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Entrust Estate Solutions
Entrust Estate Solutions
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    • Home
    • About
    • Education
    • Will-Based Plan
    • Trust-Based Plan
    • Plan Analysis
    • Client Portal
    • FAQ
    • Contact Us
  • Home
  • About
  • Education
  • Will-Based Plan
  • Trust-Based Plan
  • Plan Analysis
  • Client Portal
  • FAQ
  • Contact Us

Existing Clients Log-in Here, or scroll down to learn more about "Total Planning"

Existing Clients log-in here

You'll be asked to sign-in with secure user-name & password
Click Here to Access Your "Total Planning" Online Portal

what makes this such a unique tool . . .

Record all your important financial & estate data and get organized. Then... share access with loved

When you purchase an estate plan solution from Entrust, our solution goes way beyond just the legal documents.  We not only provide you with the very important state specific legal documents in an elegant physical binder, but we also provide a digital platform for you to get organized, making it easy for your Executors/Settlors that need to settle your estate when you are gone!  Our goal is to make it easy for you to get the right estate plan... and make it as easy as possible for your loved ones you leave behind to settle your estate!  Most estate planning companies only provide you with the forms or documents, the rest is on you!  Our "Total Planning" Online Client Portal is our secret sauce that separates us from the competition, learn more by reading about it below.

"Total Planning" Online client Portal - Let's get organized

Personal

Personal

Personal

Share contact lists and key personal details in under 10 minutes. You'll be able to add details including...

  • Key family members & contact details
  • List of key people, like financial advisor, CPA, insurance agent, etc.
  • Pets and details about their care & history
  • Groups & forms of identification
  • Personal history from military service to education

Legal

Personal

Personal

Organize all of your legal documents for easy access and sharing. You'll be able to add details including...

  • Your Will or Trust documents you purchased from us are automatically digitally available
  • Estate planning documents & key details
  • Marriage (and divorce) documents
  • Business documents & succession plans

Medical

Personal

Medical

Organize all of your medical history  medications, and more. You'll be able to add details including...

  • History of procedures 
  • Current medications & dosage
  • Allergies & health care planning
  • Key medical points of contact


Insurance

Insurance

Insurance

Inventory all of your insurance policies in one place, making it easy for your loved ones to know who to contact to process claims.  You'll be able to add...

  • Life Insurance Policy Information
  • Homeowners Insurance
  • Auto Insurance
  • Property & Casualty Insurance
  • Long Term Care Insurance
  • Disability Insurance

Financial

Insurance

Insurance

Inventory your assets and debts for quick and easy reference. You'll be able to add details including...

  • Bank, investment, & retirement accounts
  • Credit card list, location, & details
  • Mortgage & HELOC information
  • Student, personal, & other loan details

Property

Insurance

Property

Inventory your important personal property, from vehicles to real estate. You'll be able to add details including...

  • Personal Property Memorandum
  • Real estate maintenance & history
  • Vehicle deeds, titles, & other details
  • Jewelry, collectibles, & other heirlooms
  • Location of storage & safes

Digital

Digital

Digital

Preferences for social media, online photos, and the rest of your digital footprint. You'll be able to add details including...

  • Social media memorialization wishes
  • Photos and cloud storage hand-off
  • Subscription and membership details
  • Digital assets, like crypto or airline miles
  • Where to locate user-names & passwords

Legacy

Digital

Digital

Define how you will be remembered with a Living Legacy. You'll be able to add legacy wishes including...

  • Memorial and funeral details
  • Words of wisdom for the next generation... leave letters
  • Video messages for loved ones uploaded to our video vault
  • Cremation, burial, and organ donation instructions
  • Upload your pre-written obituary or memorial, making it extremely easy for those left to deal with these tasks.

Sharing

Digital

Sharing

Most people share with their spouse, professional advisors, adult children and any other trusted family or friends. You control who has access and permissions. 

  • Grant Read-Only Access option:  Able to view all information and documents, but will NOT be able to edit or create documents. 
  • Grant Collaborator Access option:  Able to view and edit your account information and create new documents. 
  • By sharing, it makes the transition after your death much easier for those navigating through your estate.

As a Bonus, we ALSO provide comprehensive guides

Complete Guide to Estate Planning

Complete Guide to Estate Planning

Complete Guide to Estate Planning

Estate planning can sound scary and complex, but we're here to help simplify the process and decisions for you and your family. 

Complete Guide for Executors

Complete Guide to Estate Planning

Complete Guide to Estate Planning

Being an Executor or Personal Representative can be a rewarding, yet challenging role. This guide helps to light the way. 

Complete Guide for Trustees

Complete Guide to Estate Planning

Complete Guide for Trustees

Being a Trustee is a significant legal and operational role. This guide includes everything from taxes to liability to fiduciary duties.

Entrust Estate Solutions - Securing Your Legacy With Trust!

Contact Us

Entrust Estate Solutions, LLC

info@entrustestatesolutions.com 1-877-565-8400

Hours

Open today

09:00 am – 05:00 pm

Copyright © 2025 Entrust Estate Solutions - All Rights Reserved.

Entrust Estate Solutions, LLC is not a law firm, and does not provide legal advice. While Entrust Estate Solutions, LLC strives to ensure that its automated services are complete, they are meant purely as self-help forms. The materials and services are not substitutes for the advice of an attorney. Use of our products and services is governed by our Terms of Service and Privacy Policy.

  • About
  • Education
  • Will-Based Plan
  • Trust-Based Plan
  • Plan Analysis
  • Client Portal
  • FAQ
  • Contact Us

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