Edit Content

Kiss Trust
Kiss Trust Investments
Model Portfolios
An automated survey to help determine your investment style and objectives Expand  
Not sure which funds to choose? View our 7 free model portfolios Expand  

Individual Mutual Funds and ETF's
Review the entire list of Mutual Funds and ETF's available Expand  
Access forms to submit fund exchanges or initial buys Expand  

Premier Services
A "hands free" option to have the trust assets professionally managed Expand  

Life Insurance & Other Accounts to Transfer Upon Your Death (TOD)
Name a Kiss Trust(s) as the beneficiary for your other existing accounts Expand  
Have your final estate transfer into one or more trusts Expand  

Brokerage Account
Use Interactive Brokers to invest trust assets in US Stocks and Bonds Expand  

Make Additions, Gifts or Contributions into a Trust
Learn how anyone can make an addition to any trust online Expand  
Review the mailing address and instructions to make additions by mail Expand  
Transfer existing investments into a Kiss Trust without selling the positions Expand  

You understand and acknowledge that KissTrust provides a self help service in the form of a standardized prototype trust form and is not a law firm, does not act as your attorney and is not a substitute for the advice of an attorney. KissTrust helps you represent yourself in preparing your own Trust documents. If you have complex legal issues or needs that cannot be resolved on your own, we recommend that you hire an attorney. KissTrust cannot provide legal advice and can only provide self-help services at your specific direction.
Kiss Trust is a BBB Accredited Trust Company in Belcamp, MD