Our Solution
Affinity Trusts is a solution to a growing need in the marketplace for a company that functions as a conduit between professional estate planning attorneys and Financial Institutions, Associations, and Employer Groups. From our experience in providing this service, we discovered that the majority of institutions do not offer estate planning to their members, employees and/or clients. As institutions increasingly strive to deliver a total solutions package of financial products to their constituents, it is essential that they assist in the accumulation and preservation of a client’s assets, but also in the transfer of a client’s estate to his/her heirs in a timely and cost-effective manner. Proper estate planning is a key part of any financial strategy.
What is Proper Estate Planning?
Having a plan to manage your health, and financial decisions should you find yourself in a situation where you are unable to do so (“incapacitation”); and
Being able to ultimately distribute your property to chosen “heirs and beneficiaries” in a manner YOU so wish (quickly, privately and cost-effectively).
Who Needs Estate Planning?
EVERYONE! You do not need to be wealthy to have an estate plan; you simply need to have possessions or money, even the smallest amount, to be passed on. Additionally, estate planning refers to medical and health procedures and power of attorney documents that make sure your wishes are carried out if you are unable to make decisions on your own behalf.
“Professional, Caring and Passionate”
“Pulling your life information and talking about what to do upon death is a trying subject but the staff at Affinity Trusts were very professional, caring and passionate in their products and in what we needed. They made the whole experience comfortable for us to process. We have highly recommended our family members and friends to Affinity Trusts knowing that they will have the same great experience as we are still having!“