Business Details
33 Years
experience
Your Trusted Partner for Estate Planning Document Solutions
As a leading national document fulfillment organization, Estate Planning Source has specialized in estate planning solutions for over 30 years. We collaborate with a nationwide network of attorneys and financial advisors to deliver customized revocable living trust documents, ensuring compliance with state and federal laws. Our team focuses exclusively on streamlining the trust creation process, providing comprehensive training and educational resources to professionals and clients.With over 70,000 trusts finalized, we prioritize accuracy, integrity, and client-specific customization. Our Wyoming-based operations emphasize transparency, avoiding mass-marketing tactics or cookie-cutter templates. We empower advisors and attorneys to offer holistic estate planning services while maintaining rigorous quality standards through continuous document updates and industry education.
Services
Living Trust Documents
Document Customization
Training Programs
Webinars
Newsletter
Details
- Year established: 1993
Highlights and features
- Over 30 years of experience in estate planning document fulfillment
- Custom-drafted trusts tailored to individual client needs
- National network of qualified attorneys and financial advisors
- No mass-marketing or cookie-cutter document templates
- Comprehensive training and educational resources for professionals
Services
Living Trust Documents
We create customized revocable living trust documents through a national attorney network. Our legal templates ensure compliance with evolving state and federal regulations while accommodating individual client circumstances. This service streamlines estate transfer processes while maintaining legal validity across jurisdictions.
Document Customization
Our team adapts trust documents to meet specific client requirements through attorney-guided modifications. This process incorporates unique family dynamics, asset distributions, and contingency planning while maintaining structural legal integrity. Customization ensures documents remain enforceable and relevant to individual needs.
Training Programs
We deliver specialized training for financial advisors and attorneys through workshops and certification courses. Our curriculum covers trust implementation strategies, client consultation techniques, and compliance updates. This education enhances professionals' ability to deliver comprehensive estate planning solutions.
Webinars
Our web-based educational series covers estate planning fundamentals and advanced strategies. These sessions provide accessible learning opportunities for professionals and clients about trust benefits, legal requirements, and implementation best practices through interactive virtual platforms.
Newsletter
We distribute regular publications containing estate planning insights, legal updates, and industry trends. This resource keeps professionals informed about regulatory changes, emerging planning techniques, and client education strategies through curated content delivered directly to subscribers.
Questions
What estate planning services does your company provide?
We specialize in revocable living trust document creation, customization, and distribution through a national attorney network.
How long has your company been in business?
We've provided estate planning solutions for over 30 years with a proven document fulfillment system.
Do your documents work in all US states?
Yes, our trusts are designed to maintain legal validity across state jurisdictions.
How are your services different from online document services?
We work through licensed attorneys to provide customized legal documents rather than generic templates.
What professional training options do you offer?
We provide webinars, workshops, and certification programs for financial advisors and attorneys specializing in estate planning.
