Member Spotlight: eStatePlan

Member Spotlight: eStatePlan

Every family office needs a strong estate plan that includes a Revocable Living Trust, Last Will and Testament, Power of Attorney Forms and Healthcare Directives. EPTM meets this need with an online estate planning platform that allows families, with their assigned network attorney, to create a living trust estate plan that is electronically implemented, funded, stored, modified, shared, and settled in a cloud-based environment with the following elements:

Revocable Living Trust. This is a repository for your assets that offers flexibility about what happens to each asset during your lifetime, your widow’s lifetime, and beyond. 

Last Will and Testament. If you don’t place all your assets into your trust, your last will (called a pour-over will) can meet this objective. Your will directs any assets in your name to transfer to your trust. This makes sure that all your assets will flow through your trust.

Durable Powers of Attorney. This document lets you select a person to act on your behalf to make decisions for you, if you become incapacitated. The individual or agent you select would then be able to make financial decisions if you can’t. 

Healthcare Directives. This document lets you plan for medical issues in the future. For example: allowing for cardiopulmonary resuscitation or having life support systems removed. Plus, you can appoint the person. 

“Our goal is to be the leading cloud-based platform that helps family offices connect all the dots in the estate planning process,” said Ciara E. Lister, Esq. We offer a step-by-step, easily edited process to identify and gather all required documents, sign electronically, fund trusts, and store documents in the cloud with professional support from financial planning and legal professionals.

For information, visit, call Ciara Lister at 561-400-0245 or email [email protected]