Digital Estate Preparation

Estate planning and preparation can be a daunting process, which is why so many well-meaning folks neglect to do what they know needs to be done. We believe the solution is to make available the core planning tools within easy reach and to empower the end-user client – with direct virtual assistance – to achieve the desired end result. That is best accomplished with the client being in complete control while utilizing ONLINE & ON DEMAND assistance throughout the process and always connected thereafter with the same easy-to-access support team. That service model describes The eStatePlan™ system offered through Integrated Trust Systems.

Most families are not disorganized. They are busy. The documents exist and the accounts exist, and nobody has ever put them together in one place. We sit down with you and do that, at your pace, in your home, or remotely.

If you already have a will, congratulations. That’s the first step but certainly not the last. What about a healthcare power of attorney, a financial power of attorney, a medical ID card, and a place to securely store your critical information?

A will says who gets what. It does not say where the accounts are, which subscriptions renew every month, or how to sign in to the email address that every password reset runs through. Nor does a will say how bills are paid – which are automatic, which are on credit card, what are the account balances. It can be difficult to sort through. Especially if you’re not available to guide your spouse and or executor. These are the gaps that we close through digital estate preparation. Supplementing your will with a digital estate plan and trust can simply, securely, and reliably address all these issues.