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Simplifying The Trust Management And Estate Planning Process
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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
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Disconnected - Current tools lack integration and cohesion with core advisor technology

Concerned - Advisors are apprehensive about partnering with trust companies that manage money
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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
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‍ Integrated - Access Trucendent platform through familiar and existing technologies
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Partnered - Advisors maintain leadership role in a partnership with attorneys and trust companies that don't compete for their clients

Recent News

Simplifying The Trust Management And Estate Planning Process

November 21, 2022
Private Wealth

Trucendent CEO, John Yackel' s interview with Private Wealth magazine on simplifying the trust management and estate planning process.

Estate Planning Offers an Immense Opportunity to Advisors

October 19, 2022
Envestnet

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.

Trucendent has been named a Best in Show and a Best Disruptor finalist

September 9, 2022
Trucendent

We are proud to be recognized for our thought leadership and being a disruptor in this space.

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.

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