Family Legacy Risk Assessment

Protect What You've Built.
For Generations.

Your family's wealth is exposed to probate, lawsuits, and succession failure. A Living Trust from Vested Trust doesn't just create documents — it builds the governance structure that protects everything you've built.

$47K+
Saved in probate costs
8 Days
Average trust completion
100%
Client satisfaction rate

Take the Free Assessment

Discover where your family's wealth is exposed — in under 5 minutes.

🔒 Free. No credit card required. Takes under 5 minutes.

Your Family's Wealth Is Exposed

Without proper governance, everything you've built is at risk. Here's what most families don't realize until it's too late.

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Probate Court

A will goes through probate — public, expensive, and can take 9–18 months. The average probate costs over $30,000. Your family's assets become public record and can be contested by anyone.

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Wealth Erosion

70% of family wealth is lost by the second generation. 90% by the third. Without governance structures, the wealth you've built doesn't survive beyond your lifetime. It's not just about money — it's about systems.

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Succession Failure

Everything depends on one person — you. If something happens, there's no plan for continuity. Businesses collapse. Decisions freeze. The family is left exposed and fighting over what should have been protected.

90%
of trusts fail because they're never properly maintained or funded. Most estate planners sell documents that expire. Vested Trust builds governance that endures.

Governance, Not Just Documents

A trust without governance is just a form that expires. Your family's wealth isn't protected by a document — it's protected by a system.

The difference between estate planning and family governance

"A trust without governance is just a document that expires. Your family's wealth isn't protected by a form — it's protected by a system. That's the difference between estate planning and family stewardship."

Most estate planners create documents and call it done. We build the governance structures that actually protect families — living trusts with ongoing stewardship, succession plans that activate when needed, and family nations that preserve wealth for generations.

  • ✓ Living Trust — Comprehensive trust establishment that avoids probate entirely and keeps your family's affairs private
  • ✓ Asset Transfer & Funding — We don't just create the trust — we make sure it actually owns what it needs to protect
  • ✓ Successor Trustee Designation — The right person is in charge, not the court
  • ✓ Governance Framework — The system that keeps your family protected for generations, not just a one-time document
  • ✓ 12-Month Satisfaction Guarantee — If you're not satisfied, we'll revise your trust at no additional cost
The TrustCraft Process

Protected in Under Two Weeks

From your first consultation to a fully funded trust with governance — here's how we make it simple.

  1. Consultation — We identify your risks, needs, and goals
  2. Trust Drafting — Your trust is prepared in 8–12 business days
  3. Review & Signing — You review everything and ask questions
  4. Asset Transfer — We guide you through funding your trust
  5. Governance Setup — We establish your family governance framework

Take the Family Legacy Risk Assessment

Discover exactly where your family is vulnerable — and get a personalized action plan to protect everything you've built.

Start Your Free Assessment →
✓ Free, no credit card required
✓ Takes under 5 minutes
✓ Personalized risk report
✓ Action plan included

Families Protected. Wealth Preserved.

Saved $47K in probate costs

"I thought estate planning would cost thousands. The Living Trust saved us $47,000 in probate costs alone — and established a 3-generation succession plan for my business."

Business Owner
$2M in assets protected · 3-generation succession plan
Avoided probate in 3 states

"We had properties in three different states and no idea how to protect them. Vested Trust consolidated everything into one trust. No probate, no public record, no fighting."

Real Estate Family
4 properties consolidated · Multi-state probate avoided
$800K in assets with ongoing governance

"We told them upfront — we don't understand trusts. By the end, it was the clearest, most empowering financial decision we'd ever made. They handle the complexity; you get the peace of mind."

Professional Couple
$800K protected · Family nation established
$47K+
Avg. probate savings per client
8 Days
Average trust completion
100%
Client satisfaction rate
0
Families lost to probate

Questions Families Ask

A will goes through probate court, which means it's public, it can be contested, and it takes months or years to execute. A trust avoids probate entirely — your assets transfer immediately and privately to your beneficiaries. Think of a will as telling the court what you want. A trust is making sure it actually happens, without the court involved.
The average probate costs over $30,000 and takes 9–18 months. That's court fees, attorney fees, and executor fees — all taken from your estate before your family receives anything. If you own property in multiple states, you face probate in each state. A properly funded trust avoids all of it.
Having a will means you've started thinking about this — and that's important. But a will still goes through probate. It becomes a public record. It can be contested. And it only covers what you own at the time of your passing. A trust avoids probate, stays private, and provides ongoing governance that a will simply can't offer. You're not replacing your will — you're upgrading to something that actually does what you intend.
Most people feel that way — and honestly, that's the legal industry's fault, not yours. Here's the simple version: a trust is just a container that holds your assets and follows your rules. You decide what goes in, you decide the rules, and you decide who's in charge when you can't be. We set it up, we fund it, we maintain it. You don't need to understand the mechanics — that's our job.
From your first consultation to a fully funded trust with governance — 8 to 12 business days. We handle the drafting, review, signing, asset transfer, and governance setup. You review everything and ask questions along the way. The process is designed to be simple and clear.
We offer a 12-month satisfaction guarantee. If you're not satisfied with your trust, we'll revise it at no additional cost. We're not selling documents — we're building governance structures that actually protect families. Your satisfaction is how we measure success.

Don't Leave Your Family's Legacy to Chance

Every day without a trust, your family is exposed. The best time to protect them was yesterday. The second best time is today.

Take the Free Family Legacy Risk Assessment →