Did you know that the probate process can cost 3% to 10%* of your estate value?
And, it can be easily avoided.
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Regardless of the estate value, a funded Revocable Living Trust​ should be the ceterpiece of every family estate plan.  A funded living trust will avoid probate of your estate and provide you with COST SAVINGS, CONTROL OF PROPERTY, PRIVACY, and PEACE OF MIND.
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Trebon Financial Strategies has partnered with Integrated Trust Systems, one of the premier Estate Planning companies in the country to provide the best, most efficient estate planning process known.​ Integrated Trust Systems has been providing estate planning services since 1985.

- INTRODUCING -
The eStatePlanTM
 
A Fully Digitized, 21st Century
- ONLINE -
 estate planning system

 
Through the dynamics of the revolutionary The eStatePlanTM platform, you can create a personalized, customized, and fully funded Revocable Living Trust... in about an hour!
  
The eStatePlan’s Dynamic Trust Portfolio is created online, electronically signed online, stored online, and can be modified anytime (24/7). Plus, you will have ongoing support from our Client Management Services (CMS) staff including your financial advisor and attorney of record... upon demand.
  
The eStatePlanTM is fully implemented and funded through secure electronic signature technology, which is recognized by both state and federal law. The important trust funding process is accomplished using electronic “Ledgers of Assignment” rather than by the inconvenient and time-consuming methods of retitling accounts and recording of deeds.  

Benefits of a Revocable Living Trust

  • Avoid probate costs & publicity

  •  Secure your family’s privacy
     
  • Control your asset base

  • ​Incapacity protection
    ​
  • Create a legacy of love​ 
  • Optimize estate tax planning
    ​  
  • Utilize codified asset protection

  • Protect and prosper loved ones

  • Reduces family conflict
    ​    ​
  • Acquire personal peace of mind
Schedule your complimentary meeting and get all your questions answered

Additional benefits of working with us

Included at no additional cost
  • Interactive medical ID card to store critical info
    ​to be accessed in an emergency
  • No re-titling of assets​
  • IRA beneficiary trust protection ​against lawsuits,
    divorce, or bankruptcy
  • Last Will & Testament
  • Healthcare & Financial POAs​
  • Pour-Over Will​
  • e-Vault system – leave videos to loved ones


​Download an informational brochure here and let Trebon Financial Strategies guide you through the process and give you the peace of mind to know that your estate will  be taken care of.

"A good man leaves an inheritance..."
                      - Proverbs 13:22​


* SmartAsset.com 2024
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​Trebon Strategies LLC is not a law firm.  All legal advice will be given by Integrated Trust Systems and their competent attorneys.