A New Way of Thinking About Estates & Trusts

The Great Wealth Transfer is underway and the estates & trusts space is being overwhelmed. The solution resides in adopting a new way of thinking about how to administer estates and trusts. 

Using innovative, purpose-built technology, Collective Agreement enables executors and trustees to be more actively involved in the administration of the estate/trust, while still providing them the hands-on guidance to work through the complexities of the probate/trusteeship process. 

The new way is a more collaborative, tech-enabled approach that connects across the generations and optimizes outcomes for beneficiaries.