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

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Serving Families in Perpetuity

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Provide unparalleled trust services delivering value to the client

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No investment and/or insurance products no conflict

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Create a pleasant user-friendly client experience

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Ability to make informed but quick decisions

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Design trust products and services by listening to our clients

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Customized trust services (not cookie cutter)

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Continually upgrading services to maintain market edge

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

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Offer unparalleled experience in trust situs

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

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No sales quotas New business flow results from above philosophy

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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:

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Directed Trusts

Regulated Private Family Trust Co.

Unregulated Private Family Trust Co.

Trusts for International Families

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

estate attorney time to find qualifications.

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

  1. One can consider a LegacyChange Plan to economically ease and shorten the Probate process.
  2. 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.
  3. Name beneficiaries on your retirement and bank accounts.
  4. 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

Copyright 2018-2021  K. B. Wheeler Jr. All rights reserved 3-10  5-D