Kiss Trust

What is Kiss Trust?

Kiss Trust is the only patented total trust solution in America. Kiss Trust Is a self-help trust creation tool with integrated trustee services and access to over 5,000 mutual funds, 1,000 ETFs and a brokerage account with stocks and bonds. Kiss Trust lets you create a powerful custom irrevocable trust without the expense and trouble of hiring an attorney.
OverviewKiss Trust Overview
VersatileKiss Trust Versatile
Design OptionsKiss Trust Design Options
Flexible Investment OptionsKiss Trust Flexible Investment Options
A Plan For Every Budget & Free Test DriveKiss Trust A Plan For Every Budget & Free Test Drive
UniversalKiss Trust Universal
SecureKiss Trust Secure
All In One Trust ToolKiss Trust All In One Trust Tool
Transfer Other Accounts and ContributionsKiss Trust Transfer Other Accounts and Contributions
Friends and Family Giving NetworkKiss Trust Friends and Family Giving Network
For Improved Financial Aid (FAFSA)Kiss Trust For Improved Financial Aid (FAFSA)
QuickKiss Trust Quick
The LeaderKiss Trust The Leader
Your Existing Life InsuranceKiss Trust Your Existing Life Insurance
Kiss Trust
Overview

Overview

Kiss Trust is an irrevocable trust creation tool that lets anyone quickly and easily create a custom trust without the cost of hiring an attorney.

The service includes:

  • No upfront fee, credit card, or commitment required to register and test drive Kiss Trust to design a trust
  • Ongoing professional trust administration from Eastern Point Trust Company included
  • Access to over 5,000 name brand mutual funds 1,000 ETFs investment options and a brokerage account with stocks and bonds.
  • Ability to amend trust provisions in the future
  • Real-time online account and statement access
  • Only $25 minimum initial deposit
  • Three pricing levels of trustee service that you may switch at any time
Versatile

Versatile

Kiss Trust provides a solution across a wide range of uses. You can create an unique trust to address one or more of your specific needs by answering a few simple questions. Uses include:

  • Provide support for minor children in the event of your death (Guardianship Trust)
  • Education Savings
  • Control disbursement of your future life insurance (Inheritance Trust)
  • Estate Settlement
  • Settlement of Will (Will Directed Trust Creation)
  • Simplified Estate Planning
  • Special Needs Trust
  • Supplement Needs Trust
  • Divorce (Control and protect use of education and other set aside funds)
  • Memorial Trust
  • Family Banking Trust
  • Avoid Probate
  • Civil Settlements
  • Black Sheep Family Members (Persona Non Grata Trust)
  • Incentivize Good Behavior and Scholastic Performance (Incentive Trust)
  • Penalize Bad Behavior (Incentive Trust)
  • Name Excluded Persons
  • Asset Accumulation
  • Anonymous Gift Trust
  • Gift Trust
  • Provide ongoing Health Education Support and Maintenance for an adult or child (HESM)
  • Trusts for Minors
  • Trusts for Adults, and
  • Many More Uses
Design Options

Design Options

Kiss Trust's distribution options offer over 500,000 possible design combinations. You can choose one or more of the following design options in the trust creator:

  • Education Savings
  • Provide for Health Education Support and Maintenance of a surviving minor child or any adult
  • First Time Home Purchase
  • Specified Distribution Ages
  • Recurring Distributions Monthly/Quarterly/Yearly
  • Education Performance Bonus
  • Education Graduation Bonus
  • Earned Income Bonus
  • Failure to Complete High School Penalty
  • Failure to Complete Higher Education Penalty
  • Bad Behavior Penalty
  • Ongoing Distributions Upon Your Death (The Grantor)
  • Suspensions of Distributions Upon Your Death (The Grantor)
  • Legacy Option
  • Investment Management Options
  • Trustee Investment Oversight (multiple provisions) Upon Your Death (Grantors Death)
  • Year of Final Total Trust Distribution
  • Crummey Power Election
  • Supplemental Needs
  • Critical Illness
  • Medical Hardship
  • Custom Trust Name Feature
  • Special Needs
  • Student Financial Aid Maximizer (FAFSA Maximizer)
  • Automatic Monthly Contributions
  • Automatic Birthday Contributions
  • Automatic Holiday Contributions
Flexible Investment Options

Flexible Investment Options

Kiss Trust offers you access to over 5,000 name brand mutual funds including Tax-Free Funds, 1,000 Exchange Traded Funds (ETFs) and a brokerage account with stocks and bonds.
Kiss Trust has three (3) levels of service that you may switch between at any time.

