TrustAndEstate
@trustandestate.ai
If something happened to you tomorrow, what happens to your business? A free 5-minute checkup shows where your estate plan and business agreements don’t line up.
TrustAndEstate's Company Logos
TrustAndEstate's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#9FD1C3
Sinbad
159, 209, 195
163, 35, 72
24, 0, 7, 18
#17324D
Nile Blue
23, 50, 77
210, 54, 20
70, 35, 0, 70
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About TrustAndEstate
TrustAndEstate.ai is a business-owner estate planning resource published by Morrowgate Private Wealth. It helps owners of closely held businesses identify potential conflicts between estate plans, business agreements and insurance arrangements. Its free, browser-based checkup takes about five minutes, requires no document uploads or contact details, and highlights areas that look clear, need review or remain unknown. The site also offers calculators and practical guides on topics including buy-sell agreements, insurance funding, incapacity, succession, trusts, family fairness and business valuation.
For owners seeking next steps, Morrowgate offers a 30-minute conversation to review relevant documents and develop questions for their attorney and CPA. The firm can also coordinate with those professionals on planning updates. TrustAndEstate.ai is educational, not a legal or tax advisory service: it does not draft documents or provide legal advice. The resource is written by Morrowgate founder Greg Garone, CEPA®, and reflects the firm’s wealth-planning work with business owners, individuals and families. Morrowgate is based in Rochester, New York, and works with owners nationwide by video.
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