Estate Trust, Inc.®, headquartered in Baltimore, Maryland, was formed in 1990.
Our principals have been engaged in secured finance, insurance, and consulting on a national level since 1978. Today we provide
advisory, valuation, and life settlement brokerage services to professionals and organizations serving the affluent senior
market. We also act as an intermediary for the nation's leading institutional investor-funders in the life settlement industry.
Estate Trust is not a sales
organization that is transaction-driven. Closing the maximum number of life settlement cases possible and collecting the related
referral fees are not the drivers of our business. Instead, transactions result because they are the best financial
option for the client. Our success over fifteen years has been the direct result of our collaborative and supportive approach
to each referral partner's work with their clients, making us the most relationship-centric company in our field.
