National (18 year-old) estate planning firm offers a 21st century approach to multi-disciplinary networking.

January 2 2004--Financial professionals, like everyone else, are being impacted by a 21st century information blitz. Mainstream Americans have become more informed and thus aware of their family's particulary estate planning needs. Clients now carry that attitude with them as they go into meetings to discuss investment-suitability or insurance needs.

For the financial/agent advisor, that presents an opportunity. Clients are looking for a "platform" to help put it all together for them, to package granular products and services into a singular plan - a "one-stop-shop", so to speak, to help them with their planning concerns and objectives.

Integrated Trust Systems has galvanized their 18 years of professional experience in the national estate planning industry to develop a high-tech "virtual office" networking system that brings the advisor and attorney together - online - to help meet the clients' estate planning needs with speed, efficiency, accuracy, and cost effectiveness.




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