Every company knows that it costs far less to hold on to a customer than to acquire a new one.  That's why customer retention has become the Holy Grail in industries ranging from airlines to wireless." Forbes Magazine" A 1% increase in customer retention enhances firm value by about 5%"Companies can boost profits by almost 100% by retaining just 5% more of their customers..." CustomerFocus.com

Introducing Trust Design Center, Your Solution.

 

 

How does it work, and why is Trust Design Center ethical and legal while other services may not be?

  • You provide your client with a series of questions and options through our professional brochure, written in plain English and designed to highly customize your client's legal documents through a streamlined design process.  Then you transmit the information to us through an interactive and secure web site.
  • Our legal team answers all legal questions and then drafts all legal documents.  When complete, we deliver the documents and direct the client back to your office to fund the trust.
  • Through the trust funding service, you deepen your relationship with the clients helping you to build your business and retain your clients.
  • Ultimately our client receives a high quality estate plan from an ethical business model where you are never put in the position to, or even appear to "practice law." 
Things to ponder: The other guys

Incomplete, one size fits all programs that don't take into account your client's specific life circumstances. Potentially hazardous to your business and reputation. Your client has "left the building."  Will he or she come back?

 

Trust Design Center

"Wholesale driven," meaning our business is building your business, we do not solicit your clients for work that you perform. Comprehensive attorney review of each highly customized document plan.Your clients remain your clients. No legal issues, we are green light go!  Ethical and Legal. Click here now to register!  Or you can simply call us at 480-776-6060 today!

Work with Us?

Trust Design Center delivers an attorney who works together with the client's existing Advisors for the client's benefit.

If you are an accounting, tax, insurance, or financial planning professional, please
click here to read more about the benefits of registering with Trust Design Center and
boosting your success.

Our Story

After designing hundreds of Trusts at full price, we discovered that, based on certain key pieces of information, we can highly customize a living trust that provides more benefits while saving the client precious time and money.

About Us

Trust Design Center is the highest quality trust drafting partner you can choose. Nowhere else will you find a trust drafting partner that will  deliver customized estate planning or business formation documents using the highest technology available in today's estate planning marketplace.