Succeed with the best in estate planning

A curated national network...
of distinguished professionals who value transparency and collaboration.

A continuous review process...
that is an independent and an objective evaluation of estate planning attorneys.

Top-tier trust administrators...
who are advisor-focused and dedicated to helping you service your clients.

Cannon Financial Institute

Trucendent partners with Cannon to support advisor education, practice management, and client engagement in the areas of estate planning and trust management.

www.cannonfinancial.com

Education

#1 Mistake in Estate Planning

Trust Administrator Network

BOK Financial is an $80+ billion financial services holding company and has offered financial security to clients for more than 100 years. BOK Financial Advisor Trust Services are offered through their national bank affiliate, BOKF, NA, which is federally chartered and allows them to work with advisors and their clients nationally.

Peak Trust Company is an independent, privately held trust company, serving as trustee of trusts on a nationwide basis and specializing in administration for trusts pursuant to Alaska or Nevada law. With offices in Anchorage, AK and Las Vegas, NV, Peak has 30 employees working with over 2,500 families in all 50 states and numerous countries and currently administers over $8 billion of trust assets.

Sterling Trustees is an independent South Dakota chartered trust company providing trust and administration services to high net worth and ultra-high net worth families. The company currently administers over$5 billion of client trust assets across 350 trusts and 150 families in 25 countries around the world.

Our diligence means you have a network of world-class trust administrators in your corner committed to excellent service and digital integration with Trucendent.

Attorney Network Summary

Trucendent partners with KMS Law to search, evaluate, and monitor the attorneys in the network.

  • KMS helps with our in-depth, and unbiased review process.
  • We are building a diverse network – from solo practitioners to large firms.
  • Our high-caliber Attorney Network is backed by each attorney's deep experience in estate planning

We source ACTEC Fellows for the network.

The Trucendent Attorney network covers all 50 states.

Contact Us to learn who is in our attorney network