Educational tool, not a law firm. Trust Sandbox does not provide legal advice. Consult a licensed attorney for your specific situation.
Trust Builder
Design your distribution playbook
Define trustees, beneficiaries, and how value flows when life events occur.
Step 1 of 6
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- Grantor named
- Current trustee named
- Successor trustee named
- Backup trustee named
- Beneficiaries identified
- Assets ready to fund
Trustee structure
- Current Trustee
- Successor Trustee
- Secondary Trustee
- Beneficiaries
- Contingent Beneficiaries
Distribution options
- Equal Distribution
- Age-Based Distribution
- Education-Based Distribution
- Special Needs Provisions
- Charitable Giving
Configure trustees and rules directly in the Sandbox to see results in simulations.
Open Sandbox