Complete FAQ

A trust is a legal relationship where one party (A) transfers assets to another party (B) to hold and manage those assets for the benefit of a third party (C).

In plain language: You transfer your wealth to a trust entity. A trustee manages that wealth according to the trust document’s instructions. The beneficiaries receive benefits as specified.

Why this structure matters: The assets are no longer in your personal name. They’re held by a separate legal entity (the trust). This separation creates protection from creditors, simplifies administration, avoids probate, and enables positioning that personal ownership cannot achieve.

It’s not complicated: A trust is simply a legal agreement that says “I’m giving these assets to this entity (the trust) to be managed for these people (beneficiaries) according to these rules (the trust document).”

Revocable trust: You can change it or cancel it at any time. You retain control. But assets are still part of your taxable estate at death, and creditors can reach them.

Irrevocable trust: Once created, it can’t be changed without consent of beneficiaries or court approval. You’ve permanently transferred the assets. Assets are OUTSIDE your taxable estate. Creditors cannot reach them. The structure enables institutional recognition for capital access mechanisms.

The real choice: Revocable gives you flexibility but no protection. Irrevocable gives you protection and institutional positioning. Alchemy of Grace builds irrevocable trusts because the protection and institutional capacity are the entire point.

Grantor = you still control the trust. Non-grantor = you’ve truly given it away.

Practical structure: A non-grantor trust is a separate legal entity. It files its own tax return (Form 1041). It has its own tax status independent from you. This separation creates creditor protection and institutional recognition.

How we secure non-gransor status: We intentionally structure the trust to FAIL THE IRS CONTROL TEST. Here’s what that means: The IRS looks for whether you (the grantor) still control the trust. If you do, they treat it as grantor-controlled and won’t grant non-gransor status. We intentionally design the trust so you demonstrably DON’T have control. A Trust Protector (an independent adverse party) has veto power over distributions to you. You can’t unilaterally modify the trust. You can’t access the assets on a whim. This FAILURE to control is exactly what we want. It proves to the IRS that the trust is independent from you.

Why we want to fail the control test: When you FAIL the control test, the IRS treats the trust as truly separate from you. This means the trust can retain income without you paying annual tax on it. The trust can compound untaxed. Capital can flow through the trust structure without triggering personal tax liability. The trust can access institutional capital mechanisms that grantor trusts can never access. FAILING the control test is the entire mechanism that makes this architecture work.

The Trust Protector’s role: An independent Trust Protector acts as an “adverse party” to the trust. They have the power to approve or withhold distributions to you. This adversarial position is exactly what proves to the IRS that you don’t control the trust. It’s not a limitation—it’s the legal mechanism that secures non-grantor status and all the benefits that come with it.

Private context: The trust operates privately—no state registration, no public filing, no government oversight. The trust document and governance remain completely confidential. Your trust activities, beneficiaries, and assets are not public record.

Public context: The trust can interface with public commerce—open bank accounts, sign contracts, conduct business, hold property titles. Despite public-facing activities, the trust itself remains private. This is a critical distinction: you operate in commerce without exposing the trust’s internal structure or beneficiary information.

Why this matters: Most trusts are either fully private (but limited in what they can do) or fully transparent (but lose privacy). Alchemy of Grace trusts operate in BOTH. You maintain complete confidentiality while having full authority to act in the public marketplace. This is asset protection plus operational authority.

Practical example: Your trust can own a business, hold real estate, operate a banking relationship—all in the public record if needed. But your beneficiary list, trust terms, and strategic decisions remain completely private. Competitors, creditors, and courts see what they need to see. Nothing more.

Personal ownership: You own an asset. You’re personally liable for everything related to it. You’re personally responsible for contracts, disputes, and claims.

Trustee authority: Your trustee acts as an economic agent on behalf of the trust. The trustee can create lawful private contracts, operate without outside interference, make binding decisions, manage across jurisdictions—all on behalf of the trust, not in personal capacity.

