Trust Strategy Builder

Model the trust before you commit to it

Compare trust structures side by side for estate and tax planning, so you can see how each one shifts the tax exposure, control, and timing before anyone signs. Set up the scenarios that fit the client, weigh the trade-offs of revocable versus irrevocable and everything in between, and walk into the planning conversation knowing which structure actually holds up.

What it would do

• ✓Compare trust structures side by side on key trade-offs
• ✓Model estate and gift tax exposure per structure
• ✓Flag the control and timing costs of each approach

Signaling interest is free and non-binding — it just tells the maker you'd use this.

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