Srandlife Wealth uses the Integrated Trust Systems (ITS) which is an outsource estate-planning service for law firms and sole practitioners. As part of the original offering, ITS provided innovative product technology and estate plan designs including trust funding procedures benefitting both the clients and the institutional custodians. Gary A. Loftsgard founded ITS in 1985 and is the lead planner for high net worth individuals and families as part of Strandlife’s team.

Learning from the experiences of the original outsourcing model, Gary pioneered the now popular concept of multi-disciplinary network estate planning in the State of Arizona (1989), which eventually expanded into a national scale by the mid-90s. Blending the professional services of a financial advisor and risk management with transactional attorneys-of-record proved to be the ideal method of modernizing the estate-plan implementation process for ITS platform clients.

Inspired by the success of the earlier service models, and realizing the far-reaching impact of digital transformation, Gary began an intensive R&D campaign (2009) to create a fully digitized, electronically-implemented estate planning system through the master skills of ITS lead programmer, Stephen Stern. The initial version was introduced in 2011 and later developed into a unique offering now known as The eStatePlan™ / Dynamic Trust Portfolio.

Now, after hundreds of programming (and document set) upgrades over the originating versions of the past, the advanced dynamics engineered into The eStatePlan™ system have not only been fully optimized but have also passed the proof-of-concept test to serve in the complex world of estate planning. By blending the direct-support availableness of professionals with unlimited (24/7) access through the Client Console module, clients can now enjoy an optimal level of control over personal estate planning applications never before possible.

The vision has become reality! The end result is that exclusively digitized, Nevada-sitused estate planning solutions are now available ONLINE for everyone everywhere through (Nevada) licensed attorneys and financial advisors registered with ITS who are also state or federally licensed within their specialty fields.