Understand the Power of a Living Trust Protect, Preserve, and Prosper.”

Discover how a trust safeguards your assets, reduces taxes, and builds generational wealth.

Discover how a trust safeguards your assets, reduces taxes, and builds generational wealth.

What Is a Trust?
A trust is a legal arrangement that allows your assets — like real estate, businesses, and investments — to be managed and distributed according to your wishes. It keeps your estate private, avoids probate, and ensures your legacy is protected for generations.

How It Works

Your trust appoints a Trustee (someone you choose) to manage assets for your beneficiaries. You stay in control while you’re living, and your chosen trustee ensures everything transitions smoothly when the time comes.

The Tax Advantages
-Potentially reduce estate taxes
-Maintain privacy from public records
-Protect your business and family from probate fees
-Allow income-shifting strategies for generational wealth

“Stand in your power , we’ll handle the rest.”

The Perfect Plan for Your Growing Business

Choosing the right plan is crucial for your business growth. We offer tailored plans that fit your current needs and scale with your ambitions. Whether you're just starting out, expanding your team, or leading a large enterprise, we have a solution designed for you.

Essential Trust (Simple)

Ideal for: Individuals/couples with straightforward estates.

Payment plans: 3× $417/mo or 6× $210/mo

Signature Trust

Ideal for: Families/business owners needing added customization.

Payment plans:3× $750/mo or 6× $375/mo

Sovereign Trust (Advanced/Complex) — Max price cap

Ideal for: Multi-property estates, advanced planning, or layered needs.

$1,250/$210 mo

What’s included (step by step):

  • Strategy Call & Goals (30 min) – clarify beneficiaries, Grantor, and Assets.

  • Data & Asset Inventory – simple checklist to capture accounts, real estate, and policies.

  • Revocable Living Trust (RLT) Framework – standard distribution clauses.

  • Review & Alignment Check – Alexis reviews for completeness and alignment (non-legal).

  • Execution Guidance – notary signing guidance; recording steps for 1 property (gov’t fees not included).

  • Funding Checklist – beneficiary/title updates for up to 3 accounts.

  • Digital Binder – organized PDFs in a secure folder.

  • 30-Day Support – email support for implementation questions.

$2,250/$375 mo

Everything in Essential, plus:

  • Custom Distribution Plan
    Choose how and when your beneficiaries receive assets — by age, milestone, or event. Includes backup beneficiaries for added protection.

  • Guardianship & Health Provisions
    Covers guardianship for minor children and includes a HIPAA release so loved ones can access medical information when needed.

  • Expanded Funding Support
    Guidance for updating titles and ownership on up to 2 properties and 6 financial accounts.

  • Business Transfer Setup
    Assistance transferring one business (LLC or S-Corp) into your trust, if applicable.

  • Tax-Readiness Session (30 Minutes)
    Learn how to manage trust-related deductions, 1099s, and proper recordkeeping.

  • Trustee Training (30 Minutes)
    A step-by-step overview of trustee duties, best practices, and how to stay compliant.

  • 60-Day Support
    Priority email support plus one follow-up call for continued guidance.

$3,500/$584/mo

Everything in Signature, plus:

  • Advanced Trust Design
    Create detailed sub-trusts for education, legacy gifts, or charitable purposes — fully customized to your goals.

  • Expanded Property & Account Support
    Guidance for transferring up to 3 properties and 12 financial accounts into your trust.

  • Irrevocable & Tax-Smart Options
    Includes coordination with an attorney for advanced strategies (like ILITs or grantor trusts) and EIN setup if needed.

  • Funding Concierge
    Hands-on support to prioritize and complete your funding process — we’ll help you organize title changes and beneficiary updates step by step.

  • Advanced Tax Strategy Session (45–60 Minutes)
    Deep dive into income and estate tax planning, step-up basis, and IRS Form

  • 1041 preparation.

  • 90-Day Premium Support
    Extended priority support with two follow-up calls and a trustee Q&A session for clarity and confidence    .

"Curious to learn how it all works?"

We’ve created a simple, step-by-step guide that breaks down exactly how to form and fund your own living trust, plus the tax strategies wealthy families use to protect their assets.

“Forming Trust 101 eBook” — Only $33

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