Ridley Law Estate Planning · California
Port Hueneme(805) 244-5291
Free Trust Checkup

Is your trust still doing its job?

Upload your living trust and get a plain-English report graded against a 44-point checklist, the same topics we walk through in a professional trust review. Takes about two minutes, no cost.

By continuing, you agree that your document is processed in memory to generate your checkup, is not stored, and is read by an automated AI service under no-retention terms. You agree to the Terms of Use, and that Ridley Law may contact you about your checkup.

Your document is never stored It's processed in memory, deleted the moment your report is generated, and never used to train any AI.

What the checkup looks at

All 44 items, grouped into ten areas. Each one comes back rated: looks good, worth a look, or worth attention.

01Structure & Identity
Trust name and titling · California-law compliance · definitions of key terms like "issue" and "per stirpes"
02Parties & Beneficiaries
Clear beneficiary identification · disinheritance handled explicitly · backup takers if a beneficiary dies first · a final fallback gift
03Trustees & Succession
Amendment and revocation method · solo authority for couples · trustee removal without court · depth of the successor line · coverage during gaps
04Community Property
Community vs. separate property treatment · division at the first death · marital deduction method
05Incapacity Planning
How incapacity is determined · distributions during incapacity · gifting powers · support for your spouse and dependents
06Distribution at Death
Personal property disposition · gift memorandum · retirement account protections · pour-over will · coordination with your power of attorney and health care directive
07Tax Planning
Tax election authority · generation-skipping provision · the 2020 retirement account rules · California property tax changes · whether an A/B split still fits today's exemptions
08Beneficiary Protection
Spendthrift clause · no-contest clause · staged distributions for young beneficiaries · trustee flexibility · continuing trusts · special needs option
09Trustee Powers & Mechanics
Delegation to professionals · trust protector · digital asset authority · distribution standard · accounting rules
10Funding & Execution
Evidence the trust was funded · general assignment provision · Schedule A currency · signing and notarization formalities