About Trust and Estate Plan Maintenance

Trust maintenance is the process of keeping your trust plan up-to-date and effective during your lifetime. This includes routine trust funding reviews and updated trust legal documents to ensure the trust keeps pace with inevitable changes in the law, client finances, and family circumstances. Because life is dynamic and always evolving, trust plans must be kept current to ensure they effectively meet client goals.

The Challenge of
Plan Maintenance
The Solution to
Plan Maintenance

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The experienced and knowledgeable team at Advanced Planning Solutions, LLC design and pioneer 
the estate planning industry's most robust and cutting-edge software systems since 1998.