Is Your Trust Actually Funded?
The Asset Mistakes That Can Still Send Your Family to Probate
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 is and why creating a trust is only the first step in protecting your family.
- Understand which assets should be transferred into your trust—and which assets often get overlooked.
- Discover the common trust funding mistakes that can still send your loved ones through probate.
- See how beneficiary designations, deeds, and account ownership work together with your trust.
- Find out why an unfunded or partially funded trust can create unnecessary delays, expenses, and stress for your family.
- Explore practical steps you can take to review your current estate plan and make sure your trust works as intended.
- Walk away with actionable insights to help protect your assets, avoid probate, and preserve your legacy.
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.
