An Opportunity for Financial Professionals and Entrepreneurs
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.
Get With The Program!
Be a TrustlockPRO® and compete on a level that gets you new clients and ongoing residual income.
No other financial services marketing company even comes close to what we offer.
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TrustlockPRO News & Press
Do You Really Need to Go to a Lawyer’s Office to Obtain Safe, Effective Estate Planning Documents to Protect Your Family? The Answer is NO!
Unfortunately for most lawyers the information age, the Internet, Nolo Press and Legal Zoom have created opportunities for consumers to obtain legal documents online from the safe environs of their home. Are these documents legit? Of course. Legal Zoom and Nolo Press have a long history of creating valid legal documents for consumers available via a web-based online document creation strategy. TrustlockUSA is the latest company to [...]
There are Still Last-Minute Tax Deductions Available to You for 2019!
In her article, "Don't Miss Out on This Last Minute Tax Planning Tip" Megan Gorman from Forbes.com writes: It usually happens in your accountant’s office or when meeting with your financial planner. As you review your 2019 W-2, it becomes clear that you are missing out on a key tax benefit: maxing out your Health Spending Account or HSA. To some degree it might not seem important or [...]
Family Fighting in the Age of Parental Illness—How to Avoid the Greatest Family Crisis of Aging Parents’ Finances.
The rubber really hits the road when mom and dad get sick: how to obtain proper medical care? How to pay their bills? Who is going to take them to the doctor’s appointments? Who is going to ensure that their medicine is properly administered? These questions generally turn even the most erstwhile loving family into a quagmire of emotional outbursts including arguments over control, love and responsibility. [...]
