Families arrive organized
EasyTrust does the gathering: household structure, assets, beneficiaries, existing documents and stated goals. You receive a request with the facts already in order and a clear reason you were matched.
Verified before listed
Credentials and service areas are recorded and reviewed. EasyTrust never displays a credential or license status it hasn't confirmed.
Consent-based access
You see a household's details only after that family explicitly shares them with you for a specific request.
Deterministic matching
Requests are routed by recorded facts — state, property locations, business interests, special needs planning — not by ad spend.
Professional types we route to
- Estate Attorney
- Legal Document Preparer
- Legal Paraprofessional
- Notary
- Remote Online Notary
- CPA
- Enrolled Agent
- Financial Advisor
- Insurance Professional
- Title/Deed Professional
- Business Valuation Professional
- Professional Fiduciary/Trustee
- Other Approved Provider