How often should I update my trust?

Trusts are mostly “static” today as they are held in physical paper documents that require language editing every time you have a major life event or acquire more assets. Because of this friction, most people never update their trusts and can be left unprotected or easily challenged. If something happens to you, and your successor trustee has an outdated list of assets that you own, how are they going to know what else exists? 

With Dynasty Cloud, it’s simple to update your trust every time you:

  • Have a child
  • Move out of state
  • Acquire a new asset
  • Get married
  • Get divorced 
  • Change your mind on beneficiaries

We believe that in today's digital world trust updates should be simple and digital. It should not require lawyers and the stress of additional paperwork. Nobody should be left unprotected. 

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