A sample client vision map

One family. The people, property and accounts around their trust.

Every name and account on this page is fictional.

Fictional family

The Morgan family

Statuses are what the family marks. This sample uses made-up records.

At the center

The people who made the trust.

Named to take care of the trust when needed.

Named to receive what the trust leaves.

Connected to this family.

What the family has and where each item stands.

Home
Family home
In the trust
The deed in the family record names the trust. The home policy names Riley and Jordan.
Car
Family car
Not moved yet
The family plans to move the car into the trust. Its saved title still names Riley.
Brokerage account
Family investment account
In the trust
The account statement saved by the family names the trust as owner.
Retirement account
Riley's IRA
Passes outside the trust by design
The family kept this account in Riley's name. Their record lists Jordan to receive it.
Life insurance policy
Jordan's life policy
Passes outside the trust by design
The policy stays outside the trust. Its saved form names Riley to receive the money; the family plan names the trust.

Gaps in this sample

Home coverage
Home is in the trust, but the homeowners policy still names the client.
The saved deed names the trust. The saved policy still names Riley and Jordan.
Life policy beneficiary
Life insurance beneficiary does not match the trust.
The saved form names Riley. The family plan lists the trust to receive the money.