About First Estate Trust

First Estate Trust has been helping American's protect and preserve their inheritance since the late 1980's, working in conjunction with financial professionals across the country. FET's focus has been on providing "common sense" estate planning solutions, giving clients choices while helping them identify cost-effective ways to plan for both today and tomorrow.

In an ever-changing financial environment, the importance of having a proper estate plan cannot be stressed enough. Not only is an efficient means to distribute assets at death vital, proper estate planning also entails making plans to assure that assets are not prematurely depleated during retirment - assuring a comfortable lifestyle.

FET's founder, John L. Terry, III, has been actively involved in estate planning for over 20 years. An author and conference speaker, John has conducted financial and estate planning seminars throughout the country, and has a passion for helping families learn how to make wise financial decisions. John is also president of ExPrSS Securities, Inc. and Insurance Marketing Group of America, Inc., giving him a broad understanding of the financial markets and how they work.

John has worked with a number of financial professionals, church groups, and civic organizations to provide education and insight into both finanical and estate planning matters and continues to share his expertise through conference and workshops, as well as through personal financial planning services. He is also an active member of the Christian Financial Professianals Network.

First Estate Trust understands the importance of planning, and through its network of estate planning attorneys, CPA's, and financial professionals provides a number of comprehensive estate planning solutions. From basic trust design to complex personal or business planning solutions, FET has the exprience and resources to create a cost-effective solution for any size estate. Specialty planning for special needs children, charitable giving, and multi-generational needs is also avaialble.

Having worked hard to build an estate, losing assets prematurely to taxes, inflation, detoriating health conditions, or other factors can create financial hardships at a time when it is difficult to recover. FET also goes a step further, by helping families plan for a comfortable, financially secure retirement through pre-retirement and post-retirement planning.

Through an alliance with Integrated Trust Systems, First Estate Trust offers a more efficient and cost effective way for families to meet their estate planning objectives.

Through an interactive web-based software interface, families can work directly with our nationally inclusive financial and legal advisory network to create their own personalized estate plan in the comfort and privacy of their own home.

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If you prefer a paper format, click HERE to download a printable version of the FET Factfinder

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