!
Protection Status Alert: New Delaware trust regulations effective Jan 2024 may impact 3 of your active trusts. Review required by Feb 15th.
7
Active Trusts
$2.4M
Assets Protected
94%
Protection Score
A+
Compliance Rating

Your Trusts

Delaware Dynasty Trust

Real estate portfolio • $850K protected • Created May 2023
Active

Nevada Asset Protection Trust

Investment accounts • $1.2M protected • Created Aug 2023
Active

Texas Land Trust

Commercial property • $350K protected • Created Dec 2023
Pending
Overall Protection Strength:
94%
+ Create New Trust

Protection Timeline

Compliance review required
Due in 12 days
Nevada trust successfully funded
3 days ago
Delaware law update detected
1 week ago
Annual trust review completed
2 weeks ago

Quick Actions

Review Tax Implications
2024 tax planning for your trusts
Update Asset Inventory
Add new assets to existing trusts
Compliance Dashboard
View all pending requirements
Legal Research
Browse jurisdiction updates