Trust & Estate
Trust and estate support for long term planning
Automate the back office, focus on
relationships.
Enable clients to protect, preserve, and transfer their wealth with a modern platform that simplifies trust and estate management. Surmount brings planning tools, account oversight, and collaboration into one unified experience so advisors can guide clients through every stage of their long term strategy.
Build lasting stability for Every Household
Comprehensive planning support
Provide clients with tools that help them structure trusts, manage beneficiaries, and coordinate future wealth transfers.
Integrated account view
Connect trust accounts, assets, and financial plans inside a single unified platform for full visibility.
User
Trust accounts
Assets
Plans
Advisor and partner collaboration
Work directly with estate attorneys and planning partners through secure data sharing and seamless communication.
Planning partner
Estate attorney
Planning partner
Estate attorney
Advisor and partner collaboration
Work directly with estate attorneys and planning partners through secure data sharing and seamless communication.
Planning partner
Estate attorney
Planning partner
Estate attorney
Clear structure for every trust plan
Build and manage complex trust arrangements with transparent roles, documents, and distribution rules all organized in one place.
Clear structure for every trust plan
Build and manage complex trust arrangements with transparent roles, documents, and distribution rules all organized in one place.
Clear structure for every trust plan
Build and manage complex trust arrangements with transparent roles, documents, and distribution rules all organized in one place.
All trust accounts in one dashboard
Connect custodial accounts, assets, and ownership into a unified view so you can manage everything without switching platforms.
All trust accounts in one dashboard
Connect custodial accounts, assets, and ownership into a unified view so you can manage everything without switching platforms.
All trust accounts in one dashboard
Connect custodial accounts, assets, and ownership into a unified view so you can manage everything without switching platforms.
Work seamlessly with partners
Share information securely with co-trustees, attorneys, and estate partners while keeping everyone aligned on the latest updates.
Work seamlessly with partners
Share information securely with co-trustees, attorneys, and estate partners while keeping everyone aligned on the latest updates.
Work seamlessly with partners
Share information securely with co-trustees, attorneys, and estate partners while keeping everyone aligned on the latest updates.
FAQ
FAQ
FAQ
Here are the answers to your Questions
Here are the answers to your Questions
After reading this section, if you still has questions,
feel free to contact us however you want.
After reading this section, if you still has questions,
feel free to contact us however you want.
What is estate planning?
Estate planning is the process of organizing how a person’s assets will be managed, protected, and transferred during life and after death. It helps reduce taxes, simplify administration, and ensure wealth moves to the right people with clarity and ease.
What is estate planning?
Estate planning is the process of organizing how a person’s assets will be managed, protected, and transferred during life and after death. It helps reduce taxes, simplify administration, and ensure wealth moves to the right people with clarity and ease.
What is estate planning?
Estate planning is the process of organizing how a person’s assets will be managed, protected, and transferred during life and after death. It helps reduce taxes, simplify administration, and ensure wealth moves to the right people with clarity and ease.
What is an estate plan?
An estate plan is a collection of legal documents that outline how assets should be handled. This often includes wills, trusts, powers of attorney, and healthcare directives. These documents guide financial decisions, designate guardians, and ensure a person’s wishes are carried out.
What is an estate plan?
An estate plan is a collection of legal documents that outline how assets should be handled. This often includes wills, trusts, powers of attorney, and healthcare directives. These documents guide financial decisions, designate guardians, and ensure a person’s wishes are carried out.
What is an estate plan?
An estate plan is a collection of legal documents that outline how assets should be handled. This often includes wills, trusts, powers of attorney, and healthcare directives. These documents guide financial decisions, designate guardians, and ensure a person’s wishes are carried out.
How does survivorship life insurance support estate planning?
Survivorship life insurance pays a benefit after the second death in a couple. These proceeds can be used to cover taxes or other obligations, which helps preserve more of the estate for beneficiaries.
How does survivorship life insurance support estate planning?
