Why Advisor Centric Trusts?

Advisor Centric Trusts (ACtrusts) was created in response to the repeating concern of advisors and financial professionals who felt left out of the estate planning process of their clients. Far too often, advisors were excluded by attorneys who failed to involve or inform the advisor of the estate plan and additional business opportunities for the advisor were missed or never materialized. ACtrusts seeks to change all that. 

Advisor Centric Trusts provides financial advisors the means to helping their clients develop peace of mind in the estate planning process, while keeping central to their client relationship. 

The Trusted Attorney Network was created to connect advisors/financial professionals with attorneys committed to providing high quality, personalized estate plans at reasonable prices.  After ACTrusts completes extensive due diligence, attorney firms in selected states are invited to become members of the network.  The attorneys in the network are committed to collaborating with the advisor to assure a unified relationship is maintained and service is provided to the mutual client with excellence.

Attorneys in the network, specialize in estate planning and have the capacity to assist a large volume of clients with needs ranging from a simple trust to a complex estate plan.  Ten years experience; professional support staff: membership in recognized legal organizations such as the WealthCounsel are required minimums for firms to be selected for the Trusted Attorney Network.

WHY PARTNER WITH ADVISOR CENTRIC TRUSTS?

An estate plan is more than a notebook of legal documents to be exercised when one dies. People want the peace of mind knowing that the business of making clear their wishes for their estate at death and during their life has been done correctly and appropriately. No one wants to be a burden on their family while they are alive. No one wants friends and family doing battle among themselves or with the government after they die. Completing an estate plan is an important part of living without guilt or worry.

It is estimated that only about 30% of the adult population has an appropriate estate plan. It is most fitting that the financial advisor/professional encourages their clients to execute an estate plan. It is fitting, too, that the advisor be part of the process working with the attorney to make sure that the financial contracts and accounts meet the needs and desires of the client. Advisors should expect that being part of the estate planning process will deepen their relationship with their client in addition to generating any additional business that may come their way as a result. 

The Advisor Centric Trust Process keeps the advisor/professional central to the process. Advisor Centric Trusts has created all the marketing collateral to introduce your client to estate planning and one of the firms in the Trusted Attorney Network. Once your client chooses to engage the law group, you, as the financial professional/advisor will participate in calls and meet (in person or virtual) with your client to gather all the information needed to complete the legal and follow up financial work that must be done.  

The days are gone of feeling that you have lost your client after referring them to the law firm. Advisor Centric Trusts and the Trusted Attorney Network are your collaborative partners in providing your clients with an essential service.