Pillar

What state do you live in?

Pillar focuses on California planning, but this tool can still help you think through the basics.

Approximate total assets

Include home equity, accounts, investments, and other property you would want your plan to cover.

Do you own real estate?

Owning a home in your individual name is one of the most common reasons California families explore trusts.

Are you married?

Do you have children or dependents?

Do you own a business?

Do you have digital assets or crypto?

Do you already have a will?

Do you already have a living trust?

Do I Need a Living Trust?