Trust map (Example Trust)
Everything in your estate plan, trust first. What it holds, who is in charge, and who receives what.
Trust flow map
WHAT IT HOLDS
RULES
WHO RECEIVES
Outside the trust · 4
Erik's IRABy beneficiary form
Joint checking · 2207To the surviving owner
How the trust runs
The key rules at each stage of your trust.
Today
If Erik or Margit can't manage
After the first passing
After both have passed