Affinity Trusts is a solution to a growing need in the marketplace for a company that functions as a conduit between professional estate planning attorneys and Financial Institutions, Associations, and Employer Groups. From our experience in providing this service, we discovered that the majority of institutions do not offer estate planning to their members, employees and/or clients.
As institutions increasingly strive to deliver a total solutions package of financial products to their constituents, it is essential that they assist in the accumulation and preservation of a client's assets, but also in the transfer of a client's estate to his/her heirs in a timely and cost-effective manner.
As institutions increasingly strive to deliver a total solutions package of financial products to their constituents, it is essential that they assist in the accumulation and preservation of a client's assets, but also in the transfer of a client's estate to his/her heirs in a timely and cost-effective manner.
Services
By facilitating all aspects of partnership marketing, Affinity Trusts provides innovative messaging to your constituents about the importance of protecting their wealth for generations to come. We offer complimentary educational seminars and resources to help your members, employees and/or clients understand a wide range of planning issues.
There is a perception that estate planning is only for the rich. This couldn't be further from the truth. In reality, an estate plan is a critical part of ensuring that wishes are carried out should an individual become incapacitated or pass away. This applies to estates of all sizes, large and small, the elderly and the young.
Being able to ultimately distribute your property to chosen "heirs and beneficiaries" in a manner YOU so wish (quickly, privately and cost-effectively). You do not need to be wealthy to have an estate plan; you simply need to have possessions or money, even the smallest amount, to be passed on.
Additionally, estate planning refers to medical and health procedures and power of attorney documents that make sure your wishes are carried out if you are unable to make decisions on your own behalf.That makes it one of the most overlooked areas of personal finance, but it's also one of the most important.
Additionally, estate planning refers to medical and health procedures and power of attorney documents that make sure your wishes are carried out if you are unable to make decisions on your own behalf.That makes it one of the most overlooked areas of personal finance, but it's also one of the most important.
Our goal is to work collaboratively with your team to satisfy the extraordinary demand for trusted, accessible and affordable, estate planning services. Together, we can achieve extraordinary results by passionately and honestly guiding members towards realizing their financial objectives. We are committed to delivering added value to your members by introducing an innovative program to your repertoire of financial solutions.
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