The e-Trust Network is reducing the cost and complexity of estate planning for Trusted Advisers ('TAs') and their clients by streamlining and automating every step of the process.

We enable TAs to meet the growing demand for estate planning solutions and help clients achieve their estate planning goals.

Here's how:

• TAs educate clients about their estate planning options using our powerful, multi-media presentations. All (.ppt) presentations include speakers notes.
• TAs gather confidential client information using our comprehensive 'e-Questionnaire' forms
• Estate Portfolio documents are drafted to reflect each client's unique circumstances using state-of-the-art language developed by leading experts
• Reviewing Attorneys (RAs) answer clients' questions and complete the preparation of documents with a high degree of accuracy and reliability
• TAs may earn fee remuneration for educating clients, gathering data and 'funding' assets into Trust
• Clients benefit from having a durable, funded estate plan in place and knowing that their wishes will be carried out