Trust Package Updates
Submit structured change requests for beneficiaries, trustees, assets, and contact information.
Breaking Through the Complexity of Estate Planning
Breaking Through the Complexity of Estate Planning
PECA Trust Planning
The PECA Trust Portal helps families understand trusts, preserve assets, and plan for future generations with professional guidance and member services.
Structured workflows for trust updates, annual reviews, modernization planning, and new trust creation.
Submit structured change requests for beneficiaries, trustees, assets, and contact information.
Request periodic reviews to keep trust planning aligned with family and financial changes.
Start a guided trust creation path with professional preparation and attorney-reviewed delivery.
A guided workflow from intake through attorney review, payment, and fulfillment.
Clients can start structured trust creation intake in the Client Portal. PECA coordinates each stage—from questionnaire through attorney review, payment, and secure document delivery.
Start Your TrustPECA's primary purpose is helping clients create, review, and maintain professionally prepared Trust Packages. After completion, participating attorneys may offer additional maintenance services through the platform.
Future options for keeping your Trust Package aligned with family, asset, and planning changes over time.
Your participating attorney may offer supplemental services tailored to your matter when Version 2 attorney-defined offerings launch.
PECA is preparing a flexible service model so participating attorneys can define offerings for each client relationship.
A clear path from education to operational trust services.
Step 1
Explore the Learning Center for practical estate-planning education before you begin your Trust Questionnaire.
Step 2
Submit structured service requests through your secure member portal workspace.
Step 3
PECA staff, attorneys, and fulfillment partners coordinate review, payment, and delivery.
A structured reference product for families navigating ongoing trust administration, amendments, and coordination with advisors.
The Trust Administration Manual complements portal workflows with clear guidance on roles, documentation, and member responsibilities. À la carte purchase is planned for a future release — contact PECA to learn more today.
Contact PECA to Learn MoreSign in to the workspace that matches your role. PECA routes you automatically after authentication.
Members manage documents, service requests, payments, and fulfillment status.
Sign in as ClientPECA staff manage clients, service requests, payments, and print operations.
Sign in as AdminVerified attorneys review drafts, approve packages, and return corrections.
Sign in as AttorneyPrint partners accept jobs, manage production, and record shipping.
Sign in as Print ProviderReferral and associate support tools for partner professionals.
Group coordinator tools for member programs and organizational accounts.
Trusts can help families organize assets, reduce confusion, preserve privacy, and create a clearer path for transferring wealth according to their wishes.
Read MoreExplore common questions about trusts, estate planning, asset protection, and how families can prepare for the future.
View FAQsConnect with PECA to learn how trust education can support your family’s planning goals.