Legacy & family goals
Discuss beneficiary needs, control, family dynamics, charitable intentions and the responsibilities of future decision makers.
Advanced planning
More complex goals deserve a connected plan.
Trust structures, family circumstances, business ownership and tax exposure can create questions that deserve coordinated review.
Begin with the decisions—not a product.
Business & estate coordination
Review ownership agreements, anticipated transactions, liquidity needs and how your business fits your broader estate and retirement plan.
Legal & tax suitability
Ask qualified counsel and tax professionals to evaluate the governing law, tax treatment, costs, limitations and implementation required for your circumstances.
Integrated Trust Systems: a platform we use.
Providence Planning uses Integrated Trust Systems as a resource for advanced planning.
ITS describes its eStatePlan™ platform as a way to organize estate planning documents, client access and communication with your advisor and attorney of record. Published features include a client console, document storage, medical directives and tools for ongoing updates.
Availability, fees and membership requirements are governed by ITS. We’ll help you understand the process and work with counsel to determine whether it fits your plan.
Explore the provider’s platform details →What to discuss before proceeding
- Which attorney will advise you, and in which jurisdiction?
- What documents, signatures and funding steps are needed?
- What initial and ongoing costs apply?
- Who can access your information, and how are changes reviewed?
See the provider’s introduction.
Integrated Trust Systems
An introduction from the platform provider
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Provider-created presentation, hosted by Integrated Trust Systems. Open the video directly.
How to use this presentation: Treat it as an introduction to the provider’s platform. Legal, tax, funding and asset-protection statements require review for your facts and jurisdiction. A trust, asset list or platform entry does not by itself establish that every transfer, deed, custodian requirement or tax objective has been satisfied.
A thoughtful plan starts with a conversation.
Tell us what matters to you, what has changed, and what feels unfinished. We’ll help define your next step.