As a leading national document fulfillment organization, The Estate Planning Source offers one of the finest revocable living trust document packages available, matured through more than 1,000 network attorneys.

Acting as a “back office” for attorneys, the associates at The Estate Planning Source prepare requested documents, customizing, printing, and assembling a trust package.  To date the company has finalized over 60,000 trusts. Detailed and comprehensive, these trust documents have been developed through years of hands-on improvement by hundreds of attorneys throughout the United States resulting in thousands of satisfied clients. They are drafted to ensure accuracy with current state and federal laws, and are updated as changes occur.

The Estate Planning Source has a national network of attorneys and financial planners, making its business model one of the most unique in the industry.  Together, advisors and attorneys work as a tam to help their clients obtain the best documents for their estate. This team aspect helps attorneys strengthen their business, while the advisor is able to support their client from start to finish by assisting with the non-legal aspects of the estate planning process.

Based in Reno, Nevada, the company continues to both streamline the living trust documentation process and educate the general public in choosing trusts as an alternative to traditional wills through


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Unclaimed Life Insurance Policies

You’ve worked hard to assist your clients in choosing the right life insurance policy in the event of their death. But are you missing one of the most important lessons — how to educate your clients on the importance of … Continue reading

Joint tenant

Joint Tenant Vs. Tenants in Common

A joint tenancy and a tenancy in common are both legal arrangements that allow two or more people to share ownership of property. However, the legal relationship between joint tenants and tenants in common differs, and different rules apply when … Continue reading

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Three Documents You Shouldn’t Do Without

Nobody plans to get crippled by an accident or immobilized by a terrible illness, but these sudden life-changing events do happen. In estate planning there are three particular documents individuals need to ensure they have a say in who manages their finances and … Continue reading


Probate Myths

Probate Myth 1. “Probate fees are not that high in our state” While technically true, this statement is highly deceptive. In North Carolina, probate fees are 40 cents for each $100 of personal property and accounts with a maximum fee … Continue reading

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