About Us

A leading national document fulfillment organization

As a leading national document fulfillment organization, The Estate Planning Source (TheEstatePlanningSource.com) offers one of the finest revocable living trust document packages available, matured through more than 1,000 Network attorneys over 30 years.

Acting as a “back office” for attorneys and as a service provider for financial advisors and clients needing estate planning services, The Estate Planning Source prepares requested documents, customizing, printing, and assembling an estate planning package customized to the clients’ needs. To date, the company has finalized over 70,000 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 services providers, making its business model one of the most unique in the industry. Together, advisors and attorneys work as a team 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. And the clients benefit by having qualified assistance from both.

Based in Green River, Wyoming, the Estate Planning Source continues to both streamline the living trust document process and educate their advisors, attorneys, and the general public in choosing trusts as an alternative to traditional wills through their website, TheEstatePlanningSource.com.

WHY TEPS

Who we are:

  • A nationally recognized business with over 30 years of experience producing the most comprehensive documents available
  • Dedicated to estate planning – it’s our only focus
  • Each trust is custom-drafted by the Attorneyto fit the needs of each client
  • Our trusts are good in every state should you decide to move
  • We’re a company with over 50 years combined experience in estate planning
  • We’re a company that educates our customers, whether client, advisor or attorney
  • We strive to meet our customer’s expectations with honor and integrity

Who we’re not:

  • The Estate Planning Source is not a “trust mill”
  • We are not a mass marketing organization
  • We are not a telemarketing organization
  • We do not sell financial products of any nature or description
  • We do not create “cookie-cutter” documents
  • We do not attempt to take advantage of seniors but strive to help them
  • We’re not looking for a quick sale
  • We don’t train our network to sell back-end products to their clients by using a trust to do so

We strive to protect our fellow Americans by recruiting and training reputable, knowledgeable and experienced Network Attorneys and Financial Advisors and provide them with the most comprehensive and up-to-date estate planning documents so they can offer all-inclusive estate planning services to the American public from concept through final settlement.

Estate Planning Source Overview

TheEstatePlanningSource Disclaimer:
TheEstatePlanningSource.com website provides information to its members and guests. It does not provide legal or investment advisory services. Our information is general and may not be applicable to a particular individual’s situation. TheEstatePlanningSource.com website does not  engage in the practice of law or the sale of investment and/or insurance products or services. Furthermore, the use of this website does not create an attorney-client relationship and no attorney-client relationship shall be deemed to exist between TheEstatePlanningSource.com, its officers and employees, and any member, visitor or other user of this site. If any member, visitor or other user of this site requires the services of a qualified professional, we do encourage them to retain the services of one or more of the professional service providers by using our Contact Us form.