Plan Your Legacy

Everyone benefits from a Living Trust + Pour-Over Will. These questions help identify additional planning needs.

🎯 1. Your Goals

⚡ Avoid probate 👨‍👩‍👧‍👦 Provide for family 🛡️ Protect beneficiaries 🏰 Asset protection from lawsuits 🎭 Control everything, own nothing 💝 Support charity 🏛️ Dynasty planning 💼 Business succession 🔒 Property privacy 📚 Teach heirs about money 📈 Transfer appreciating assets tax-free 💑 Protect assets but keep spousal access

❤️ 2. Beneficiaries

💑 Spouse/partner 👶 Children 👴 Grandchildren 👥 Other family 🏥 Charities 🤝 Business partners

💎 3. Assets to Protect

🏠 Primary home 🏢 Rental property 📈 Investments 🏭 Business ✨ Other valuables

👶 4. Minor Children?

Yes No

🧬 5. Bloodline Protection

Keep assets in your genetic family line?

🔐 Strict - Blood relatives only 🤝 Flexible - Include adopted children 💑 Spouse Friendly - Allow spouse benefits 🌐 Open - No bloodline restrictions

🔮 6. Planning Horizon

📋 Simple - Pass assets without probate 🛡️ Protected - Control when/how assets distribute 🎓 Purposeful - Specific goals (education, charity) 👑 Dynasty - Multigenerational wealth

💰 7. Estate Value

Under $500K $500K - $1M $1M - $5M Over $5M

📊 8. Tax Planning

🏦 Minimize estate taxes 💑 Maximize spousal protection 👶 Pass wealth to grandkids tax-efficiently 💝 Charitable tax deductions 📉 Reduce income taxes ❓ Not sure / Need guidance

📚 9. Heir Preparation

How should heirs qualify for distributions?

🎁 Unconditional - Distribute at set ages 🎯 Incentive - Reward achievements 🎓 Education - Require financial literacy 🤔 Discretionary - Trustee decides

Legal Disclaimer: TysonTrusts is not a law firm and does not provide legal advice. The documents generated are templates for informational purposes only. We strongly recommend having all documents reviewed by a licensed attorney in your state before signing.