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

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

February 24, 2021
PR Newswire

Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys—Enabling RIAs & Broker-Dealers to Manage Trust Accounts