Trinity Technology Co., Ltd.
More than 40% of judicial scriveners answered that they have experience proposing family trusts, and more than 50% have consulted about family trusts.
~Conducting a fact-finding survey on judicial scriveners’ family trusts~
Trinity Technology Co., Ltd. (Location: Minato-ku, Tokyo;
Representative Director: Hiroshi Mawa; hereinafter referred to as Trinity Technology), which operates “Smart Family Trust”
(https://sma-shin.com/), is a judicial scrivener. We would like to inform you of the results of the “Fact-finding survey on judicial scriveners’ family trusts” targeting 103 people.
Fact-finding Survey on Family Trusts by Judicial Scrivener_Summary
Survey outline: Fact-finding survey on judicial scriveners’ family trusts Survey method: Internet survey planned by IDEATECH’s research PR “Resapie (R) ︎” Survey period: December 26, 2022 to January 2, 2023
Valid responses: 103 judicial scriveners (independent: 57.3%, office workers 41.7%)
*Composition ratios are rounded off to the second decimal place, so the total does not necessarily add up to 100.
*This survey is a summary of responses to an internet survey of judicial scriveners, and does not represent statistics for judicial scriveners as a whole.
1. Please cite the name “Smart Family Trust” as the source of the information. 2. If you use it on your website, please set the following link as the source. URL: https://sma-shin.com/
Judicial scriveners were the most frequently cited sources of consultation regarding family trusts in the “Fact-finding survey on family trusts, targeting 316 people who have used family trusts”. Therefore, in order to conduct a more detailed survey on family trusts, this survey conducted a fact-finding survey on judicial scriveners’ family trusts.
Related survey: Survey of 316 users of “Family Trust”, about 90% said they were satisfied with the implementation of the “Family Trust” https://prtimes.jp/main/html/rd/p/000000030.000077937.html
54.4% of judicial scriveners have experienced consulting on family trusts When asked, “Q1. Have you ever consulted about a family trust?” have become. [Image 2
Q1. Have you ever consulted about a family trust?
・ Many times: 21.4%
・ 1-2 times: 33.0%
41.7% of judicial scriveners have experience proposing family trusts When asked, “Q2. Have you ever proposed a family trust?” I was. [Image 3
Q2. Have you ever proposed a family trust?
・ Many times: 17.4%
・ 1-2 times: 24.3%
29.1% of judicial scriveners have experience structuring family trusts When asked, “Q3. Have you ever set up a family trust?” I was. [Image 4
Q3. Have you ever set up a family trust?
・ Many times: 14.5%
・ 1-2 times: 14.6%
The most common number of family trust formations is “1 or 2 times” To those who answered “many times” or “once or twice” in Q3, we asked “Q4. We were able to obtain responses from 24 people, including 4 cases and 20 or more cases.
Q4. How many family trusts have been established? (Free answer) Various sources of introductions for major family trust projects For those who answered “many times” or “once or twice” in Q3, “Q5. Please tell us the main sources of family trust projects (tax accountants, financial institutions, etc.). (Free answer)” When I asked (n = 30), I was able to get answers from 22 people such as “tax accountant” and “financial institution”.
-Free answer/partial excerpt-
・Family Trust Counseling Center
・Affiliated real estate company
43.3% of judicial scriveners who established family trusts continue to actively support trustees
For those who answered “many times” or “once or twice” in Q3, “Q6. Do you continue to support the trustee after establishing a family trust?” (n=30 ), 20.0% said, “I have an interview (including online) at least once a month,” and 13.3% answered, “I contact them by email, etc. at least once a month.”
Q6. After setting up a family trust, do you continue to support the trustee? ・Interviews (including online) at least once a month: 20.0%
・ Contacting by e-mail, etc. at least once a month: 13.3%
・ Contact about once every 3 months: 10.0%
・Although I do not contact myself, I receive and respond to questions from the trustee at any time: 26.7%
・Family trust management after formation is left to individual trustees: 10.0% ・Cannot answer: 20.0%
56.3% of judicial scriveners want to actively accept family trusts in the future When asked, “Q7. What options do you have for future family trust initiatives?” 22.3% said, 20.4% said, “I have a track record of being appointed and would like to continue to respond if there is a need for consultation in the future.”
Q7. Please tell us about the options that apply to future initiatives for family trusts.
