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E-Trusts offers a complete range of state-of-the-art Estate Planning products including:

Revocable Living Trusts ('RLTs')

  Individual Grantor - Revocable Living Trust Estate Portfolios
  • Individual Grantor Trust ~ Single Trust for Unmarried Grantor (non A-B)
  • Individual Grantor 'QTIP' Trust ~ Single 'QTIP' Trust for Married Individual
  • Individual QDOT Trust ~ Single Trust for Resident Alien / non-U.S. Citizen
  Joint or Married Grantors - Revocable Living Trust Estate Portfolios
  • Separate Marital QTIP Trusts ~ Separate QTIP Trusts for Married Grantors
  • Joint Marital QTIP Trust ~ Joint QTIP Trust for Married Grantors
  • Marital QDOT Trusts ~ Qualified Domestic Trusts for non-U.S. Citizens

Irrevocable Life Insurance Trusts ('ILITs')

  Individual Grantor - ILIT Estate Portfolio
  • Individual Grantor ILIT ~ one-life policy with simple or complex distribution
  Joint or Married Grantors - CRT Estate Portfolio
  • Marital - Dual Grantor ILIT ~ for 2nd-to-die policies with complex distribution

Charitable Remainder Trusts ('CRTs')

  Individual Grantor - CRT Estate Portfolio
  • Individual CRUT ~ one-life payout with no term of years
  • Individual NIMCRUT ~ one-life payout or term of years with income makeup
  Joint or Married Grantors - CRT Estate Portfolio
  • Marital CRUT ~ one-life payout with no term of years
  • Marital NIMCRUT ~ one-life payout or term of years with income makeup
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