Free Trust Health Check — Is Your Trust Defensible?

Answer 12 questions about your trust's documentation, governance, and administration. Receive an instant Trust Defensibility Score between 0 and 100, a risk level (Green, Amber, or Red), and a numbered register of identified gaps. No account required.

What the Trust Health Check Covers

The free assessment covers: trust documentation completeness, trustee governance records, beneficiary communications, asset records and valuations, succession planning, Trust Registration Service compliance, and evidential defence readiness.

What You Receive

Your Trust Defensibility Score is shown immediately on screen. A risk register lists each identified gap with context. You can email yourself the results for reference. The entire assessment takes approximately three minutes.

Why This Matters

Most trusts that face legal challenge do so not because they were set up incorrectly, but because they were maintained poorly. Missing records, undocumented decisions, and poor governance are the most common causes of trust disputes. The Trust Health Check identifies these gaps before they become problems.