・I have a track record of accepting appointments and would like to create a dedicated team and actively take on projects in the future: 3.9%
・ I have a track record of accepting appointments and would like to continue to respond if there are any consultations in the future: 20.4%
・Although there is no record of acceptance, I have acquired knowledge and have a system in place to respond to consultations in the future: 9.7%
・I have no track record of accepting appointments, but would like to consider taking appointments positively if I receive a consultation in the future: 22.3%
・There is no track record of acceptance, but there is a desire to work on it, but it is difficult to accept it under the current system: 19.4%
・There is no track record of acceptance, and there are no plans to work on family trusts in the future: 16.5%
・I don’t know/can’t answer: 6.8%
On the other hand, 35.9% of judicial scriveners answered that they have no plans to work on family trusts in the future.
For those who responded in Q7, “I have no track record of accepting trusts and would like to work on it, but it is difficult to accept it under the current system” and “I have no track record of accepting trusts, and I have no plans to work on family trusts in the future.” (Multiple answers allowed)” (n=37), 32.4% said, “I feel that family trusts are risky.” 27.0% answered that they do not have knowledge of the family trust, and 27.0% answered that they find it difficult to continue to be involved with customers after setting up a family trust.
Q8. Please tell us why you have no plans to work on family trusts in the future. (multiple answers)
・ Because I feel that family trusts are risky: 32.4%
・Because there is no knowledge of family trusts: 27.0%
・Because it is difficult to continue to be involved with customers after establishing a family trust: 27.0%
・I feel that family trusts are a heavy burden: 24.3%
・Because I am not interested in family trust in the first place: 18.9% ・Because of lack of human resources: 16.2%
・Because I am reluctant to work on tasks that I have never worked on before: 5.4%
・Because they don’t think they can monetize with a family trust: 5.4% summary
This time, we conducted a fact-finding survey on judicial scriveners’ family trusts, targeting 103 judicial scriveners.
With the advent of a super-aging society, there is concern about the problem of “freezing assets due to dementia,” and in recent years attention has been focused on “family trusts” as a countermeasure. Through this survey, it was found that 54.4% of judicial scriveners had experience of consulting on family trusts, and 41.7% had experience of proposing family trusts.
Furthermore, 29.1% have established a family trust, and 43.3% of them have actively and continuously provided trustee support.
As a judicial scrivener, in the future, regarding family trusts, “I have no track record of accepting trusts, but I would like to positively consider accepting them if I receive consultation in the future.” While there were ambitious opinions such as “I want to buy a family trust”, there were also voices of concern about the risks and lack of knowledge about family trusts.
Proper promotion of family trusts. “Smart Family Trust” Property Infrastructure for an Era of 10 Million Elderly with Dementia In order to solve the problem of asset freezes due to dementia, we provide a “smart family trust” service that promotes the proper spread of family trusts.
Smart Family Trust is the first in Japan that combines consulting and SaaS products that not only allow experts to consult on the
composition of family trusts, but also allow you to easily manage entrusted money and assets with an app after concluding a trust agreement. ‘s service.
With a system equipped with API linkage with trust accounts and continuous support from experts such as judicial scriveners, it is possible to greatly reduce the hassle of managing family trusts and safely manage family assets. increase.
Through smart family trusts, we will solve Japan’s huge social issues by eliminating people who suffer from asset freezes by properly disseminating family trusts nationwide.
Mission: Create a safe and secure world with the power of people and technology Company name: Trinity Technology Co., Ltd.
Location: 2-1-1 Shimbashi, Minato-ku, Tokyo Building 1F Established: October 30, 2020
Representative Director: Kazuhiro Ma
Group companies: Judicial Scrivener Corporation Trinity Group, Lawyer Corporation Trinity Group, Administrative Scrivener Corporation Trinity Group
Group Founded: July 1, 2009
Company URL: https://trinity-tech.co.jp/
・ Operation of the family trust service “Smart Family Trust” https://sma-shin.com/
・Operation of “TRINITY LABO.”, a community of experts on family trusts, inheritance, etc. https://trinity-labo.com/
・ Operation of inheritance procedure “Smartphone de Inheritance”, etc. https://trinity-tech.co.jp/souzoku-lp/
*Information is current as of the date of announcement.
Please note that information is subject to change without notice. Details about this release: