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:
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:
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:
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 Trustee Fee!
Access To Over 5,000 No Load And Load Waived Mutual Funds, 1,000 ETFs and a Brokerage Account with Stocks and Bonds
Full Service Investment Management Provided By Eastern Point Trust Company
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.
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.
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:
You can name any Kiss Trust as beneficiary of your:
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.
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.
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 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.
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
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