PTC Sponsored Resources
As a Trustee, You Need Trusted Resources
As an organization dedicated to the service and support of private trustees and their trusts, the Private Trust Consortium is pleased to sponsor the following additional resources for our Members.
Batch your order, bundle your docs, and be on your way
When you need attorney-prepared real estate docs that you can batch and send, turn to bundle and be on your way.
With just three easy steps you can have the attorney-prepared real estate docs you need, nationally.
Trust and Family Office Administration Made Easy.
Track. Collect. Collaborate.
Effectively carry out your duties with a solution from TrustEase that delivers flexibility, control and performance.
Identify. Aggregate. Communicate.
leafplanner is a secure digital platform that helps families get organized, connected, and prepared.
Your personalized leafplanner serves as a centralized hub for everything that matters — from estate planning documents and financial accounts to household details, key contacts, and personal wishes. Designed for families and the advisors who support them, leafplanner simplifies complexity, enhances communication, and strengthens continuity across generations.