Regularly reviewing a trust is an important part of effective trust administration and long-term estate planning. Changes in family circumstances, financial holdings, applicable laws, or personal objectives may all affect whether a trust continues to reflect the grantor’s intentions. This checklist is designed to help trustees and grantors conduct a thorough annual review, identify potential issues, and ensure that the trust remains accurate, complete, and up to date.

Inside this checklist, you will find organized review sections covering trust assets, beneficiary designations, trustee appointments, funding status, financial records, legal documents, and administrative responsibilities. It also provides space for notes, follow-up actions, and future planning considerations, making it an effective tool for maintaining a well-managed trust year after year.