- People who want to maintain a legacy, like preserving a family farm or business for multiple generations.
- People who fear conflict among their heirs, and want a neutral, objective third-party to manage their financial affairs.
- People who want to provide financial support for multiple generations.
- People who have doubts about their heir’s ability to handle money.
- People who want to provide for physically or mentally disabled heirs without reducing government benefits.
- People who want to minimize estate and inheritance taxes.
- People who have a farming operation or business, and are unsure how to divide the business after they are gone.
- People who own income-producing real estate, but whose heirs live outside of the area.
- People who need liquid assets like life insurance, to pay estate and inheritance taxes at death.
- People who want their financial affairs to remain confidential at death, but who still desire competent, supervised administration of their estate.
- People who want to remove the burdens of financial management from their heirs.