How to set up a trust

Trust & Estate planning

There are five key steps in setting up a trust:

  1. Deciding what assets to place in your trust
  2. Naming your beneficiaries
  3. Determining the rules of your trust
  4. Selecting your trustee or (trustees)
  5. Drafting your trust document with an attorney

Watch this video to learn more about each step and why it’s important.