Survivorship life insurance pays a benefit after the second death in a couple. These proceeds can be used to cover taxes or other obligations, which helps preserve more of the estate for beneficiaries.
How does survivorship life insurance support estate planning?
Survivorship life insurance pays a benefit after the second death in a couple. These proceeds can be used to cover taxes or other obligations, which helps preserve more of the estate for beneficiaries.
How much does estate planning usually cost?
Costs vary depending on the complexity of the plan. Basic documents may be inexpensive, while customized plans involving multiple trusts or legal structures may require higher professional fees. Surmount does not replace legal counsel but helps advisors manage accounts and planning details more efficiently.
How much does estate planning usually cost?
Costs vary depending on the complexity of the plan. Basic documents may be inexpensive, while customized plans involving multiple trusts or legal structures may require higher professional fees. Surmount does not replace legal counsel but helps advisors manage accounts and planning details more efficiently.
How much does estate planning usually cost?
Costs vary depending on the complexity of the plan. Basic documents may be inexpensive, while customized plans involving multiple trusts or legal structures may require higher professional fees. Surmount does not replace legal counsel but helps advisors manage accounts and planning details more efficiently.
Why is estate planning important?
Estate planning ensures assets transfer according to a client’s intentions. It helps avoid disputes, reduces taxes, provides care instructions during incapacity, and protects dependents. Effective planning creates clarity for families during stressful moments.
Why is estate planning important?
Estate planning ensures assets transfer according to a client’s intentions. It helps avoid disputes, reduces taxes, provides care instructions during incapacity, and protects dependents. Effective planning creates clarity for families during stressful moments.
Why is estate planning important?
Estate planning ensures assets transfer according to a client’s intentions. It helps avoid disputes, reduces taxes, provides care instructions during incapacity, and protects dependents. Effective planning creates clarity for families during stressful moments.
How do I set up a will or trust?
Creating a will or trust typically involves selecting beneficiaries, naming executors or trustees, defining distribution instructions, and working with an attorney to draft the required documents. Surmount supports the process by giving advisors and clients a clear view of accounts and holdings involved in the plan.
How do I set up a will or trust?
Creating a will or trust typically involves selecting beneficiaries, naming executors or trustees, defining distribution instructions, and working with an attorney to draft the required documents. Surmount supports the process by giving advisors and clients a clear view of accounts and holdings involved in the plan.
How do I set up a will or trust?
Creating a will or trust typically involves selecting beneficiaries, naming executors or trustees, defining distribution instructions, and working with an attorney to draft the required documents. Surmount supports the process by giving advisors and clients a clear view of accounts and holdings involved in the plan.
Who needs estate planning?
Anyone with dependents, meaningful assets, or specific legacy goals benefits from estate planning. It is especially valuable for clients with blended families, business interests, or complex financial situations.
Who needs estate planning?
Anyone with dependents, meaningful assets, or specific legacy goals benefits from estate planning. It is especially valuable for clients with blended families, business interests, or complex financial situations.
Who needs estate planning?
Anyone with dependents, meaningful assets, or specific legacy goals benefits from estate planning. It is especially valuable for clients with blended families, business interests, or complex financial situations.
What is the difference between a will and a trust?
A will coordinates the distribution of assets after death. A trust can manage and protect assets during life and after death. Trusts can also help avoid probate and offer more control over how and when beneficiaries receive assets. Surmount brings these structures into one place so advisors can manage them alongside the client’s broader portfolio.
What is the difference between a will and a trust?
A will coordinates the distribution of assets after death. A trust can manage and protect assets during life and after death. Trusts can also help avoid probate and offer more control over how and when beneficiaries receive assets. Surmount brings these structures into one place so advisors can manage them alongside the client’s broader portfolio.
What is the difference between a will and a trust?
A will coordinates the distribution of assets after death. A trust can manage and protect assets during life and after death. Trusts can also help avoid probate and offer more control over how and when beneficiaries receive assets. Surmount brings these structures into one place so advisors can manage them alongside the client’s broader portfolio.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.