simplifying estate planning implementation

Helping remove friction for the advisor allowing for a seamless integration of planning and implementation.

Our Solution

Connects to the next generation through a wealth transfer process that provides critical family insights

Empowers advisors to leverage the unique characteristics of a trust account to achieve their clients goals

Engages all critical parties with a cohesive experience: family members, advisors, attorneys, and trustees

Our Services

Estate Planning

Stay Competitive with
Estate Planning Attorneys on Your Side

Nurture your client-family relationships with best-in-class estate planning from our independent attorney network.

Trust Management

Manage Client Assets with Support from a Select Corporate Trustee

Deliver superior service to your clients with a vetted corporate trustee that keeps you at the center of the relationship.

how it works

Today's Experience

Reactive - Client requests drive advisors to search for ad hoc solutions that sub-optimize the experience

Reluctant - Advisors believe that they need more expertise to manage a wealth transfer process

Incomplete - True financial planning can't be achieved without fully incorporating wealth transfer

Disconnected - Current tools lack integration and cohesion with core advisor technology

Concerned - Advisors are apprehensive about partnering with trust companies that manage money

Trucendent Experience

Proactive - Prioritizing, sequencing, contextualizing client conversations through A. I.

Confident - Advisors maintain their role as client expert while using our platform to oversee the wealth transfer details

Holistic - Delivering a complete plan that incorporates how wealth will be used across generations

Integrated - Access Trucendent platform through familiar and existing technologies

Partnered - Advisors maintain leadership role in a partnership with attorneys and trust companies that don't compete for their clients

Recent News

What Type of Trustee is Best for Your Client’s Estate Plan?

February 11, 2022
Trucendent

What trustee type is best for your client’s estate? Learn about the pros and cons of giving fiduciary responsibility to one type of trustee over others.

Are you ready to ride the wealth transfer wave?

January 25, 2022
Trucendent

45 million US households will soon transfer $70 trillion in assets to heirs. Ride the wealth transfer wave by engaging clients in estate planning now.

Why Financial Advisors Should Recommend Corporate Trustees

January 13, 2022
Trucendent

Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.

Trucendent Welcomes Sheri Perkins

December 13, 2021
Trucendent

Trucendent is excited to welcome 30-year industry veteran, Sheri Perkins, as our Chief Operating Officer leading the strategy and execution of Trucendent’s solution to solve the complex legacy problem of incorporating estate planning as a core competency in an advisor’s wealth planning services.

Trucendent and Cannon Financial Institute Partner to Help Financial Advisors Bolster their Estate Planning Knowledge & Services

November 4, 2021
PR Newswire

Partnership to Digitally Transform the Wealth Transfer Process for Advisors, Their Clients, and Their Clients' Families

With Envestnet’s Trust Services Exchange, Advisors Have A Powerful Tool to Transfer Wealth

October 5, 2021
Envestnet

As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business.

Read More News