Our trust and trustee service has been used for education, special needs, coogan account, divorce, legacy trusts, philanthropic giving to surviving children, insurance payment to minors, civil settlements to children, estate planning, additions to wills and testaments and much more.
Modify your elections at any time in the future to accommodate your family's changing needs, while keeping the protection of an irrevocable trust thanks to our patented design.
Over 500,000 possible design combinations with more than 30 primary design options - you can create a custom trust that specifically fits your family's needs.
Our mission statement – Remove the cost barrier and expand access to EVERYONE … How?
We do it by combining user-friendly software, institutional trustee service & broad investment options leveraged on patented technology to provide the most affordable bundled trust solution ever.
Our most customizable option, create a unique trust tailored to benefit a single person.
Create a trust with multiple beneficiaries such as a pooled trust that allows creation of a class of beneficiaries such as your entire family, or Enumerated Multi-Beneficiary Trust that can name multiple individuals.
• No licensing fee for initial balances over $10K, and free annual trust tax services for trusts over $50K.
• Deluxe and Premier Plans can also enjoy trustee fees as low as 15 basis points annually.
Pioneers of the robo-trustee industry and patent holders for the only complete online trust solution, Kiss Trust has been helping families help themselves one affordable trust at a time since 2005.
We offer over 6,000 mutual fund and ETF’s options and a brokerage account with access to stocks and bonds. Choose from three levels of investment service you can change at any time, and free model portfolios.
We service trusts that range from $25 dollars to $20 million in assets. No matter how substantial or modest your trust, Eastern Point Trust can accommodate your needs.
Direct the death benefit from your existing life insurance policy into one or more Kiss Trusts to regulate spending and protect your family in your absence.
Create a safety net that in the event of you and your spouse’s untimely demise, Eastern Point Trust Company will oversee and ensure prudent distributions to the Guardian of your minor children.
Our trustee fees are the most competitive in the trust industry. Lower fees mean greater benefits for your loved ones. Eastern Point Trust Company will match or beat any comparable service offered by any other chartered trust company.
If nothing in our existing distribution library meets your specific goals, no problem. Work with attorneys familiar with our document to create a custom amendment to meet your specific needs.
Kiss Trust is the crown jewel of college savings. Assets are protected even if your child chooses not to attend college. Over 5,000 mutual fund options including tax free options, Improved Financial Aid, 3rd party trustee, no limits on exchanges.
Eastern Point Trust Company serves as the Trustee for every Kiss Trust, and with the Basic Plan there is NO annual trustee fee, EVER!
Compare Kiss Trust to 529's UGMA's and UTMA's and see how easy it is to convert these accounts to a Kiss Trust.
Anyone can make a gift to any Kiss Trust! Use the Friends and Family gifting feature.
One time or ongoing gifts - confidential - secure - gift notes upon request
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