Once you click “Get Started ” on any of our Trust Products, you will be redirected to our “Elite Legal Services” page to do your intake.
Our services are “Elite”
Products
Family Trust:
Family Trust: used for Estate planning (minimizes Estate Taxes and typically only includes family members Items Included:
a) Trust Indenture / Declaration / Trustee Offer Letter
b) Asset Ledger / Trust Capital Unit & Beneficial Unit Ledger / Trust Data Worksheet
c) Trust Binder
d) Trust Certificate Designs
e) Trust Seal Design
Cost: $1000
Single Asset Holding Trust
“An asset protection trust” is a trust vehicle that holds an individual’s assets with the purpose of shielding them from creditors. This Trust only holds a single asset Items Included:
a) Trust Indenture / Declaration / Trustee Offer Letter
b) Asset Ledger / Trust Capital Unit & Beneficial Unit Ledger / Trust Data Worksheet
c) Trust Binder
d) Trust Certificate Designs
e) Trust Seal Design
Cost: $750
Operating Trust
This Trust purpose is to operate and/or manage a business as a member or member/manager of the business Items Included:
a) Trust Indenture / Declaration / Trustee Offer Letter
b) Asset Ledger / Trust Capital Unit & Beneficial Unit Ledger / Trust Data Worksheet
c) Trust Binder
d) Trust Certificate Designs
e) Trust Seal Design
f) EIN / Authorized Representative Agreement
Cost: $1500
Master Trust
This Trust serves as Trustee for other Trusts to create another layer of Trust protection Items Included:
a) Trust Indenture / Declaration / Trustee Offer Letter
b) Asset Ledger / Trust Capital Unit & Beneficial Unit Ledger / Trust Data Worksheet
c) Trust Binder
d) Trust Certificate Designs
e) Trust Seal Design
Cost: $2500
Bank & Trust
Trust that focuses on investing and administering assets for the purpose of building wealth ect. Items Included:
a) Trust Indenture / Declaration / Trustee Offer Letter
b) Asset Ledger / Trust Capital Unit & Beneficial Unit Ledger / Trust Data Worksheet
c) Trust Binder
d) Trust Certificate Designs
e) Trust Seal Design
Cost: $1500
Turn around time:
30 days or less for each type of Trust