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Advisor Suite

Trust Structure Recommender

18 trust types scored against your situation — Revocable Living, ILIT, GRAT, QPRT, CRT/CLT, Dynasty, DAPT.

There are 18 commonly-used trust structures and most people only know about two. The Trust Recommender scores all of them against your situation — your assets, family structure, charitable intent, business ownership, and creditor concerns — and explains which ones are worth talking to an estate attorney about.

This is a "what to ask the lawyer" tool. It doesn't replace an estate attorney; it makes the first meeting much shorter and cheaper.

What you can do

  • 18 trust structures scored
  • Family-structure and asset inputs
  • Charitable intent and creditor-protection inputs
  • Plain-language explanation of each match
  • Direct hand-off to the Advisor Recommender

Frequently asked questions

Can I just use a Revocable Living Trust?+

Often yes — for most people the RLT plus a will, healthcare POA, and financial POA cover it. The recommender tells you when your situation calls for something more sophisticated.

Do I need an estate attorney even after using this?+

Yes. The recommender narrows the conversation; the attorney drafts the documents and ensures they're valid in your state.

Ready for your recommendation?

The Trust Structure Recommender runs entirely in your browser. Free, no sign-up required to use it.

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