Trust Evaluation

Unbiased Trust Review and Assessment

Creating a trust is an integral part of the financial wellness process for most people. If you already have a trust, congratulations! If not, it's worth finding out if creating one is in your best interest.

Trusts and other estate planning documents have many benefits including:

Planning for your own needs and care
End-of-life decisions
Wealth disposition at death according to your wishes
Maintaining family cohesion
Avoiding public probate, probate costs, and probate delays
Protecting desired beneficiaries
Guardianship for minor children
Minimize transfer taxes
Business succession planning
Philanthropic planning
Special needs planning
Protecting your legacy
Preserving your values for future generations

After a trust is created, it is typically kept in a secure place until it is needed. However, it’s important to note that not all trusts are created equally, leaving room for potential adverse issues. Although it is uncommon for people to have their trust reviewed by an independent third party, such a review could reveal potential issues that can be addressed and rectified before it’s too late.

We are not attorneys, nor do we offer legal advice. We do not create or sell trusts or other legal documents. However, we do review trusts as part of our financial planning process and look for possible issues that may have an adverse effect on your financial plan. If we do find any concerns, we recommend that you address them with a qualified estate planning attorney.

At My Personal Financial Advisor, we want to help you do life better.

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