You know your life better than anyone, so why let somebody else create a trust for you? With 100,000+ unique design possibilities, you can design a perfect trust using TrustWare. Start a better tomorrow by creating a trust today.
Single Beneficiary
Enumerated Multi-Beneficiary
Pooled Sprinkle Multi-Beneficiary
Full-Featured Trust
Special Needs Trust
Memorial Trust
Coogan Trust
Restricted Trust
Advisor Assisted Trust
Employer Sponsored Trust
Other Trust Types
Grantor
Co-Giftor
Beneficiary
Residual Beneficiary
Contingent Beneficiary
Excluded Beneficiaries
Parents
Family Contact
Contingent Family Contact
Trust Protector
Attainment of Specific Ages
Recurring Distributions
Recurring Distributions (Income Only)
Educational Distributions + Bonuses
K-12 Private School Tuition & Expenses
Undergraduate Tuition & Expenses
Graduate Tuition & Expenses
Institutional Tuition & Expenses
GPA Achievement Bonus
Graduation Bonus
First-Time Home Purchase Distribution
Meaningful Employment Bonus
First Wedding Distribution (Coming Soon)
Entrepreneurial Distribution (Coming Soon)
New Child Distribution (Coming Soon)
New Car Distribution (Coming Soon)
After-Death Distribution
After-Death Recurring Distributions
After-Death HESM Distributions
After-Death Distribution Suspension
Bad Behavior Penalty
Failure to Complete High School Penalty
Failure to Complete Higher Education Penalty
Substance Abuse Withholdings & Assistance
Special Needs Trust Conversion Provision
Critical Illness Provision
Medical Hardship Provision
FAFSA Maximization Provision
Creditor Protection Provision
Event of Duress Protection Provision
HESM (HEMS) + DHESM Provision
Initial Funding
Ongoing Funding
Birthday & Holiday Gifting
Friends & Family Gifting
Investment Plans
Personalized Trust Name
Additional Guidance and Clarifying Language
Crummey Powers
Principle Preservation
Friends & Family Notifications
Balance & Statements
Online Access & Ongoing Support
Welcome Package & Trust Document
