Resources

A comprehensive trust administration reference is planned as a future à la carte offering. This manual will help families and fiduciaries understand ongoing trust management responsibilities.

Foundational trust education to help families understand core concepts before engaging professionals.

• Why Trusts Matter overview and planning context
• FAQ — common trust and estate planning questions
• Homepage services and how-it-works guidance

Learn how PECA helps clients complete Trust Packages today and how participating attorneys may offer additional maintenance services in the future.

• Trust creation, review, and delivery through the Client Portal
• Future attorney-defined service offerings (planned for Version 2)
• Service request and document workflows after sign-in

Structured pathways for families beginning or updating their trust planning.

• Trust creation intake for new planning engagements
• Trust import and modernization review workflows in the client portal
• Annual review questionnaires for existing clients

Sign in to your secure client workspace for trust intake, payments, and document delivery.

• Complete trust creation intake and track your service request
• Pay Attorney Review Deposit and Final Payment through secure checkout
• Download released trust package documents when delivery is complete