Product Comparison

Side-by-side analysis. Selected products are highlighted and saved to the active comparison.

3/4 products
0 selected
Parameter
Trust
Dynasty Trust Premium
Trust
Revocable Living Trust
Trust
Asset Protection Trust
Match %94%88%82%
Risk Level
Low
Low
Medium
CategoryTrustTrustTrust
EligibilityNet worth > $1M, has dependentsAny income bracket with real estateBusiness owners, professionals
Financial SuitabilityHigh net-worth families seeking long-term legacy planning.Clients prioritizing flexibility and probate avoidance.Professionals exposed to liability or business risk.
Benefits
  • Multi-generational wealth transfer
  • Estate tax shielding
  • Creditor protection
  • Avoid probate
  • Privacy of assets
  • Flexible amendments
  • Shields assets from litigation
  • Offshore options
  • Spendthrift clauses
Action