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If you want to establish a trust, contact your bank's trust officer or an estate attorney or ask your financial advisor to refer you to a professional who can help.
Do You Need a Trust?
​What Type Best Suits You?
Use this simple decision tree to help determine if you can benefit, and decide which trust may be best suited for your needs.
TAKE THE ASSESSMENT
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Do you have children, family members or acquaintances whom you'd like to leave assets to upon your death?
YES
NO
Do you have specific requests for your estate's assets, such as how quickly they're dispersed or how heirs should use them?
YES
NO
Will your total estate assets exceed $100,000? The creation and management of a trust could cost upwards of $3,000, so the amount of assets should justify that establishment cost.
YES
NO
Do you have assets without named beneficiaries (i.e. they are not assets coming from an IRA, annuity or life insurance product) that create the need for probate?
YES
NO
Do you want to receive interest from the trust while you are still living?
YES
NO
I prefer my estate to be processed following my death
Do you want the ability to make changes to the trust during your lifetime?
YES
NO
Is the elimination of taxation during your life a high priority?
YES
NO
