Estate Trusts
Protecting Your Assets from the High Cost of Aging
A Simple Solution to a Complex Problem
As the cost of aging rises and the probate process becomes more complex, families are looking for smarter, simpler ways to secure their legacy and avoid unnecessary complications.
Offered through our trusted insurance company partners, our Estate Planning Insurance Trust is a modern solution designed to offer a powerful way to preserve wealth, reduce taxes, and ensure that your wishes are carried out—without court delays or legal red tape.
Legacy Planning Delivered by Agents Who Care
Estate planning can feel overwhelming—especially when it comes to protecting your assets, avoiding probate, and preserving your legacy. That’s where the Estate Planning Insurance Trust comes in. It’s a simple, secure way to set aside funds for your loved ones without the complexity of traditional legal planning. No attorney required.
Offered exclusively through licensed agents, it complements existing plans by helping families take action early—without the cost, complexity, or delay of traditional trust initiation processes. So whether you’re just getting started on your estate planning journey, or are concerned about the future, the Estate Planning Insurance Trust is a simple but effective first step.
Frequently Asked Questions
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The trust is built on a single premium life insurance chassis, allowing the funds to pay out a tax-free death benefit within 24–48 hours of passing, directly from the insurance company.
Is the Estate Planning Insurance Trust Right for You?
Wherever you are in the planning process, the Estate Planning Insurance Trust can help you protect more, plan smarter, and keep control—without the need of an attorney. To learn more, contact an advisor today.