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2021 MMI/Barron's Industry Awards – Finalist
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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.

Advantages of Trucendent’s Estate Planning Services

Integrated financial wellness platform that optimizes estate planning outcomes
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Support and training to guide you through the estate planning process
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Advisor-lead, collaborative experience for setting client-family goals and objectives
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Personalized documents and strategy tailored to your client-family’s unique needs
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Direct access to our vetted network of estate planning attorneys in all 50 states
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Availability of corporate trustee services when it makes sense for the estate

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.

Advantages of Trucendent’s Corporate Trustee Network

Onboard accounts easily with one of our advisor-friendly trust providers

Expert dedicated assistance as you work with our professional fiduciary network

Consolidate all the client’s assets under your management as sole advisor

Mitigate advisor and client fiduciary liability risks

Manage assets of any trust type, like Special Needs Trusts and ILIT’s

Minimize delays with the help of estate settlement services

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

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.

2021 MMI/Barron's Industry Awards – Finalist

September 28, 2021
Barrons

MMI is pleased to announce the finalists for the 2021 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry. Our congratulations to the finalists and all the firms that were nominated!

Trucendent CEO interviewed on the podcast The Cannon Curve

August 26, 2021
Cannon Financial

Listen in to hear John unpack the democratization of estate planning, the importance of conversational competency and multi-generational client relationships, and why the difference is not in technology alone but the combination of art and science.

Envestnet Trust Services Exchange Adds Peak Trust Company, Rounding Out Access to Innovative Partners in Top-Tier Trust Planning Jurisdictions

July 29, 2021
PR Newswire

Peak Trust Company's Presence on Trucendent-Powered Trust Account Marketplace Enables Advisors' Clients to Benefit from Favorable Trust Rules in Alaska & Nevada--Without Having to Reside There

Sterling Trustees Joins Envestnet Trust Services Exchange

July 8, 2021
PR Newswire

South Dakota-Based Trust Administrator’s Services are Available to RIAs & Broker-Dealers Through Trucendent-Powered Trust Account Marketplace

BOK Financial Advisor Trust Services Now Available as Embedded Offering via Envestnet Trust Services Exchange

March 25, 2021
PR Newswire

Integration Strengthens Soon-to-Launch Platform Powered by Trucendent, Delivering One-Stop Marketplace for Enabling RIAs & Broker-Dealers to Seamlessly Create, Manage & Transfer Trust Accounts for Clients

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