For your attorney
Maple Family Trust
Irrevocable trust · Fictional demo trust; trustee: Example Trust Co.
As of Nov 10, 2026 · Prepared with xutz · Demo data: every name and figure is fictional · Figures marked est. are estimates
- Owns
- $453,689
- Owes
- $0
- Net
- $453,689
- Kind
- Irrevocable trust
- Taxable estate
- Outside
- Documents
- 3
01
What it owns
Latest synced values; cost basis where on file
| Holding | Class | Account | Value | Cost basis |
|---|---|---|---|---|
| Vanguard Total Stock Market | Stocks & ETFs | Fidelity Brokerage ...4417 | $290,428 | $153,000 |
| NVIDIA Corp. | Stocks & ETFs | Fidelity Brokerage ...4417 | $123,669 | $8,000 |
| Apple Inc. | Stocks & ETFs | Fidelity Brokerage ...5512 | $39,592 | $12,000 |
| Total | $453,689 |
02
What it owes
No debts on file.
03
Estate flags
What to settle or confirm
- Counted outside the taxable estate.
- Pledges accounts to Maple Family Trust line (Example Private Bank), Maple Family Trust second line (Example Bank).
04
Documents in the vault
Filed under this entity
| Document | Uploaded | Size |
|---|---|---|
| Maple_Family_Trust_Schedule_A.pdf | Oct 12, 2026 | 94 KB |
| Maple_Family_Trust_Agreement.pdf | Oct 12, 2026 | 1,254 KB |
| Trustee_Certification_2026.pdf | Jun 3, 2026 | 145 KB |