Custom Portfolios

How it works

You can build your trust’s custom portfolio when designing the terms of the trust, using TrustWare. See how it’s done.

Getting Started
Has Never Been Easier.

You’re busy. So we’ve made starting as simple as 1-2-3. In minutes, you can create a trust that’ll last a lifetime.

1

You Create

Starting is free, easy, and takes just minutes. Simply login to your account, click “Create New” to start a new trust using TrustWare, design the terms of your trust, review your selections, and submit the Trust.

2

We Establish

We will review the trust, obtain an IRS issued trust tax-ID, and accept the Trust as the trustee and trust administrator. After, "the Grantor" will be ready to eSign and finalize the Trust.

3

We Administer

Once we have a Grantor signature and the Trust has been funded, it will be considered active. EPTC administers every active Trust, which includes handling distributions, trades, taxes, and more so you can relax and enjoy the things that matter most to you.

What investments can I use to build a custom portfolio?

Altogether, there are over #,### mutual funds and ETFs to choose from. You can add US-traded stocks and bonds in the Deluxe Plan. All trust assets that are not invested are held in money market funds, which earn interest based on a fluctuating national rate (as set by the Federal Reserve).

Investment Selection and Trading

Our online and printable investment forms are easy-to-use and hassle-free. Simply fill out the form, submit following the form instructions, and we will handle the rest.

Choose from thousands of funds and investments.

Invest the trust’s funds how you want choosing from thousands of mutual funds and ETFs or U.S. stocks and bonds.

View Fund List >
Choose which plan's fund list you
would like to review below.

Basic Fund List

Deluxe Fund List

Fees

ETFs

Free

Mutual Funds

Free

Stocks

Stocks are available through an Interactive Brokers account in the Deluxe Plan. Trading fees are based on IB fees and are subject to change.

Bonds

Bonds are available through an Interactive Brokers brokerage account in the Deluxe Plan. Trading fees are based on IB fees and are subject to change.

Fund Exchange / Purchase Forms

Access forms to submit fund exchanges or initial buys

Initial Investment Direction Form
Investment Substitution Form

Brokerage Account

Interactive Brokers

Name a Kiss Trust(s) as the beneficiary for your other existing accounts

Trading Fees

  • Equities (U.S. stocks only) .005 (1/2 Cent) per share
  • ($1.00 minimum max 0.5% of trade value) (Example: 1000 shares @ $25 share price = $5.00)
  • Bonds (U.S. bonds only) <= $10,000 Trade Value X .0010 (10 basis points) > $10,000 Trade Value X .00025 (2.5 basis points)