As a leading national document fulfillment organization, The Estate Planning Source offers one of the finest revocable living trust document packages available, matured through more than 1,000 network attorneys. Acting as a "back office" for attorneys, the associates at The Estate Planning Source prepare requested documents, customizing, printing, and assembling a trust package.
To date the company has finalized over 60,000 trusts. Detailed and comprehensive, these trust documents have been developed through years of hands-on improvement by hundreds of attorneys throughout the United States resulting in thousands of satisfied clients. They are drafted to ensure accuracy with current state and federal laws, and are updated as changes occur.
To date the company has finalized over 60,000 trusts. Detailed and comprehensive, these trust documents have been developed through years of hands-on improvement by hundreds of attorneys throughout the United States resulting in thousands of satisfied clients. They are drafted to ensure accuracy with current state and federal laws, and are updated as changes occur.
Services
As an attorney in our Licensed Attorney Network, you will be able to provide the finest estate planning document packages to your clients, matured through more than 1,000 network attorneys, and utilize our excellent support services as your back office.
Our system allows you to build the estate planning portion of your business by receiving referrals from our network of Independent Advisors, save valuable time on research of federal law changes, and reduce the cost of generating new clients.As an Independent Advisor you will be able to support your client from start-to-finish by assisting in the non-legal aspects of the estate planning process.
Our system allows you to build the estate planning portion of your business by receiving referrals from our network of Independent Advisors, save valuable time on research of federal law changes, and reduce the cost of generating new clients.As an Independent Advisor you will be able to support your client from start-to-finish by assisting in the non-legal aspects of the estate planning process.
As an Independent Advisor in our professional network, you will be able to support your client from start-to-finish by assisting in the non-legal aspects of the estate planning process.
This includes educating your clients on estate planning concepts, gathering information, working in conjunction with an attorney in our network, to create important planning documents, a living trust, aiding in the execution and funding of the trust, and assisting with the settlement process.
This includes educating your clients on estate planning concepts, gathering information, working in conjunction with an attorney in our network, to create important planning documents, a living trust, aiding in the execution and funding of the trust, and assisting with the settlement process.
Detailed and comprehensive, these documents have been developed through nearly 30 years of hands-on improvement by hundreds of attorneys throughout the US resulting in thousands of satisfied clients. They are drafted to ensure accuracy with current state and federal laws, and are updated as changes occur.
The Living Trust book was written by Henry Abts III, founder of The Estate Plan. The Living Trust did not just materialize overnight. The seeds germinated for many years, he was influenced by situations that he encountered through personal experiences as well as a host of situations specific to his clients.
The Advanced Institute is a professional training course that offers an extensive education on current topics affecting your estate planning practice. Each subject is presented by an expert in the industry. An example of training topics are Medicaid and Veterans Planning, When a Corporate Trustee is Necessary, The Power of Trust Provisions, IRA Trust Planning, Settling the Estate, and more.
Reviews (2)
Jeffrey G. Marsocci
Nov 18, 2021
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As an lawyer, I frequently get asked for attorney referrals in different states for friends and family members. I'm always comfortable referring to attorneys who use documents through The Estate Planning Source because they are the best I've seen in more than 25 years of practice. And if you're a lawyer getting into estate planning, want to help your clients avoid probate, and want a good document solution, then The Estate Planning Source is an excellent network to join and help grow your practice.
Allison Dewar Cairns
Jun 07, 2018
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