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Personal finance glossary

Trust

Definition

A legal arrangement where a trustee holds and manages assets for named beneficiaries under written rules. A revocable living trust, the most common kind, lets you control everything while alive and passes assets at death without probate.

Why it matters

A trust adds what a will cannot: probate avoidance, privacy, and control over timing, such as staging an inheritance instead of handing a lump sum to an 18-year-old. It only works for assets actually retitled into it.

Example

Parents place their $400,000 home and investment accounts in a revocable living trust naming their children as beneficiaries at ages 25 and 30. At the second death, the successor trustee distributes on that schedule, no court involved; the vacation account they forgot to retitle goes through probate anyway.

Related terms

This definition is educational, not financial, legal, or tax advice. U.S. rules and limits change; verify time-sensitive details with official sources. See our disclaimer.

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