TrustWareTM
Trust creation just became a whole lot easier.
With TrustWare, anyone (without the help of an attorney) can create a trust in as little as 30 minutes, online. It’s simple, user-friendly design helps even the most experienced create unique, one-of-a kind trusts that adhere to your simplest or most complex needs.
Trust Processing
You get it started, so we can get it finished.
Establishing a trust involves moving parts that must all come together in the end. That’s why when you submit your trust, we handle the rest for you. From interfacing with the IRS, to obtaining the Trust Tax-ID, to packaging and mailing the documents, and all other required compliance related tasks, we do it all so you can rest easy and spend time enjoying the things that matter most to you.
Trust Documents
Every legal document at your fingertips anytime, online.
Every trust created includes a 130-page trust document, which receives ongoing updates when changes in trust law and PLRs occur. Authorized users can access the trust document (and all other supplemental or uploaded documents) of any active trusts, anytime.
Trustee & Administration
Our experienced trustees have your back, as a fiduciary.
A fatal error that threatens the condition of many independently-created existing trusts is the lack of an experienced and impartial trustee governing the trust. Eastern Point Trust Company, the provider of Kiss Trust, is a chartered, non-depository trust company with a board of institutional trustees, which will ensure that the trust is being handled prudently and pursuant to the terms of the trust.
Investments
Three plans, 14 hypothetical model portfolios, and thousands of investment options.
Investment options
Experienced in investing? Choose from over 6,000 mutual funds and ETFs, and stocks and bonds and build a custom portfolio to invest the trust assets.
Investment plans
Choose one of three plans. Each plan offers a different array of investment options and features.
Hypothetical Model portfolios
New to the world of investing? Take the risk tolerance questionnaire to get a suggested model curated for you based on your answers, then choose a hypothetical model portfolio that reflects your risk tolerance.
Custom portfolios
Choose to manage a custom portfolio (built ground-up, by you or your investment advisor) or choose a professionally managed model portfolio.
Distributions
Efficient distributions handled by experienced trustees.
Trustees review every distribution request, and our distribution process is still the most expedient in the industry. Using patented technology, we were able to cut traditional distribution times by 400% – getting the beneficiary the money they need, when they need it.
Funding and Gifts
Funding and gifting made incredibly easy, for everyone.
Creating a trust is easy, but funding it is even easier. Friends, family, and anyone in-between can set-up recurring, birthday, holiday, or one-time gifts into any trust. There are absolutely no fees for funding or gifting, ever.
Learn more about Funding and Gifts
Tax Preparation
Tax preparation and filing is on us.
Our on-staff IRS enrolled agents and trust tax specialists assess the tax liability of every trust, every year, then prepare, and then file the tax returns with the IRS. We do it all.