Abstract: The funding and administration of a long term investment and/or retirement trust for a minor child or minor children are facilitated by the present invention. In one embodiment, the present invention provides a system and method for the real-time, interactive, dynamic modeling and goal-solving for the pre-funding of a retirement benefit account specific to a minor child. In another embodiment, the present invention provides a system and method for the input of user variables specific to the requirements necessary for the real-time production of trust documents necessary and specific to the purpose of establishing a funded pre-retirement trust for a minor child.

Abstract: The funding and administration of a long term investment and/or retirement trust for yet-to-be born individuals are facilitated by the present invention. In one embodiment, the present invention provides a system and method for the input of user variables specific to the requirements necessary for the real-time production of trust documents necessary and specific to the purpose of establishing a funded pre-retirement trust for a yet-to-be born individual.

Abstract: The funding and administration of a long term investment and/or retirement trust for a minor child or minor children are facilitated by the present invention. In one embodiment, the present invention provides a system and method for the real-time, interactive, dynamic modeling and goal-solving for the pre-funding of a retirement benefit account specific to a minor child. In another embodiment, the present invention provides a system and method for the input of user variables specific to the requirements necessary for the real-time production of trust documents necessary and specific to the purpose of establishing a funded pre-retirement trust for a minor child.

Abstract: The funding and administration of a long term investment and/or retirement trust for a minor child or minor children are facilitated by the present invention. In one embodiment, the present invention provides a system and method for the real-time, interactive, dynamic modeling and goal-solving for the pre-funding of a retirement benefit account specific to a minor child. In another embodiment, the present invention provides a system and method for the input of user variables specific to the requirements necessary for the real-time production of trust documents necessary and specific to the purpose of establishing a funded pre-retirement trust for a minor child. The present invention accommodates age-banded funds and investment options, life insurance funding vehicles, loan funding vehicles and alternative (e.g., non-retirement) distribution options.