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.

Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.

Trucendent is excited to welcome 30-year industry veteran, Sheri Perkins, as our Chief Operating Officer leading the strategy and execution of Trucendent’s solution to solve the complex legacy problem of incorporating estate planning as a core competency in an advisor’s wealth planning services.