Trust Funding 101:
The Step Most Texas Families Miss
Event Schedule
12:15 – 12:30 PM: Presentation
12:30 – 12:40 PM: Open Question Forum
12:40 – 12:45 PM: Wrap Up
- Learn what trust funding actually means and why it’s one of the most important — and most overlooked — steps in estate planning.
- Discover why many trusts still fail to avoid probate even after the documents are signed.
- Understand which assets should be reviewed and properly transferred into your trust.
- See how beneficiary designations, account ownership, and outdated titles can unintentionally bypass your trust.
- Find out why improperly funded trusts can create delays, confusion, and unnecessary stress for loved ones.
- Explore the most common trust funding mistakes Texas families make and how to avoid them.
- Walk away with practical next steps to help ensure your trust actually protects your home, assets, and family when it matters most.
Meet Our Estate Planning Attorneys
Our unique background allows us to provide insightful guidance in matters of estate planning, trust & probate administration, and long-term care planning.
Pamela Hailey-Petty
One of the most important things to Pamela is family and she takes the time to help her clients protect what they have built over their lifetime.
Her goal is to ensure that she and her team are helping them achieve their estate planning goals.
Jonathan Long
Jonathan is a member of the Texas Bar College, which means that he has additional legal education to serve our clients better. He has been working in the legal field as a legal assistant since he was 15 years old. He has seen it all and has a unique ability to communicate with clients and show empathy during their most difficult situations.
Jessica Rojas Quesada
Jessica Rojas Quesada is an attorney at Hailey-Petty Law Firm, where she focuses on estate planning, probate, and guardianship.
Jessica is bilingual in English and Spanish, allowing her to connect with and guide a diverse range of clients with clarity and confidence.
