Safe Money Resource Launches Safe Money Trust for Helping Baby Boomers Create and Manage Their Estate Plans

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New service portal launched in affiliation with Summit Trust Company for convenient, easy-to-use trust planning

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Safe Money Resource is dedicated to offering people the resources, knowledge, and expertise they need at every stage of their financial journey. Today Safe Money Resource unveils another helpful resource for baby boomers and their families:, a complete estate planning system that offers easy, accessible estate plan creation and management. This valuable new offering is being extended through an affiliation with Summit Trust Company.

“ makes estate planning accessible at people's fingertips. Nowadays, the other option to make modifications to your legal documents is through attorney meetings. It can quickly add up to thousands of dollars in consultative billing,” said Brent Meyer, President and co-founder of Safe Money Resource. “We're greatly pleased to offer families this cost-effective, complementary option for managing their estate plan.”

With, baby boomers can create a last will and testament online at their convenience. The portal also gives them the ability to securely create, control, and manage a dynamic trust online at will. At different levels of membership, three offerings are given for distinct document-set placement: three choices for an individual (sole trust creator) and three options for a married couple (co-creator of trust). More information and free 24-hour trials can be found at:
Members receive 24-hour, secure access to their trust documents, easy-to-follow help on every screen, and instructions on what to do once a document is complete. Unlimited opportunities are available for legal document revision when it is needed. Different document set offerings include:

  •     Complete health care document set, including durable power of attorney for health care, living wills, advanced medical directives, HIPAA privacy statements, and more
  •     Last will & testament package, including all of health care document-set, durable power of attorney over assets, durable agent notices, last will & testament, and more
  •     Dynamic trust portfolio, including all prior sections' components, portfolio summary & trustee directives, certificate of trust, schedules & property, and many more options

The no-obligation, 24-hour trial enables baby boomers and their attorney to explore the entire estate planning system. In the trial period, users can see how their personalized documents will look, read, and print.

For people interested in attaining a secure retirement income, Safe Money Resource offers a plethora of other helpful resources. Its website,, serves a one-stop center for complete, unbiased financial education. Several articles, resources, and guidebooks are available on many pressing financial issues. Topics of coverage include annuities, life insurance, long-term care insurance, Social Security benefits, IRAs, sound retirement planning principles, and more. This content is accessible at also connects investors with qualified, dedicated financial planning experts at a local level. On the website, people can locate an independent associate within their local area, and reach out to them for a consultation. As a whole, Safe Money Resource is made up of a small network of licensed, dedicated, experienced professionals.

These individuals are independent advisors, which lets them offer a diverse product selection from many insurance carriers. Safe Money Resource has relationships with more than 40 major insurance carriers. It vigorously researches, analyzes, and evaluates each product before making any recommendation to its independent associates.

“Don't hesitate to contact us at 877.GROW.SAFE. Our team is here to answer your questions and help you determine which measures are best for your financial future,” commented Meyer. “It would be our pleasure to serve you. We look forward to assisting you with evaluating your needs and coming up with a plan to help you achieve lasting retirement security.”

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Brent Meyer
Safe Money Resource
+1 800-790-7791 Ext: 102
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Craig Rosof
since: 05/2011
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