12.5%
$6.95M
Total Portfolio Value
4
Active Trusts
23
Documents
Q2 2025
Next Review Date
Trust Portfolio
Williams Dynasty Trust
Irrevocable Dynasty Trust
Primary Residence QPRT
Qualified Personal Residence Trust
Charitable Remainder Trust
CRT - Unitrust
Williams Family ILIT
Irrevocable Life Insurance Trust
Recent Activity
Trust Amendment uploaded for Williams Dynasty Trust
2 hours ago
Annual review completed for Primary Residence QPRT
Yesterday
ILIT premium payment due in 30 days
3 days ago