A Trust Based Plan that Covers Everything!
A virtual estate plan that covers everything, and every one you care about, needs to be a comprehensive plan. The Portfolio contains all estate planning documents you may need. This is the best way to protect your family.
Avoid probate court by directing your assets to pass seamlessly to your beneficiaries. Customize your asset distributions, notes about special request, and guardianship appointments, unlimitedly with your membership
Each client is paired with a licensed attorney, who partners with the clients' financial advisor of choice to make sure that documents are completed and implemented, and that the trust is continuously funded and properly maintained .
A Comprehensive Estate Plan Includes:
We empower people through putting them in control of their own estate plan by utilizing technology and a fully virtual platform that has disrupted the conventional attorney control over document changes and the archaic methods of the estate planning industry.
We enable end-user clients, in the privacy of their own home or at their financial advisors office, with the assistance of Integrated Trust System's staff and Attorneys, to create a paperless living trust estate plan that can be electronically (i) implemented, (ii) funded, (iii) stored, (iv) modified, and (v) shared.
My LifeCard Plan® placements are made available through Integrated Trust Systems' service platform: www.MyLifeCardPlan.com
The following information is intended for educational use only and not to replace or supplement any tax or legal advice. Personal tax and/or legal counsel should accompany the implementation of any planning methods described on this website.