Work With Us
Work With Us
Build Aligned Value, Together
Build Aligned Value, Together
Who Thrives as a Partner
Who Thrives as a Partner
At Eckman Estate Private Bank, we invite principled creators, educators, technologists, service providers, and community leaders to partner with us. Our mission is to design mutually beneficial private contracts and value-aligned offers that serve our community—especially members of EstateTrustPrivateBank.com—while honoring lawful, ethical, and transparent practice.
If your work complements private trust education, estate strategy, community training, or tools that help families act with clarity and integrity, we want to explore synergy with you.
At Eckman Estate Private Bank, we invite principled creators, educators, technologists, service providers, and community leaders to partner with us. Our mission is to design mutually beneficial private contracts and value-aligned offers that serve our community—especially members of EstateTrustPrivateBank.com—while honoring lawful, ethical, and transparent practice.
If your work complements private trust education, estate strategy, community training, or tools that help families act with clarity and integrity, we want to explore synergy with you.
Educators & curriculum builders in trust/estate literacy, records management, communications, and family leadership
Professional service providers (e.g., bookkeeping, documentation support, operations consulting) aligned with private-contract frameworks
Developers & product founders building secure tools (dashboards, ledgers, automations, reporting) that empower private clients
Community organizers & mentors who foster accountable, skill-building environments
Media creators (video, audio, writing) who teach clearly and ethically
What We Build Together
What We Build Together
Co-branded educational tracks for EstateTrustPrivateBank.com members
Service bundles & operating playbooks that help families organize records, correspondence, and procedures
Private-contract templates (with proper disclaimers) that partners can help refine and support
Operational toolkits (spreadsheets, docs, lightweight web apps) that keep families organized and audit-ready
Member benefits (office hours, workshops, resource libraries) with clear scopes of work
Important: We do not provide legal, tax, or investment advice. All materials are educational. Partners must keep all services within lawful, ethical, and credential-appropriate boundaries.
Important: We do not provide legal, tax, or investment advice. All materials are educational. Partners must keep all services within lawful, ethical, and credential-appropriate boundaries.
Our Partnership Framework
Our Partnership Framework
Discovery & Fit
Discovery & Fit
We clarify mission alignment, audience fit, and desired outcomes.
Co-Design
Co-Design
We map deliverables, consent flows, privacy, and QA standards.
Risk & Compliance Review
Risk & Compliance Review
We verify disclaimers, scopes, and documentation standards.
Private Contracting
Private Contracting
We finalize terms, performance milestones, and revenue share.
Pilot Launch
Pilot Launch
We test with a limited member group and gather feedback.
Scale & Support
Scale & Support
We grow what works with ongoing reporting and improvements.
Get In Touch With Us
Get In Touch With Us