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Fiduciary Technologies, Inc. gives the creator of Trusts and the Fiduciary institution the ability to ensure that the trust created does exactly what what the Grantor meant for it to do.

FTI has created technology that will do the following:

  • Reduce the cost of estate planning

  • Minimize reliance on third parties

  • Maximize the benefits that go to the beneficiaries 

For more than 50 years, estate planners have been pushing their clients into trusts of one form or another.  However -- the trust is only as good as the direction given and the person placed in charge. 

 

 


There is an overriding lack of tools with which to administer estates and trusts.  Who can we trust to manage the trillions of dollars and assets now rushing into the trust & estate pipeline?

We must develop a New View of trusts.


 

Current/Traditional View of Trusts:  
Asset-Centric

- Goals unclear or undefined
- Trustee has to guess what was intended
- Paper files and sophisticated excel spreadsheets
- Manual reviews and updates

FTI's New View of Trusts:
Beneficiary-Centric

- Clarity of Intent
- Directives for Trust/Trustee decisions
- Sophisticated computer models
- Automated, personalized decision making
- Standardized tracking & reporting

 


 

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The Risk of Trusts

The New View of Trusts

The New View System

  • Step One-Enter Info
  • Step Two-Design the Trust
  • Step Three-Registration Service
  • Step Four-Implementation Map
  • Step Five-Legal Constraints
  • Step Six-Ongoing Execution

    About Ms. Farley

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  • Over the next 50 years $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

    How much will be siphoned by trustees...lost to estate taxes...lost to administrative fees or lawyers fees...other fees?

    How well will these trusts be managed?

    What kinds of investments should be made with the money under management?

    Trust, Are You Kidding

    CLICK HERE for more info on the book