TRUSTMAKER™ | Estate & Legacy Planning
Welcome to TRUSTMAKER™

Protect Your Family. Preserve Your Values. Leave a Lasting Legacy.

TRUSTMAKER™ helps families create coordinated estate and legacy plans that protect loved ones, preserve assets, and support the people, ministries, and nonprofit causes they care about most.

Practical wisdom. Coordinated planning. No pressure.

40+Years Guiding Families
Education Before Recommendation
Comprehensive Estate Planning
Personalized Strategies
Attorney-Assisted Solutions
The TRUSTMAKER™ Difference

You do not need more opinions.

You need someone who can help you see the whole picture.

Estate planning is more than preparing documents. Your wishes, assets, beneficiaries, family responsibilities, and charitable intentions must work together as one coordinated plan.

TRUSTMAKER™ helps simplify that process through education, coordination, thoughtful planning, and collaboration with the appropriate legal, tax, and financial professionals.

“A strong legacy plan protects the people you love, preserves the values you live by, and supports the causes you want to strengthen.”

— Robin Salter, Founder of TRUSTMAKER™
Where Are You in Life?

Planning begins with your life—not a stack of documents.

Choose the situation that most closely reflects where you are today.

Buying Your First Home

Make sure title, ownership, beneficiaries, and your estate plan work together from the beginning.

Growing Your Family

Protect your spouse, children, guardianship wishes, and financial future through thoughtful planning.

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Creating or Updating a Trust

Build an estate plan that reflects your wishes and protects the people who matter most.

Protecting a Family Business

Coordinate ownership, succession, continuity, and charitable goals so the business you built can endure.

Preparing for Retirement

Review assets, property, beneficiaries, incapacity planning, and your long-term legacy.

Receiving an Inheritance

Make thoughtful decisions that honor both the opportunity and responsibility of inherited wealth.

Loss of a Loved One

Receive calm, practical direction during one of life’s most difficult and overwhelming seasons.

Supporting a Cause You Believe In

Create a thoughtful plan for gifts to churches, ministries, schools, foundations, and nonprofit organizations.

Leaving a Family & Charitable Legacy

Provide for loved ones while supporting churches, ministries, schools, foundations, and nonprofit causes you value.

The TrustMaker Method™

A clear process for protecting what matters.

Every family is different, but wise planning follows a disciplined and understandable path.

1Discover
2Design
3Coordinate
4Implement
5Fund
6Review
7Legacy

We begin by understanding your family and goals, coordinate the right professionals, help implement the plan, and provide a framework for keeping it current as your life changes.

Meet the Founder

Nearly four decades of practical guidance.

For nearly four decades, I have helped individuals and families navigate important legal, financial, estate, and legacy decisions.

Too often, families receive advice in pieces. Legal documents, beneficiary choices, asset ownership, charitable intentions, and family goals are handled separately instead of as one coordinated plan.

That is why I created TRUSTMAKER™—to help families protect the people they love, preserve what they have built, and advance the causes they believe in.

Robin Salter

Read Robin’s Story
Practical Wisdom

Resources for estate, family, and charitable legacy planning.

Clear guides and planning tools designed to help your family protect loved ones, organize assets, and plan meaningful gifts.

Checklist

Family Legacy Checklist

A practical overview of the documents, decisions, accounts, and conversations every family should consider.

View Resource →
Guide

Trust Funding Guide

Learn why signing a trust is only the beginning—and what may need to happen next.

View Resource →
Worksheet

Beneficiary & Charitable Gift Review

Review beneficiary designations across retirement accounts, insurance policies, charitable gifts, and other important assets.

View Resource →
Your Next Step

Protect your family before they need your plan.

You do not need to understand every legal document before taking the first step. Begin with a conversation about your family, your values, the causes you care about, and the legacy you want to leave.

Schedule Your Legacy Conversation