We facilitate design, administration and governance coordinated with your estate counsel, CPA and selected trustee. Trusts can protect family relationships, provide clarity for beneficiaries and carry a legacy forward. They can also feel complicated. StoryOne helps you and your advisors use trusts in a way that fits your purpose. We collaborate with your estate attorney to select structures that match your goals, including revocable trusts, irrevocable trusts, ILITs, directed trusts and charitable vehicles. We help you weigh trustee options and document roles so responsibilities are clear. After formation, we support the ongoing work of administration. That includes distribution policies, beneficiary communications, calendars and reviews and coordination with trust accounting providers and your tax team. The aim is a trust that works smoothly inside your larger plan.