Step 1, follow the instructions in the trust manual for adding assets into the trust. Transfer the assets of the sole proprietorship into the trust via documents that you create and add into the trust notebook. In most cases, there is no wisdom in posting or recording these documents publicly. It is a private transaction.

Step 2, begin having all monies that were previously paid to the sole proprietorship, now being paid to the trust.

Step 3, likewise, begin paying all expenses and expenditures that were previously being paid by the sole proprietorship, now from the trust.