Educational tool, not a law firm. Trust Sandbox does not provide legal advice. Consult a licensed attorney for your specific situation.
Asset Builder
Catalog what your trust will hold
Add and fund assets here — they sync live to the Worksheet and Trust Sandbox. Funding is the difference between a trust on paper and a trust that actually works.
Step 1 of 6
0/6 sections complete · 0%
- First asset added
- Real estate cataloged
- Financial accounts
- Insurance policies
- Any asset marked funded
- Majority funded (≥50%)
Two-way sync
Assets added here appear in the Trust Sandbox instantly. Entries from the Personal Data Worksheet also show up below (marked “from Worksheet”) and update when you edit them there.
Total Assets
$0
In Trust
$0
Funded
0%
Residence
- No assets yet — add one below.
Farm
- No assets yet — add one below.
Rental Property
- No assets yet — add one below.
Investment Accounts
- No assets yet — add one below.
Retirement Accounts
- No assets yet — add one below.
Business
- No assets yet — add one below.
Insurance Policies
- No assets yet — add one below.
Personal Property
- No assets yet — add one below.
Digital Assets
- No assets yet — add one below.
Want a printable summary for your successor trustee or family? Generate an Estate Access Packet from this catalog and your fiduciaries.