Trust Simulator™

Estate Access Packet

A printable roadmap for your trustees and family

The #1 reason trusts fail in practice isn't the document — it's that no one can find the assets. This packet collects what your successor trustee will need into a single, printable PDF. Nothing is uploaded; everything stays in your browser.

Edit underlying data

Pulls live data from your Worksheet and Asset Builder.

For planning use only.

This packet is a personal organizer prepared by the grantor — not a legal instrument, not a substitute for the trust document, and not professional advice. Account numbers and passwords should never be written on this form. Store the printed packet securely (e.g., with the trust binder, in a fireproof safe, or with your attorney).

Trust Sandbox™ · Estate Access Packet

Estate Access Packet

A private, printable roadmap for your successor trustee and family.

What this document is

This packet is a plain-language summary of who's involved, what you own, where important papers live, and who to call. It is not the trust itself and does not change any legal document. Give it to the person who would step in if you couldn't act, and refresh it whenever assets, fiduciaries, or contacts change.

1. Trust Summary

Grantor— not set —
Current Trustee— not set —
Successor Trustee— not set —
Backup Trustee— not set —

2. People to Contact

Add family and fiduciaries in the Worksheet to populate this section.

3. Asset Inventory

Total Assets
$0
In Trust
$0
Funded
0%

Add assets in the Asset Builder or Worksheet to populate this section.

4. Where to Find Important Documents

5. Advisor Contacts

6. Digital Access Guidance

7. Final Wishes & Personal Notes

8. Other Notes

Generated with Trust Simulator™ on 1/1/1970. This document is a personal organizer prepared by the grantor. It is not a legal instrument, does not modify the trust, and is not a substitute for legal, tax, or financial advice. Review and re-print whenever assets, fiduciaries, or advisors change.