Do you have Funding Instructions for an Irrevocable Trust?
We do not have funding instructions or letters in the Irrevocable trusts; that ancillary paperwork is only available in Revocable Trusts in the Estate Planning Trusts section. With a revocable trust, the client is typically funding all of their property into the trust, so the funding instructions and letters can be more helpful (since there is more work to do on the funding). A typical irrevocable trust will be receiving gifts of specific, limited assets, so not as much to fund into the trust. If you wanted some instructions for an irrevocable trust, there are a couple of things you could do.
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