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Compliance Articles | SimplyTrust

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Compliance

Learn about estate planning compliance requirements and regulations. Discover key information about trust compliance, documentation standards, and legal requ...

What compliance requirements apply to revocable living trusts?

Revocable living trusts must meet specific state requirements including proper documentation, notarization, and witness signatures where required. Trust documents should clearly identify the trustor, trustee, and beneficiaries, and comply with local recording and tax reporting requirements. Each state has different compliance standards that affect how trusts are created and maintained.

Court Ruling Highlights Risks of Not Following Beneficiary Rules

Court Ruling Highlights Risks of Not Following Beneficiary Rules

A court ruling reveals the risks of not following retirement beneficiary procedures—don’t let a simple oversight cost you.

SimplyTrust EditorialFebruary 27, 2026

New Tax Implications for Cross-Border Family Trusts

New Tax Implications for Cross-Border Family Trusts

Discover how cross-border family trusts face surprising U.S. tax challenges and what you can do to protect your wealth.

SimplyTrust EditorialFebruary 6, 2026