Trust Sandbox™

Trust Sandbox v1

Stress-Test Your Trust
Before Life Does

Start in the Learning Center and Trustee Academy to learn terminology and fiduciary duty, then build your family profile, add assets, and explore real-life scenarios to understand how a revocable living trust may function when life events occur.

Launch Trust SandboxTake Trust Readiness Assessment
Prefer to prep first? Use the Personal Data Worksheet to gather info for an attorney meeting — or populate the simulator automatically.
10+
Life events
6
AI agents
100%
Educational
// Sandbox preview
Grantor

J. Reed

Trustee

Spouse

Assets

$2.4M

Funded

78%

Simulated event

Grantor incapacity

Successor trustee assumes management. 3 actions queued. Distribution rules paused pending medical confirmation.

For Individuals & Families

A flight simulator for estate planning

Explore, build, and stress-test your trust — free to start, with Full Access for deeper tools.

Learning Center

Bite-sized guides to key concepts — revocable vs. irrevocable, funding, probate, and more.

Open

Trustee Academy

Six modules covering fiduciary duty to distribution decisions.

Open

Family Builder

Map spouses, children, beneficiaries, charities, and trustees.

Open

Asset Builder

Catalog real estate, financial, retirement, business, and personal property.

Open

Trust Builder

Define trustees, beneficiaries, and distribution rules.

Open

Simulation Center

Run incapacity, death, divorce, lawsuit, and market scenarios.

Open

Assessments

Score your trust readiness and identify funding gaps.

Open

Legacy Planner

Capture values, traditions, and stewardship for future generations.

Open

For Estate Planning Professionals

Built for the professionals who guide families

Advisor plans include client dashboards, branded estate packets, team seats, and sponsorship tools.

Explore Advisor PortalView advisor plans and pricing

Advisor Portal

Client dashboards, funding checklists, and white-label reporting.

Open

Client Snapshots

View readiness scores, assets, and simulation history for every sponsored client.

Open

Branded Estate Packets

Export white-label reports with your firm logo and contact information.

Open

Team Seats

Invite paralegals, associates, and staff to collaborate under one firm account.

Open

Ready to stress-test your plan?

Build a profile in minutes — no account required to explore.

Launch Trust Sandbox