Designed for individuals seeking structured probate avoidance and fiduciary clarity.

This foundational trust structure establishes internal role alignment and continuity planning while maintaining lifetime control.

Each trust is individually drafted and tailored to your asset profile, governance goals, and succession framework. No templates. No generic documents. Structured design based on your specific fiduciary architecture.

What This Includes
✔ Custom Revocable Trust Instrument (Indenture & Declaration)
✔ Schedule A (Asset Declaration)
✔ Schedule B (Beneficiary Designation)
✔ Trust Certificate (Bank-Ready Summary)
✔ Trust Affirmation Documentation
✔ Beneficial Interest Certificates (if applicable)
✔ EIN Registration Guidance
✔ Retitling Guidance for One Asset or Account
✔ Successor Trustee Reference Summary
✔ Three 60-Minute Private Advisory Sessions (Virtual)
✔ Document Review & Signing Guidance

Purpose
This structure establishes:

• Probate avoidance
• Internal fiduciary clarity
• Controlled asset management
• Structured succession planning

This is not a template product.

It is a professionally structured trust framework built for governance and continuity.

Investment Terms
$3,000

Non-refundable after 24 hours due to advisory time, drafting preparation, and intellectual property allocation.

Designed for individuals, families, or business owners seeking enhanced asset separation and fiduciary governance.

This structure may be implemented as either:

• An Irrevocable Family Trust
or
• An Irrevocable Business Trust

Each trust is individually structured and drafted to align ownership, control, and liability posture according to your asset profile and governance objectives.

No templates. No generic instruments.
Each structure is designed around your specific exposure considerations and operational framework.

What This Includes
✔ Custom Irrevocable Trust Instrument (Indenture & Declaration)
✔ Schedule A (Asset Declaration)
✔ Schedule B (Beneficiary Designation)
✔ Trust Certificate (Bank-Ready Summary)
✔ Introductory Banking Letter
✔ Special & Extended Trust Meeting Minutes
✔ Financial Institution Authorization (for Business Trust if applicable)
✔ Beneficial Interest Certificates
✔ Indemnification / Hold Harmless Agreement
✔ Letter of Intent (Grantor Guidance Document)
✔ EIN Registration Guidance
✔ Retitling Guidance for One Asset or Account
✔ Three 60-Minute Private Advisory Sessions (Virtual)
✔ Document Review & Execution Guidance

Structural Purpose
This architecture is designed to:

• Separate ownership from liability
• Clarify fiduciary authority
• Establish governance documentation
• Support private operational posture
• Strengthen asset protection positioning

This tier provides expanded documentation and governance records appropriate for irrevocable structuring and business alignment.

Investment Terms
$5,000

Non-refundable after 24 hours due to advisory time, drafting preparation, and intellectual property allocation.

Designed for families and business owners requiring integrated trust layering and coordinated fiduciary governance.

This tier includes both:

• Family Trust Architecture
and
• Business Trust Architecture

Structured together to align personal ownership, operational control, and liability separation within a unified governance framework.

Each trust is individually drafted and coordinated to function as part of a layered structural system, not as isolated documents.

This tier is appropriate for clients seeking full internal and external alignment across personal and corporate exposure.

What This Includes
✔ Custom Family Trust Instrument
✔ Custom Business Trust Instrument
✔ Schedule A & Schedule B for Each Trust
✔ Trust Certificates (Bank-Ready)
✔ Introductory Banking Letters
✔ Special & Extended Trust Meeting Minutes
✔ Financial Institution Authorization (Business Trust)
✔ Beneficial Interest Certificates
✔ Indemnification / Hold Harmless Agreements
✔ Grantor Letter of Intent
✔ EIN Registration Guidance (for each trust)
✔ Retitling Guidance for One Asset Type Per Trust
✔ Six 60-Minute Private Advisory Sessions
✔ Governance & Funding Implementation Guidance
✔ Document Review & Execution Support


Structural Purpose
This architecture is designed to:

• Establish layered fiduciary separation
• Align personal and business governance
• Reduce cross-liability exposure
• Create coordinated succession planning
• Support long-term generational continuity

This is a full-spectrum structural engagement, integrating internal authority with external operational posture.

Investment Terms
$8,000

Non-refundable after 24 hours due to advisory time, drafting preparation, and intellectual property allocation.

Designed for clients who have already established a trust and require structured implementation guidance.

This session focuses on operationalizing your trust, ensuring proper asset alignment, funding posture, and documentation organization.


What This Includes
✔ Transfer Guidance for Up to Three Assets or Accounts
✔ Schedule A Completion Review
✔ Funding Flow Mapping (income and asset movement through the trust)
✔ Record-Keeping & Governance Binder Setup
✔ 90-Minute Private Implementation Consultation

Purpose
This engagement is designed to:

• Ensure proper funding alignment
• Clarify operational posture
• Organize governance documentation
• Establish functional trust administration habits

A trust document alone does not create structure.

Proper funding and documentation establish operational integrity.

Investment Terms
$975

Non-refundable upon scheduling due to advisory preparation and implementation guidance provided.