We empower Trusted Advisers ('TAs') to help clients achieve their estate planning goals by streamlining and automating each step of the processusing collaborative, Web-based tools.

• TAs use our powerful, multi-media presentation materials to help educate Clients about their estate planning options
• TAs gather confidential client information using our comprehensive, Web-based 'e-Questionnaire' forms
• Confidential client data is transmitted securely to e-Trusts using 128-bit SSL encryption to ensure the highest level of security and confidentiality
• Estate Portfolio documents are drafted to reflect each client's unique wishes and circumstances using state-of-the-art language developed by leading experts
• Reviewing Attorneys (RAs) answer client questions and complete the preparation of documents with a high degree of accuracy and reliability
• State-specific Estate Portfolio documents are automatically assembled reflecting each client's circumstances using language developed by leading experts
• TAs earn fees for educating clients, gathering data and 'funding' assets into Trust
• RAs earn fees for consulting with clients, verifying data and 'drafting' documents