11/10/2026
That’s where most estate plans go quiet.
Three questions worth asking:
1. Who makes the decisions if you can’t?
2. Who protects the assets from a divorce, a creditor or a poor decision?
3. Who holds it all together once you’re gone?
A will can’t answer those on its own. A properly structured trust can, through continuity when a founder dies, independent oversight from its trustees, and a framework that outlasts any one person.
It isn’t the right tool for every family, and a trust that is poorly drafted or poorly run creates more problems than it solves. For the right estate, though, it’s where intentional succession begins.
Send this to the person you’d want in that conversation.
Marsh Fidelity | Estate Planning & Trust Administration Specialists 🇿🇦