Trust funding verification
Catch Trust Funding Gaps Early.
DriftHQ reads executed trust documents, extracts intended assets, verifies real estate transfers, and helps firms track what still needs funding.
Verify
Confirm what's funded with ownership and records.
Document
Maintain a defensible record of every funding decision.
Monitor
Stay ahead of reviews, changes, and compliance issues.
Smith Family Trust
Client: John & Mary Smith
Funding Status
Partially Funded - 78%
Last Updated
May 12, 2026
Verified
Primary Residence
Titled to Smith Family Trust
Verified May 10, 2026
Vacation Home
Titled to Smith Family Trust
Verified May 9, 2026
Needs Attention
Brokerage Account
Proof not uploaded
Chase Checking
Not verified
Asset Schedule
Missing
Audit Trail
Recent Activity
Residence ownership verified
May 14, 2026
Deed uploaded
May 17, 2026
Brokerage account approved
May 21, 2026
Trust marked fully funded
June 3, 2026
Compliance Flags
A Signed Trust Is Not Necessarily A Funded Trust.
Estate planning does not end when the trust is signed. Assets must be transferred, ownership records must match the trust, and firms need a defensible way to track what was completed, what is still pending, and what needs review later.
How DriftHQ works
A Clear Process From Document To Compliance.
Upload The Executed Trust
DriftHQ reads the signed trust and identifies the client, trust, trustees, and planned assets.
Build The Funding Checklist
The system creates a trust record and turns intended assets into trackable funding items.
Verify Real Estate Automatically
Real estate assets are checked against ownership records to confirm whether they are titled in the trust's name.
Track Proof And Reviews
For non-real-estate assets, authorized users can upload proof and approve funding status.
Every Funding Decision Is Documented.
DriftHQ maintains a complete funding history, including ownership verification, uploaded proof, approvals, status changes, and annual reviews.
Funding History
May 14, 2026
Trust imported
Imported by Sarah Johnson
May 14, 2026
Primary residence ownership verified
Verified by Sarah Johnson
May 17, 2026
Deed uploaded
Warranty Deed.pdf
Document
Warranty Deed.pdf
May 21, 2026
Brokerage account approved
Brokerage Transfer Confirmation.pdf
Proof Uploaded
Brokerage Transfer Confirmation.pdf
June 3, 2026
Trust marked Fully Funded
Approved by Sarah Johnson
May 14, 2027
Annual Review Scheduled
May 14, 2027
Due Date
May 14, 2027
Built For Future Questions.
Trusts often remain in place for years or decades. DriftHQ preserves the history behind every funding decision, making it easier to understand what was completed, what evidence exists, and what still requires attention.
What firms can catch
Trust signed but primary residence never retitled
Brokerage account listed but no proof of transfer uploaded
Annual review overdue
Real estate asset transferred out of the trust
Estate tax exposure approaching state or federal threshold
Missing asset schedule or incomplete funding evidence
Founding Firm Program
We're Building This With Forward-Thinking Estate Planning Firms.
We are working with a small group of estate planning firms to refine trust funding verification workflows.
Early access to new features
Direct input into product roadmap
Preferred pricing during the program
Interested In Joining?
Help shape the future of trust funding verification and ensure your firm is ready for what's next.
Learn More About The Program