KEY ROLES
Trustor
A person or institution that conveys ownership of a property or creates a trust; a.k.a. creator/grantor/settlor.
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Key Features
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Deliver Ongoing Advice
Drive ongoing estate planning discussions
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
Company
KEY ROLES
A person or institution that conveys ownership of a property or creates a trust; a.k.a. creator/grantor/settlor.
Estate & Gift Tax Exemption
Under the current administration, an individual can leave up to $11.58M to heirs without incurring federal estate tax, a married couple can leave up to $23.16M.
Estate Planning
The management of how assets will be transferred to beneficiaries when an individual passes away.
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Talk to our sales team today.