We help families like yours achieve their estate planning goals quickly, efficiently and cost-effectively with the hands-on assistance of Trusted Advisers ('TAs')

• TAs help you understand your estate planning options
• TAs gather your information using the secure 'e-Questionnaire'
• Your confidential data is transmitted to e-Trusts using 128-bit SSL encryption to ensure the highest level of security and confidentiality
• Estate Portfolio documents are drafted to reflect your unique wishes and circumstances using state-specific language developed by top legal experts
• A Reviewing Attorney analyzes your circumstances, answers your questions and completes the drafting of your documents with a high degree of accuracy and reliability
• TAs coordinate the signing of your Estate Portfolio documents and the transfer, or 'funding' of assets into your Trust
• Your documents are archived in a secure storage facility and can be easily modified and updated as your circumstances change