Specialist funding infrastructure for partner law firms
Stop Selling Homework.
Deliver a Completed Plan.
Estate-planning law firms partner with us to handle the trust funding work — title research, deed prep, recording, and account retitling — so your firm delivers a fully funded trust on every plan, every time.
How it works
Three steps from referral to funded trust
Refer your client
Upload the certificate of trust and (optional) DecisionVault export. Takes under 2 minutes in the firm portal.
We fund the trust
Our team handles title work, deed prep + recording, and account retitling. You get email updates at every stage.
You deliver a complete plan
Client receives a fully funded trust. Your firm bills with confidence.
Why partner with us
Four reasons firms choose Trustfunding
Malpractice protection
Every asset transfer is documented and verifiable. Eliminate the funding gap that creates malpractice exposure.
New revenue line
Turn trust funding from cost center into margin. We do the work, you mark up.
Operational relief
Your staff stops sitting on 45-minute bank holds and chasing county recorders.
Institutional intelligence
5,000+ bank-specific requirements pre-cleared. Title nuances handled.
FAQ
Common partner-firm questions
How long does funding take per matter?
Most matters fund in 6–10 weeks end-to-end, longer for cases with out-of-state real property or custodians that require notarized paperwork by mail. We send weekly status updates so your firm always knows where each matter sits.
Do you sign on as our subcontractor or does the client pay you directly?
TrustFunding works as your back-office subcontractor. We send your firm one monthly invoice for the work we do; you bill your client directly under your existing fee arrangement. The client never sees us on their invoice.
What states do you cover?
We handle deed work in all 50 states. Recording timelines vary by county; the firm portal shows live status on every matter.
Do you integrate with our existing intake software?
Yes — DecisionVault exports parse directly into the refer wizard. WealthCounsel and ElderCounsel intake docs upload as PDFs to a matter. Native integrations beyond DecisionVault are on the roadmap.
How does pricing work?
We charge per account retitled, with volume tiers. Most firms land between $200–$400 per matter depending on asset count. Contact us for a partnership pricing sheet specific to your practice.