Bridging Legal Gaps: The Digital Revolution of Integrated Trust Systems

Lisa JacksonOctober 16, 2023

Gary A. Loftsgard, a CFP (certified financial planner), envisioned a change in the legal landscape. He recognized the pronounced disconnect between lawyers and their clients. Integrated Trust Systems was born out of this necessity. 

Initially a back office for law firms, they evolved into a digital hub connecting financial advisors, insurance agents, money managers, and clients to much-needed legal services. The motivation behind its inception was simple but profound: addressing the chasm between clients and lawyers. By creating a platform that promotes trust, transparency, and accessibility, Gary sought to redefine client-lawyer interactions.

In the pursuit of understanding and mastering his niche, Gary plunged into extensive personal research. From taking Trust, Wills & Estates courses to collaborating with mentors and industry veterans, he left no stone unturned in his quest for knowledge and expertise.

Redefining Legal Interaction

Integrated Trust Systems stands out with its avant-garde approach in a world driven by digital convenience. Their platform is accessible across the USA, facilitating easy representation. With the innovative "share model portal," even external lawyers can tap into the system to collaborate and provide additional assistance to clients. 2021 is a testament to the company's dedication and hard work, marking its most prosperous year. And the momentum continues, with steady growth projected in subsequent years.

Client-Centric Approach

Integrated Trust Systems takes client support to new heights. Newcomers to the platform are greeted with a "notepad center," ensuring responses within 24 hours. The initial 90 days promise unlimited support, and the subsequent yearly support fee remains a modest $90. Gary emphasizes comfort, communication, and trust when clients choose representation. The platform's "Try before you buy" approach underlines this principle.

Unparalleled Innovation and Vision

With a whopping $58K invested in proprietary software, Integrated Trust Systems boasts unparalleled uniqueness in its offerings. Their digital platform has carved a niche with no competitors in sight. Being eco-conscious, they have championed a paperless approach since 2011. 

Their commitment to sustainability is further mirrored in their regular platform upgrades. In an era of rapid technological evolution, they stay ahead by continuously incorporating the latest innovations.

Ambitions are sky-high for Integrated Trust Systems. With plans to double their caseload next year and aspirations to establish their trust company in Nevada, the future holds promising expansion and diversification. Under Gary A. Loftsgard's stewardship, they are not just shaping the future of legal services but redefining it.

If you are interested in the business profile of this firm, check it out here.

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