Our trust and trustee service has been used for education, special need, 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.
We provide over 5,000 mutual fund options including tax free options and no limits on exchanges. Choose from three levels of investment service you can change at any time, automated risk tolerance, and free model portfolios.
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