Any Finance Advisors using Helios for estates and trusts ?

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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Kumsajack
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Joined: Fri Jul 28, 2017 1:05 pm

Any Finance Advisors using Helios for estates and trusts ?

Post by Kumsajack »

I'm really interested in setting up a Trust, and the streamlined approach of Helios looks appealing: https://heliosdriven.com/hip/

However, Helios will only engage with clients through a Financial Advisor.

Any known experience or a Finance Advisor that uses Helios ?

Thanks !
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David Jay
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Re: Any Finance Advisors using Helios for estates and trusts ?

Post by David Jay »

I really think you want to work with an attorney who is familiar with Trust law in your state.
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StevieG72
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Re: Any Finance Advisors using Helios for estates and trusts ?

Post by StevieG72 »

Financial advisor may try to sell you whole life to go in the trust. Could easily become conflict of interest.
Fools think their own way is right, but the wise listen to others.
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celia
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Re: Any Finance Advisors using Helios for estates and trusts ?

Post by celia »

Kumsajack wrote: Wed Jun 16, 2021 10:30 am I'm really interested in setting up a Trust, and the streamlined approach of Helios looks appealing: https://heliosdriven.com/hip/

However, Helios will only engage with clients through a Financial Advisor.
I looked at this link. It looks like it is marketing to financial advisors, to train them and eventually refer their clients to their trust services.

OP, Unless you're a financial advisor or want to pay one, I'd look elsewhere. A good estate planning attorney won't care if you, the client, has a financial advisor or not. But if you used a Helio-trained financial advisor, you'd probably arrive at the lawyer knowing some terminology and basic concepts, that you can pick up elsewhere (like at Bogleheads.org).
Topic Author
Kumsajack
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Joined: Fri Jul 28, 2017 1:05 pm

Re: Any Finance Advisors using Helios for estates and trusts ?

Post by Kumsajack »

https://podcasts.apple.com/us/podcast/t ... 0478598065

Here's where I first learned of Helios. I think it's a logical outgrowth of a lot of FinTech initiatives.
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