Educational tool, not a law firm. Trust Sandbox does not provide legal advice. Consult a licensed attorney for your specific situation.

// Trust Sandbox

Reed Family Living Trust

Assets

$2,220,000

In Trust

$1,200,000

Funded

54%

// Family
4

Jordan Reed

Trustee

Morgan Reed

Spouse

Avery Reed

Child

Casey Reed

Child

// Trust
Core configuration
// Assets
4

Primary Residence

Residence

$720,000

Brokerage Account

Investment Accounts

$480,000

401(k)

Retirement Accounts

$610,000

Rental Duplex

Rental Property

$410,000
// Event simulator
Run a scenario to see projected outcomes