Our Partners
We collaborate with a trusted network of exceptional partners across the country, all dedicated to prioritizing people above all else. Together, we’re simplifying the journey to financial and health security, making it more accessible, rewarding, and personal.
Integrated Trust Systems
Founded in 1985 by Gary A. Loftsgard, ITS began as an outsourced estate-planning service for law firms. Expanding nationwide from 1989, it integrated financial advisors, risk management agents, and attorneys to modernize estate planning. In 2011, ITS launched The eStatePlan™ Dynamic Trust Portfolio, a fully digitized, Nevada-based estate planning system. Today, ITS provides 24/7 online estate planning solutions through its Client Console, accessible via licensed attorneys and financial advisors.
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Integrity Wealth Solutions
Integrity Advisory Solutions is a premier financial advisory firm dedicated to helping clients build, grow, and protect their wealth. Through a strategic and personalized approach, they provide expert guidance on investment management, retirement planning, and financial strategies tailored to long-term success. As a trusted partner, Integrity Advisory Solutions works alongside estate planning professionals to ensure clients receive comprehensive financial solutions that align with their goals and legacy plans.
Crawford Trust Company
Crawford Trust works with attorneys, CPAs, financial advisors, and insurance professionals, as well as directly with families, to administer trusts in accordance with trust documents. Headquartered in Dayton, Nevada, Crawford Trust serves as a Nevada trustee, assisting both domestic and international families with multigenerational succession planning. By leveraging Nevada’s strong trust and tax laws, Crawford Trust helps preserve and protect family legacies. Clients do not need to reside in Nevada to benefit from these advantages.