Federal & State Courts
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One-business day QSF creation & approval with up to $25 million of FDIC insurance on all accounts.
A variety of settlement trust options available to adults and minors, regardless of competency.
Clerks, Commissioners, and Court Blocked and Restricted Account Trust
A secure and robust alternative to court ordered blocked and restricted accounts.
Create custom irrevocable trusts for your loved ones, regardless of your net worth.
Better financial services at a fraction of the traditional costs.
As a licensed, non-depository trust company and custodian with over a century of combined trust and fiduciary experience. EPTC and related subsidiaries are licensed in multiples states to provide trust and financial services. Our securities operations are subject to FINRA and SEC supervision, audit, and regulation.
Utilizing an array of over 100 investment grade custodian banks across the United States, Eastern Point allocates client funds so that no one bank has on deposit more than 90% of the current FDIC insurance coverage limit (currently $250,000). By doing so, our automated platform provides up to $25 million of FDIC insurance coverage capacity for each client.
Utilizing over 100 banks across the United States, we allocate client funds and provide up to $25 million of FDIC insurance coverage capacity for each client. Learn how.
Federal & State Courts
The judiciary of federal & state courts routinely appoint EPTC to serve as trustee for court ordered trusts and settlement funds. Courts across the country rely on EPTC for trust services ranging from a large class action settlement funds of over $600,000,000 to small special needs trusts and settlement protection trusts of less than $50,000.
Fortune 500 Companies & Executives
Large-cap, publicly traded companies have many options to address their trust service needs. EPTC has been a favorite solution to assist Fortune 500 Companies with rabbi trusts and executive compensation trusts for over 30 years.
Major Hospitals & Non-Profits
Over the past three decades, Major University Hospitals, Medical Centers, and Non-Profits have trusted Eastern Point to address various corporate trust needs.
National Law Firms & Private Practices
Both individual attorneys and large law firms rely on our trust expertise to solve complex problems for their clients, as well as providing the required ongoing professional independent trustee services. By utilizing Trustware™, attorneys improve marginal staff and total firm productivity and enhance their practices efficiently and effectively.
High-Net Worth & Family Offices
Since 1986, we have serviced high-net worth estates and wealthy family offices. During that time, we have focused on building solutions to meet our clients’ needs, instead of offering a one-size-fits-all, traditional trust service. And in doing so, there is now few trust, wealth, or financial technology challenges we have not seen, or solved. EPTC can help high-net worth individuals, families, or family offices realize their potential through addressing their unique goals and vision by combining the right pricing, strategy, technology, and support.
U.S. and International Financial Advisors
Eastern Point Trust’s integrity, innovation, technology, and experience has lead financial advisors – on a national scale – to depend on our trust services to meet their client’s needs thoroughly, effectively, and cost-efficiently, so more time can be spent nurturing client relationships.
"Over the course of my 20 years of practice I have worked with many professionals and trustees. Working with Eastern Point has been a pleasure and I count them among the very best. They are incredibly detail oriented, exacting, and very responsive. I find their decision making sound, flexible, common sense based, all with the best interests of the beneficiary at heart. I consistently recommend their services and entrust them fully to take care of my clients.”
Founder of the Michigan Law Center
“Eastern Point Trust’s combination of innovative technology, advanced trust knowledge, and great client support has helped us concentrate on growing our business by reducing our administrative burdens.”
Executive Vice President of Brook Hollow Financial
"Found KissTrust online while searching for affordable and easy trusts to start for my niece. It has been very easy to customize and tailor to exactly what my family is looking for. Highly recommended so far!"
"My husband and I used Eastern Point's Kiss Trust product to create a trust for my son. The step by step process and live support made the initially intimidating task of creating a trust incredibly simple."
New Orleans, LA
“One of the best online experience I have had … incredibly responsive customer [support] … The value for money from Kiss Trust for quickly establishing trusts is unparalleled. I will definitely recommend Kiss Trust to my family and friends.”