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// 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