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  • Using Legacy Planning to Generate Client Relationships that Go Beyond the Transaction

Using Legacy Planning to Generate Client Relationships that Go Beyond the Transaction

  • Statistics around legacy planning
  • Specific process, Stages and timeline
  • Benefits for the family
  • Benefits for the advisor & attorney
https://www.youtube.com/watch?v=7CZGrf31RIQ&t=15s
This entry was posted in Webinars and tagged Legacy Planning on December 12, 2018 by Peak Trust Company.

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Who We Serve

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  • Financial Advisors

Services

  • Trustee Services
  • Trusteed IRA
  • Self-Directed IRA
  • Custodial Services
  • Irrevocable Life Insurance Trust
  • Donor – Advised Fund
  • Family Legacy Planning
  • Private Foundation Services
  • Personal Representative Services

Process

  • Get Started
  • Jurisdictions
  • Sample Trusts

Jurisdictions

  • Which Jurisdiction Is Right For You?
  • AK and NV Advantages

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  • Careers
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