For families building a trust·iPhone, iPad, Mac & Android

Keep what your
family built.

Trust Wizard teaches you how a trust really works, drafts the paperwork for your attorney to review, and keeps your policies, notices and deadlines in one private place on your device.

$49.99 once. No subscription, no account, no cloud.

Join the waitlist Test it before launch
A note from our co-founder

Why I built Trust Wizard

When I was a boy, I lost my great-grandparents, and then I watched their home get resold over unpaid back taxes. In 2024 we lost my grandmother. That time, thankfully, we were able to keep her estate in the family.

Those two stories sent me looking for what a truly viable trust actually requires. Trust Wizard is what I built along the way, first to protect my own family.

I'm no fiduciary pro. I'm a man on a God-given mission to share what social media and most of the big estate-planning companies haven't: what it really takes to build a trust that holds up, and how to use these tools well. I'm still learning, and I'll keep sharing what I learn.

Craig Boyd II Co-Founder, Logic Wizards
What it does

Four jobs every trust needs done, done in one place.

01 Document Wizard

Draft it here. Let your attorney finish it.

Fill-in templates for ten trust types: ILIT, SLAT, Dynasty, DAPT, MAPT, Special Needs, Spendthrift, GRAT, QPRT and a Deferred Sales Trust agreement. Load your state's forms, preview the full instrument, then scan the signed copy back into your private vault.

Drafts are a starting point to review with a licensed attorney, not a finished legal document.

02 Crummey notices & compliance

The yearly duties, in one place.

See each trustee duty and when it was last done. Generate a formatted Crummey withdrawal notice at the 2026 $19,000 annual exclusion, with a 30-, 45- or 60-day window and optional 5-and-5 language.

03 Successor file & security

Hand it on without handing it out.

Seal your trust record into one AES-256 encrypted successor file. Your successor trustee opens it with a passphrase you give them separately. Back everything up into one encrypted file, and lock the app with a passcode.

04 Policies & the Trust Equity Simulator

See what your policies are doing.

Track every policy your trust owns, log premiums and statement true-ups, and see illustrative cash-value and death-benefit projections. Model borrowing against cash value with the Trust Equity Simulator.

Projections and scenarios are illustrations, never a guarantee of policy performance.

A signed trust instrument, scanned into the vault
the signed copy, scanned in
A Crummey notice of right of withdrawal generated by Trust Wizard
a Crummey notice, ready to mail
Real paperwork

Things you can print, sign and file.

Trust Wizard is built around the documents a trust actually runs on. These samples were made in the app for a fictional family, the Whitakers.

  • Plain-English lessons on each trust type, linked right from the templates.
  • Dividend history from long-standing mutual insurers, shown as a heatmap.
  • Works offline and installs on iPhone, iPad, Mac and Android.
  • Free guides on ten trust types in the blog.
Pricing

One price. Yours to keep.

testers get it free
$49.99one time
  • Every tool on this page and the learning library
  • No subscription, ever
  • No account to create
  • Your records never leave your device
Join the waitlist

What Trust Wizard is

  • A place to organize and run the trust you have, or plan the one you want
  • A drafting aid that produces documents your attorney can review
  • A teacher, in plain English

What it isn't

  • A law firm, or a substitute for a licensed estate-planning attorney
  • Legal, tax, financial or investment advice
Before launch

Test it first. Keep it free.

I'm opening 100 tester spots per platform. Use the app, tell me what's confusing or broken, and you'll get Trust Wizard free at launch.

Apple TestFlight

iPhone, iPad and Mac

0 of 100 spots taken

Google Play beta

Android phones and tablets

0 of 100 spots taken

Be first in line.

Leave your email and I'll send one note when Trust Wizard is live on the App Store and Google Play.

No spam. One launch email.