Trust & Estate Planning
The simplest trust program for advisors
Great point of entry for prospects & clients
The majority of Americans who have considered getting a trust never follow through. That’s because they often don’t know where to start.
Finding the Assets
By leading with a trust & estate plan your clients will see the value you bring before you ever start talking about products as solutions.
Increase Your Sales
Once you identify the assets you can make a plan that suits your clients’ situations and provides specific solutions for them.
Why would you want to be able to offer a trust service to your clients?
We Make It Simple
90 in 90
The Quickest Estate Plan
Your clients can complete 90% of their estate plan in 90 minutes. Our simple process makes this the most client-friendly program and demonstrates the value you bring.
A Team Behind You
Everything You Need
You don't have to be the expert. We have an entire trust & estate planning team that will walk your clients through the entire process. All you need to do is help your prospects & clients understand why they should consider an estate plan and our team takes it from there.
All Online
Never Leave Home
With our trust & estate program, your prospects & clients can complete their entire trust right from the safety of their own home. They don't have to get anything notarized, don't have to go to the courthouse, or even change ownership of anything. All from the comfort of their home.