MyDiscretionary is a discretionary decision support tool for Trustees to consolidate the nuances of trust administration into one streamlined workflow. From receipt to release, MyDiscretionary replaces email chains and spreadsheets with Monte Carlo viability and an audit-grade compliance trail.
Designed from the ground up for trustees, beneficiaries, and the firms that serve them — bringing every distribution decision onto a single, defensible timeline.
Every request is analyzed against 10,000 simulations modeling investment returns, inflation, life expectancy, and recurring spend — framing each approval in sustainability terms, not gut feel.
Health, education, maintenance, and support categorization with provision-level controls, so every decision maps to the trust's governing standard.
Every approval, denial, document request, and message lives in the platform. The compliance trail is a feature, not a chore.
MyDiscretionary safeguards sensitive financial and personal data with defense-in-depth controls and a complete, immutable record of activity.
MyDiscretionary is built and operated by MyDiscretionary LLC, an Ohio limited liability company based in Sandusky, Ohio. The platform is available to Trust Companies, Law Firms, and individual Trustees seeking to enhance their distributive process.
To learn more, request access, or ask about bringing your firm onto the platform, contact our team — we'd be glad to help.