Educational tool, not a law firm. Trust Sandbox does not provide legal advice. Consult a licensed attorney for your specific situation.
Trust Health Check
When did life change — and did your trust change with it?
A quick diagnostic for households that already have a trust. We look at life events, asset changes, trustee status, and review cadence.
Life Events
- Marriage (you or a beneficiary) since trust signed
- Divorce (you or a beneficiary) since trust signed
- Birth of children since trust signed
- Birth of grandchildren since trust signed
- Death of a named beneficiary
- Moved to a different state since trust signed
Asset Changes
- Purchased real estate since trust signed
- Sold real estate since trust signed
- Started a business since trust signed
- Sold a business since trust signed
- Opened new financial accounts not yet titled to trust
Trustee Review
- Successor trustee is still willing to serve
- Successor trustee is still capable to serve
- Successor trustee designation is current
Review Frequency
Trust Health
70
out of 100
Strengths
- • —
Risks
- • —
Recommended Actions
- • —
Discuss with your advisor
- • Does my trust language still match my current intent?
- • Are there state-law differences I should know about?
- • Should we update successor trustees or co-trustees?
- • Are beneficiary designations consistent with the trust?
- • Do I need any amendments or a full restatement?