This is not a simple trust document. A Fully Funded Integrated Trust Systems (ITS) Estate Plan is a comprehensive, attorney-supervised estate planning package that goes far beyond what most law firms ever deliver, at any price.
"Most people think estate planning means getting a trust. A Fully Funded Integrated Trust Systems Estate Plan includes your trust, your medical directives, your powers of attorney, your digital vault, and a complete technology platform to manage and update your plan, for life."
Traditional law firms charge separately for each document. Many never even offer the digital tools, the funding support, or the ongoing access that comes standard with every ITS estate plan. What you see below is everything included, explained in plain English.
Every ITS estate plan is built on the eStatePlan with Dynamic Trust Portfolio, a proprietary platform that combines traditional legal documents with a powerful digital management system. Your plan is not a static file in a drawer. It is a living, breathing document that grows with your family.
The Integrated Trust Systems platform goes beyond the standard estate plan. For families with unique circumstances, ITS offers a suite of specialized subtrusts that address situations most law firms are simply not equipped to handle.
If you have a beneficiary who currently receives needs-based government assistance, such as SSI, Medicaid, or other state and federal programs, leaving them a direct inheritance can disqualify them from those programs entirely. Most needs-based government programs strictly limit how much a beneficiary can receive or hold in assets before their eligibility is revoked. The Universal Guardian Trust is a third party special needs trust specifically designed to protect those benefits. Assets are held in trust for the beneficiary's care without being counted as a direct distribution, preserving their current eligibility and protecting their ability to qualify for those programs in the future if they ever need them. Beyond protecting government benefits, the UGT also gives parents and caregivers the legal framework, financial resources, and detailed care instructions needed to ensure a future guardian can care for your dependent children exactly the way you would.
A long term nursing home stay can devastate a family's finances. Under normal circumstances, your estate must be spent down to near nothing before Medicaid will step in to pay. The Medicaid Qualifying Trust is an income-only subtrust that utilizes current law to help protect certain assets from a Medicaid spend down, provided it is funded on a timely basis. The MQT also includes a Personal Care Services Contract, which in qualifying jurisdictions allows the grantor to pre-purchase personal care services from a provider, which may even be a family member, as a recognized transaction rather than a gift.
The Nevada Wealth Preservation Trust is an upgraded version of the traditional Nevada Asset Protection Trust, implemented as a subtrust within your Integrated Trust Systems estate plan. It provides a revolutionary, cost-effective method of securing custom-tiered asset protection by combining Nevada's nationally recognized domestic asset protection laws with a fully funded living trust. The result is proven lawsuit insulation and estate planning protection all under one umbrella, at a fraction of the cost of standalone asset protection strategies.
If you already have a revocable living trust from another firm, you do not need to start over. A Reinstatement of Trust is an all-encompassing update to your existing trust that brings it current, corrects outdated language, and incorporates any changes you need, all while preserving your original trust date. This is important because starting a brand new trust would require your assets to be removed and retransferred. A reinstatement avoids that process entirely, keeping your existing funding intact while giving you a fully updated, modernized estate plan on the Integrated Trust Systems platform.
No law firm offers anything like this. The PostScript Page is a private, secure space within your ITS console where you leave the instructions, wishes, and details that a legal document simply cannot capture.
Leave clear instructions about who cares for your pets, how they should be cared for, and any special needs they have. Your animals are family too.
The items that matter most often have no dollar value. Leave specific instructions about who gets your jewelry, your collections, your keepsakes, and the things that carry meaning.
Leave secure access information for your trustees and powers of attorney so they can step in immediately and manage your accounts without delay or confusion if something were to happen to you.
Your wishes for your memorial service, burial preferences, or cremation instructions, documented clearly so your family does not have to guess during one of the hardest moments of their lives.
"Some things cannot be captured in a legal document. The PostScript Page is where you speak directly to the people you love, leaving them the guidance and personal wishes that will carry them through both a time of incapacity and, God forbid, after you are gone."
Schedule a free 30-minute call and see exactly what a Fully Funded Integrated Trust Systems Estate Plan looks like for your family. No pressure. No obligation. Just clarity.
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