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Family Builder
Map the people behind the plan
Capture spouses, children, grandchildren, beneficiaries, charities, and trustees. The simulator visualizes them as an interactive family tree.
Step 1 of 6
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- Grantor & spouse
- Children
- Grandchildren & other beneficiaries
- Trustee named
- Successor trustee named
- Charitable beneficiaries (optional)
Checking your plan…