Trust Planning

Trust Planning

Estate Planning and Wealth Management

Trust Check: Is My Trust Bulletproof?

As has often been written on this site, estate lawyers often write a will and trust document that favors the trustee, especially if the trustee is a bank, over you and your heirs. Lawyer often have hidden ties to banks, and by unknown to you can choose to support their friends at a local branch, rather than fully represent your best long-term interests.

Trustplanning.com is developing the Trust Check service to go over your estate planning documents, your will and trust documents, to ensure that your best interests are first and foremost.

Trust check (when it comes online) will look at governance issues of your trust, at succession issues, scour the document to find any omissions or boilerplate that will not work for you, and make sure that any state-specific issues are dealt with propperly.