Products & Tools for Trust Creation & Administration

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What it is: A beginner-friendly, downloadable packet that helps clients get organized before setting up a trust.
Includes:

• Trust Readiness Checklist
• Key Questions to Ask Your Trustee/Attorney
• Asset Inventory Worksheet
• Beneficiary Planning Worksheet
• Definitions of Common Trust Terms

What it is: A plain-language guide for successor trustees explaining what to do when the trust creator passes or becomes incapacitated.
Includes:

• First 10 steps a successor trustee should take
• Timeline checklist (30-day, 90-day, annual)
• Do’s and Don’ts for successor trustees
• Document locator page (for the trust binder)

What it is: A fully editable digital binder template that helps clients organize their trust documents in one central, shareable file.
Includes:

• Tabs: Trust Declaration, Assets, Trustees, Banking Info, Notes
• Page templates with fillable fields
• Sharing instructions for cloud storage 

What it is: Guided prompts and templates to help clients write meaningful legacy letters to loved ones, passing on values, wisdom, and wishes—not just money.
Includes:

• Letter templates for spouse, children, or guardians
• Values & life lessons journaling prompts
• Ethical will writing guide

What it is: A practical tool to ensure clients complete the critical (and often overlooked) step of transferring assets into their trust.
Includes:

• Trust Funding Step-by-Step Guide
• List of assets that should be retitled
• Asset Transfer Log (track what’s been transferred and when)
• Communication templates for banks or custodians

What it is: A digital toolkit to help families establish structure, decision-making processes, and unity across generations.
Includes:

• Family Mission Statement Builder
• Generational Roles Worksheet
• Decision-Making Framework Template
• Sample Family Constitution
• Annual Family Meeting Agenda Template