Starting is free, easy, and takes just minutes. Simply login to your account, click “Create New” to start a new trust using TrustWare, design the terms of your trust, review your selections, and submit the Trust.
We will review the trust, obtain an IRS issued trust tax-ID, and accept the Trust as the trustee and trust administrator. After, "the Grantor" will be ready to eSign and finalize the Trust.
Once we have a Grantor signature and the Trust has been funded, it will be considered active. EPTC administers every active Trust, which includes handling distributions, trades, taxes, and more so you can relax and enjoy the things that matter most to you.