Trust Mapping or Estate Distribution Overview Best Practices

When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see. A list of best practices, an example of a simplified estate distribution summary, and a detailed trust map are provided as guidance. The goal is to have a one-page picture that gives as much information as is needed for a review of what is currently in place, or for a meeting to discuss what future planning makes sense to consider. 

For more insights on the topic, see the webcast on effective trust mapping to help you identify missed opportunities and gain clarity around your wealth transfer plan.