Proposing Trust Strategies - Estate Analysis

RightCapital's Estate Planning module allows you to propose trust strategies to help strengthen a client's financial goals. By adding a trust strategy, you can illustrate a scenario in which assets are moved from the client's taxable investments into a trust type of your choosing.

Use the steps below to add a trust strategy. Do note that you are not limited to a single trust, you can add multiple trust proposals to the trust strategy area to see the combined impact.

1

Click the '+ Add Trust' button in the lower right corner of the Action Items:

2

Within the drawer that opens on the right side of your screen, select the trust you would like to add:

3

Choose your desired trust type, and then use the data fields to identify the parameters for that trust. The available data fields will adapt to fit your chosen trust type.

After filling out each field, click Save in the lower right:

4

After clicking Save, your trust proposal will be added to the Estate Analysis. Use the Action Items to include or exclude the trust proposals you've built here:

When including a trust strategy, all of the figures within the estate flow chart will be updated to reflect the impact of that trust on the client's estate analysis. This will allow you to see:

• How much is held outside of the taxable estate

• How much more the client's heirs will receive

• How much more will go to charity

• How much less the clients will pay in taxes

• Comparison Tab - Estate Analysis

• Trust Tab - Estate Analysis