Your Eternal Trust

Eternal Legacy Trust

The Perpetual Legacy Trust

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Your Eternal Legacy Trust

Basics

Your Legacy Advisor-Terms

Unique and Creative Trust Strategies

The Ideal Trust Management Environment for Success

Experience & Proven Management Team Success

Flexible, Individualized Cost-Effective Trust Services

The Eternal Legacy Trust or "Perpetual Trust" for the Affluent Wishing an Eternal Gifting Legacy

DRT vs CRT

Serving Families in Perpetuity

Provide unparalleled trust services delivering value to the client

No investment and/or insurance products – no conflict

Create a pleasant user-friendly client experience

Ability to make informed but quick decisions

Design trust products and services by listening to our clients

Customized trust services (not cookie cutter)

Continually upgrading services to maintain market edge

Provide a substantial "no state taxable" presence regarding trust administration

Offer unparalleled experience in trust situs

Remain a top-rated trust, asset protection, privacy and tax jurisdiction

No sales quotas – New business flow results from above philosophy

For more detail about a personal trust Please contact us.

We ask goals to retain an estate professional for a no fee first

interview to find if any alternatives may be considered as:

Directed Trusts

Regulated Private Family Trust Co.

Unregulated Private Family Trust Co.

Trusts for International Families

We wish to be frugal with your time, our time and

estate attorney time to find qualifications.

With no Trust but a will, how does one relieve the probable long expensive Probate process?

One can consider a LegacyChange Plan to economically ease and shorten the Probate process.

Write a Living Trust or Other Trust. The most straightforward way to avoid probate is simply to consider a Living Trust. The EternalLegacyTrust is generally for larger estates.

Name beneficiaries on your retirement and bank accounts.

Joint Tenancy with a Right of Survivorship.

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To view various Trust alternatives Go Here &

Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

Why not a will or have no will to probate?

For Special Beneficiaries Estate Planning Go here