Helping remove friction for the advisor allowing for a seamless integration of planning and implementation.
Trucendent CEO, John Yackel' s interview with Private Wealth magazine on simplifying the trust management and estate planning process.
Your clients likely know estate planning is important, they may not have done anything about it, and they want to turn to you for advice. In this video, I talk more about the huge opportunity this presents to advisors.
We are proud to be recognized for our thought leadership and being a disruptor in this space.
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.
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.