Can I propose a future trust purchase?

Yes! You can propose trust strategies using the Action Items at the bottom of the Estate Analysis. When adding a proposed trust, you will have the ability to specify the 'Funding year'.

For a step-by-step walkthrough of proposing trust strategies, click here.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!