Why this transforms wealth building: When your trustee has explicit contractual authority, they can negotiate business deals, deploy capital, create liability structures, and manage disputes entirely separate from your personal risk exposure. If a business fails, if a contract is disputed, the claim is against the trust’s assets—not your personal assets. Your home, your bank accounts, your personal property remain completely untouched.

Jurisdictional advantage: Your trustee can operate across multiple jurisdictions—real estate in multiple states, business ventures in different locations, international capital deployment—all under one trust structure with unified governance. This eliminates the need for separate entities in each jurisdiction.

The practical power: Trustee authority transforms your trustee from a passive document holder into an active economic agent. This is what enables institutional-scale wealth building while maintaining complete asset protection.

Most trusts are created as standalone legal structures. Our approach is fully integrated.

Our architecture:

• Hybrid irrevocable core: Private (outside public record) and irrevocable (permanent legal separation)
• Non-grantor structure: Separate legal entity, intentionally designed to fail the IRS control test, enabling institutional positioning
• Trust Protector governance: An independent adverse party ensures the trust remains separate from you and maintains non-gransor status
• Board of Trustees structure: You appoint a Board of Trustees that you control during your lifetime. If a Board isn’t in place, the Trust Protector and you (now called the Acting Interim Principal Trustee/Chairperson) can form a quorum
• 508c1a FBO integration: A faith-based organization vehicle grounded in sincerely held religious beliefs, operating under an a priori contract with your Creator that supersedes man-made statutory laws
• 10-20 coordinated documents: Complete ecosystem, not just one trust
• Integrated capital mechanisms: Life insurance, Master Trust Notes, and reverse endowment models built in from the start

Why this matters: Standard trusts are legal documents. Ours is an operating system for generational wealth that operates both within statutory law AND under religious exemption frameworks.

508c1a = Faith Based Organization. It’s a tax classification for entities organized and operated exclusively for religious purposes based on sincerely held religious beliefs.

Core mechanism: The 508c1a operates under an a priori contract with your Creator that supersedes man-made statutory laws and policies. This isn’t a clever workaround. It’s a recognized legal exemption framework. Because the trust operates as a faith-based entity grounded in sincerely held religious beliefs, it automatically qualifies for MANDATORY EXCEPTIONS including tax exemptions and non-reporting status.

How this works: You can literally be a religion of one. As long as we can ground you in sincerely held religious beliefs (which guide how the trust operates and distributes capital), the 508c1a vehicle qualifies for the religious exemption. This means the trust doesn’t file annual tax returns. The trust operates under religious exemption frameworks, not statutory limitations.

Court protection: Because the trust operates as a 508c1a FBO grounded in religious belief, you also FAIL THE COURT TEST. This means the trust is governed by the terms and conditions set forth during its creation, not by courts. Courts respect the religious nature of the entity and its internal governance structures. You maintain sovereignty.

Integration: Your irrevocable non-grantor trust AND the connected 508c1a FBO work together. The trust is private and legally separate. The 508c1a provides the religious exemption framework and non-reporting status. Together, they create a complete system that operates at institutional scale while maintaining religious sovereignty.

Standard trusts are monolithic: One trust holds everything—real estate, business interests, investments, personal property. If something goes wrong with one asset class, it potentially affects the entire trust structure.

Our modular approach: Your Master Trust is the command center. Specialized sub-trusts branch from it, each designed for specific purposes and asset classes. Think of it as a holding company structure where each operating company has its own mission and protection strategy.

Sub-trust types we design:

• Real estate trusts: Hold property and manage related liability separately
• Business venture trusts: Each business gets its own trust entity with tailored governance
• Intellectual property trusts: Protect patents, trademarks, copyrights with specialized terms
• Philanthropic trusts: Structure charitable giving with tax efficiency and mission alignment
• Family wealth trusts: Generational trusts focused on beneficiary education and values transmission
• Mission-aligned trusts: Custom structures for specific strategic goals

How this protects you: If one business faces a lawsuit, only that sub-trust’s assets are at risk—not your real estate, not your intellectual property, not your family wealth. If one real estate deal goes bad, the other properties in separate sub-trusts remain untouched. The modular structure creates compartmentalization of risk.

