Legacy Planning
Avoid probate and transfer wealth on your terms
Why People Use It
Founders, executives, and parents use legacy trusts to bypass probate, control inheritance conditions, and ensure wealth transfers happen on their terms. No court delays. No public records. No family disputes about intentions.
Who This Is For
- Parents wanting to ensure smooth wealth transfer to children
- Founders and executives with complex asset portfolios
- Anyone wanting to avoid the probate process
- People with blended families needing clear succession rules
- Those wanting conditional inheritance (age gates, milestones)
Key Benefits
Probate Bypass
Assets transfer immediately upon death, avoiding the public, slow, and expensive court process that can take months or years.
Conditional Distributions
Set conditions for inheritance—age requirements, education completion, marriage, sobriety, or any milestone you choose.
Privacy
Unlike wills, trusts don't become public record. Your family's financial details stay private.
Dispute Prevention
Clear, documented rules prevent family disputes about your intentions. The trust speaks for you.
Real World Scenario
Daniel's Family
The Situation
Daniel, a tech founder after an exit, had two children from his first marriage and a stepchild from his second. He wanted to ensure each child received fair treatment, but also wanted to prevent his 19-year-old from receiving a large sum before being ready to manage it.
The Outcome
His legacy trust specified: each child receives education expenses immediately, a portion at age 25, another at 30, and the remainder at 35. If any child hasn't completed college, their share funds education first. His intentions were crystal clear, preventing any family disputes.
Core Conditions
- Assets transfer immediately upon death—no probate
- Conditional distributions (age, milestones, etc.)
- Spendthrift provisions prevent beneficiary misuse
- Clear succession rules prevent disputes
You decide the conditions, verification methods, and level of control.
How It Works
Define Your Legacy Rules
Set conditions for inheritance—age requirements, milestone triggers, or purpose restrictions.
Name Beneficiaries
Designate who receives what, when, and under what conditions.
Fund the Trust
Transfer assets to the trust—they remain yours during your lifetime.
Live Normally
Access your assets as usual. Upon death, trustee executes your rules automatically.
Why a Trust?
| Alternative | Limitation | Trust Advantage |
|---|---|---|
| Simple Will | Goes through probate—public, slow, expensive (often 30-40% in fees) | Bypasses probate entirely; private and immediate |
| Joint Ownership | Limited control; can create tax issues; disputes if co-owner disagrees | You maintain full control and set precise rules |
| DIY Online Will | Often invalid due to formalities; no conditional distributions | Proper legal structure with AI-guided conditional rules |
Common Questions
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Not legal advice. Subject to KYC/AML. Availability varies by jurisdiction.