No matter which plan you choose:
You never pay a front end load and 100% of every dollar is invested.
Most Popular

Basic

No Trustee Fee!
Over 2,000 Load Waived Mutual Funds

Deluxe

Access To Over 5,000 No Load And Load Waived Mutual Funds, 1,000 ETFs and a Brokerage Account with Stocks and Bonds

Premier

Full Service Investment Management Provided By Eastern Point Trust Company




A Plan For Every Budget & Free Test Drive

A Plan For Every Budget & Free Test Drive

There is no payment or commitment required to register and test drive the trust creation system. Simply create a login, click "Start" and walk thru the full online trust creator and its library of customizable trust options. The trust creation has a onetime fee of $49.00 per trust and the minimum initial deposit is only $25.00.

Universal

Universal

For anyone, by anyone, Kiss Trust can be established for anyone as the Beneficiary - whether a minor child, an adult, an unborn child, or even an unrelated person.

Secure

Secure

  • Investments are held safely with the mutual fund or ETF company you select
  • Money cannot be withdrawn until the trust requirements you set have been satisfied
  • Every Kiss Trust is protected from the creditors of the Grantor
  • Every Kiss Trust is protected from the creditors and ex-spouses of the Beneficiary
  • Every Kiss Trust Special Needs provision protects the Beneficiary's future SSI and other government benefits
All In One Trust Tool

All In One Trust Tool

You have many design options when creating a Kiss Trust - all by simply answering a few questions. Kiss Trust gives you the flexibility to design a custom trust that fits your specific needs. You set the rules on when and how the money will be used. If your family's situation changes, Kiss Trust also give you the ability to amend the trust and change the original provisions.

Our library of distribution options include:

  • Educations Savings
  • Provide for Health Education Support and Maintenance of a surviving minor child or any adult
  • First Time Home Purchase
  • Specified Distribution Ages
  • Recurring Distributions Monthly/Quarterly/Yearly
  • Education Performance Bonus
  • Education Graduation Bonus
  • Earned Income Bonus
  • Failure to Complete High School Penalty
  • Failure to Complete Higher Education Penalty
  • Bad Behavior Penalty
  • Ongoing Distributions Upon Your Death (The Grantor)
  • Suspensions of Distributions Upon Your Death (The Grantor)
  • Legacy Option
  • Investment Management Options
  • Trustee Investment Oversight Upon Your Death (Grantors Death)
  • Year of Final Total Trust Distribution
  • Crummey Power Election
  • Supplemental Needs
  • Critical Illness
  • Medical Hardship
  • Custom Trust Name Feature
  • Special Needs
  • Student Financial Aid Maximizer (FAFSA Maximizer)
  • Automatic Monthly Contributions
  • Automatic Birthday Contributions
  • Automatic Holiday Contributions
Transfer Other Accounts and Contributions

Transfer Other Accounts and Contributions

You can name any Kiss Trust as beneficiary of your:

  • Estate regardless of how modest or large
  • Life Insurance survivor benefits
  • IRA, 401(k) or other types of retirement plan survivor benefits
  • Any existing UGMA, UTMA or 529 savings accounts can easily be rolled into a Kiss Trust
Friends and Family Giving Network

Friends and Family Giving Network

Create a social giving network with Kiss Trust's Friends and Family feature. Kiss Trust provides a quick and easy way for your friends and family members to make gifts into any trust. Simply share the unique Trust ID and invite anyone to log on to the secure and confidential Friends and Family site to make gifts directly into the trust. You may also create personalized note cards to accompany your gift.

For Improved Financial Aid (FAFSA)

For Improved Financial Aid (FAFSA)

Unlike 529s, UGMAs and UTMAs which count against Student Financial Aid, Kiss Trust can provide students the benefit of improved financial aid results by employing our proprietary trust design features. Kiss Trust can maximize all forms of student financial aid results.

Quick

Quick

It takes as little as 20 minutes to answer a few simple questions in the step by step trust creation system to design your custom Kiss Trust. No need to find a lawyer, go to the bank, meet with a trust officer, and no lengthy brokerage account paperwork! Simply create a login, use the online trust creator to design your trust. You will receive the trust document via email for your review and signature and a hard bound copy will be mailed to your home after processing is complete.

The Leader

The Leader

The U.S. patent holder and creator of the online bundled trust services industry, Kiss Trust is the largest provider of savings trusts in the country. Kiss Trust (a product of Eastern Point Trust Company) offers the most secure way to plan by giving you the absolute guarantee that your money will only be used for what you intended, when you intended it.

Your Existing Life Insurance

Your Existing Life Insurance

You can name any Kiss Trust to be the beneficiary of your existing or future life insurance policies by simply amending the beneficiary designation section of your policy to the name of any existing
Kiss Trust(s).



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Terms and Conditions   Privacy Policy
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
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