Safe Money Trust -

Safe Money Trust

Wealth and estate planning can be full of challenges. But it doesn’t have to be. Through Safe Money Trust, you can benefit from comprehensive solutions, personalized service, and a simplified process. connects you to a complete suite of professional trust services, administered by experienced professionals with deep knowledge of fiduciary matters.

Safe Money Trust understands our mission is to simplify your affairs and to help you attain your long-term objectives. If you would like to learn more about our services, please call us at 877.476.9723. A trusted associate will be glad to assist you.

More Peace of Mind with Life’s Mission Control®

Life is busy. Very busy. And in the midst of the daily hustle, people have to keep track of many things. Important documents, online accounts, valuables, and personal assets are just a handful of several items they must keep safe, protected, and up-to-date.

Through our relationship with a military-grade-secure Life Management solution, you can store everything in one highly securitized place.

This solution, called LegacyShield, is designed to help you get your life affairs organized for the future – and to give the right people access to your documents, accounts, information, and even life stories should anything unexpected happen.

How can it help solve the challenge of being ready for life’s uncertainties? Here are a few ways:

  • Created by founders with careers spent helping millions of families protect their legacies.
  • Store your documents and information in an easy-to-use, military-grade vault.
  • Upload, organize, and store everything in one secure location: wills, trusts, birth certificates, healthcare directives, powers-of-attorney, and more.
  • Get the right documents, to the right people, at the right time.
  • Lets you control everything, grant your designated contacts access, and change access if needed.
  • Great flexibility- give access to whomever you want: loved ones, friends, business associates, advisors, other professionals.
  • Additional features, like working with 17,000+ financial institutions to let you keep and monitor all of your financial accounts in one secure place.

You can learn more about LegacyShield, including free subscriptions, here.

Complete Trust Services

At Safe Money Trust, we understand there are difficult decisions to be made in these matters. With our services, experienced professionals will help you every step of the way. We handle all aspects of fiduciary services: 

  • Trust administration
  • Estate administration
  • Specialized needs trusts or guardianships
  • Tax planning & other tax-related services
  • Financial planning

Trust and Estate Planning

Have Questions?

One concern in estate planning is tax liability. Without proper measures, tax obligations at federal and state levels can be quite imposing. Excessive income and estate taxation can greatly erode the value of assets left to beneficiaries.

Of course this is not the only challenge a wealthy family might face. Persons of affluence can shoulder many concerns:

  • Efficient transfer of wealth to future generations
  • Passing ownership of an enterprise to a family member
  • Managing affairs for persons unable to do so themselves
  • Taking care of real estate holdings

After learning of a client’s family history, circumstances, objectives, and financial conditions, we can find and implement effective, individually-tailored solutions. Safe Money Trust is committed to providing clients with the ongoing comprehensive support, professional service, and peace of mind they need. If you need guidance with determining suitable retirement income strategies, we can help with that, as well.

Our Mission

Safe Money Trust offers the benefit of:

  • Affiliation with an organization specializing in all manner of trust and estate planning and administration
  • Complementary, professional collaboration with existing advisors, counselors, and other parties representing your interests
  • A single-source for meeting trust & estate planning, estate & trust administration, and financial planning needs
  • A unwavering dedication to highest-level client service
  • Impartial and reliable administration of trust agreements and estate transfers
  • Uncompromising ethics and conscientious service philosophy

We would be glad to learn of your unique needs, and to discuss how we can serve you. If you have any inquiries, please do not hesitate to call us at 877.476.9723.

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Contact Info

Safe Money Broadcasting Home no glow img

1107 Key Plaza #450
Key West FL, 33040-4077

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