What Is a Living Trust?
A living trust is a powerful estate planning tool designed to safeguard your client’s family, assets, and legacy—while simplifying the process during difficult times.
1. It’s a Legal Document
A living trust is a formal, legally-binding document that clearly spells out how an individual’s assets—such as their home, bank accounts, retirement funds, and life insurance—should be managed or distributed after death or incapacitation.
2. Avoids Probate
By establishing a living trust, your client can ensure their assets transfer directly to beneficiaries—without going through probate. This helps avoid the delays, costs, and stress typically associated with the court-supervised process.
3. Gives Control
Clients retain full control over their assets while alive. They decide who receives what, when, and how. This flexibility is crucial for protecting dependents and planning for potential incapacity or special conditions.
4. Not Just for the Wealthy
Living trusts aren’t exclusive to high-net-worth individuals. Anyone with a home, life insurance policy, or minor children can benefit from the security and clarity a trust provides.
5. Aligns with Mortgage Protection
A living trust ensures that the protection your client puts in place—like life or mortgage insurance—is not lost in probate delays. It enables fast, private, and stress-free asset distribution.
The Living Trust Training Video
Learn exactly how to introduce the Living Trust during your FIF, overcome objections, and submit referrals with confidence.
- When to bring it up in the appointment
- What to say (and what not to)
- How to hand it off to our partners at Integrity Estate Planning
- Why it works, even when it’s a no-sale
This Isn't Just a Trust, It's a Door to Advanced Sales
✅ $500 referral commission per closed trust
✅ 75–90% close rate by Integrity Estate Planning
✅ Opens conversations about annuities, IULs, DFL, and asset discovery
✅ Gives you value in a no-sale situation
"Half of my production this year has come from Living Trust referrals. Without them, those sales wouldn't exist."
- Josh Quilllen
Meet Your Partner at Integrity Estates
Dina Atkinson
CEO of Integrity Estate Planning
- 25+ years of experience
- Over 10,000 clients served
- Backed by a team of attorneys, paralegals, and admin professionals
- Licensed in all 50 states with bilingual services
✨ Your clients are in the best possible hands.
Contact: dina@integrityestateplanningsvc.com
Simple Process. Big Payout.
Earn $500 per completed trust by referring clients to Integrity Estate Planning. No legal expertise needed—just follow the steps below.
Referral Steps:
✅ Ask the trust question during the appointment
✅ Get verbal permission to share their info
✅ Submit via referral form or contact email
✅ Integrity Estate Planning takes over
✅ $500 payout for every completed trust
✅ 60/40 split on any advanced sales
Just Set the Appointment.
You don’t have to explain the legal side—we’ve got that covered. Just make the introduction.