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ESTATE PLANNING
TrustlockPRO integrates a powerful estate planning solution and residual income opportunity.
TrustLockUSA has developed the ‘ultimate’ Living Trust “package,” prepared in an exceptionally inviting digital format. The TrustlockUSA Estate Planning documents provide your clients with the most comprehensive and professional Revocable “Living” Trust package available from any source.
Your TrustlockPRO dashboard will show the clients you have successfully referred to start a TrustlockUSA membership. You can use this information to time estate plan reviews with your clients on a yearly basis. And since TrustlockUSA is a web based solution you can review your clients estate planing documents online anytime, anywhere.
TrustlockUSA® License
TrustlockPRO members get complete access to TrustlockUSA’s Digital Estate Planning system. They are able to guide clients through the document creation process and help them out year to year by reviewing the estate planning documents they have created on their behalf.
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Be a TrustlockPRO® and compete on a level that gets you new clients and ongoing residual income.
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TrustlockPRO News & Press
Millennials Need to Start Talking about Estate Planning with their Parents
Millennials, talk estate planning with your parents Doing so can allow you to focus on care without stressing over critical choices in an emergency Erin Lowry PUBLISHED JAN 17, 2021, 5:00 AM SGT FACEBOOKTWITTER NEW YORK (BLOOMBERG) - Despite years of being seen as self-involved, overindulged children who cannot get it together, millennials have been growing up. In fact, some millennials are ageing into their 40s. This [...]
Estate Planning is a Sobering Experience–Perfect for your New Year’s Eve in 2020
Amy C. Arnott, CFA Nov 2, 2020 Facing the reality of our eventual deaths and the potential impact on our family has been a sobering experience--and one we’re still working through. All the relevant documents have been signed, sealed, and delivered (neatly organized by our attorney in a handy binder), but the process doesn’t end there. For us, getting the formal documents finalized was important, but we [...]
Estate Planning is Really About Them–Not You
Having an Estate Plan Is Really Not About You - It Is About Them This article brought to you courtesy of Paula Walker, Confluence Law Center, Gresham Outlook Insider Estate Planning Expert. The New Year it is a good time to reflect on those closest to you. They are the ones who will be called upon to take care of your affairs when you pass. A stark [...]