How this enhances control: Each sub-trust has its own governance, terms, and operational protocols—all connected to your Master Trust through unified direction. This allows laser-focused management of each asset class while maintaining coherent overall strategy.

Clawback is when a creditor tries to reverse an asset transfer made before the debt was incurred. If you transfer assets to a trust, then get sued, a creditor might argue the transfer was fraudulent and try to “claw back” those assets.

How we protect against clawback: The timing, structure, and documentation of your trust is critical. We design your trust with specific provisions that demonstrate:

• Legitimate purpose: Clear documentation that the trust was created for valid estate planning, not to defraud creditors
• Adequate consideration: The trust is structured with proper asset valuation and fair-market transfers
• Insolvency language: Explicit provisions confirming you were solvent at the time of transfer (not transferring assets while insolvent)
• Timing documentation: Assets transferred well before any litigation or claims arise (preventing “transfer in anticipation of liability” arguments)
• Family dynamics: If family members are beneficiaries, documentation shows this is a legitimate family arrangement, not fraud

The statutory protection: Most states have “spendthrift” statutes that provide additional creditor protection for irrevocable trusts. Once assets are in the trust, the creditor typically cannot reach them—even if you created the trust years before the debt. The key is the trust is genuinely irrevocable and genuinely separate from you.

Why timing matters: A trust created years before litigation is virtually clawback-proof. A trust created AFTER a lawsuit is filed is extremely vulnerable. This is why proactive trust design is essential. You create the trust when you’re healthy and solvent, not when you’re facing crisis.

Active litigation changes the strategy, but doesn’t prevent you from using a trust. The key is understanding what assets can transfer and what requires resolution first.

The critical distinction:

• Assets with attachments/liens: Any asset that has a judgment, lien, or court attachment CANNOT be transferred into the trust without first resolving that lien. Attempting to transfer an encumbered asset triggers fraud allegations
• Assets acquired AFTER judgment: Any assets you acquire AFTER the judgment is entered should be purchased directly by the trust, not by you personally then conveyed. When the trust acquires property, it’s trust property from day one. When you acquire it first then convey it, this looks like hiding assets from the judgment creditor
• The key strategy: If the trust buys a thing, it’s trust property. If you buy it then convey it, this triggers transfer warnings and clawback vulnerability

How to proceed if you’re in active litigation:

1. Create the trust immediately—but do NOT transfer assets with liens or judgments attached
2. Use the trust going forward for all NEW acquisitions (real estate, business, vehicles, intellectual property, etc.). The trust purchases these directly
3. For existing assets with liens, resolve the liens first: pay them off, negotiate settlements, or complete the judgment process
4. Once liens are cleared, THEN transfer those assets into the trust Res
5. All future acquisitions go directly into the trust, avoiding the “conveyance” trigger

Why this matters: A trust created during litigation is not fraudulent if it’s used correctly going forward. The trust can still compound and build wealth through new acquisitions. What IS fraudulent is transferring encumbered assets or acquiring assets in your name to hide them from creditors. The solution: use the trust as your acquisition vehicle from this point forward, not as a transfer mechanism for existing judgment-attached assets.

The compounding benefit: While you’re resolving the litigation and resolving liens, the trust is already in place, ready to begin compounding. Any new income, new business, new real estate—it all flows directly into the trust, building the Res while the judgment is being addressed.

“Res” is a Latin legal term meaning “thing” or “property.” In trust law, “the trust Res” refers to the total corpus of assets held by the trust—all the property, securities, real estate, business interests, intellectual property, and cash that the trust owns and manages.

Why we use this term: When we talk about “building the trust Res,” we mean growing the total value of all trust assets. When we discuss “conveying assets into the trust Res,” we mean transferring ownership of those assets into the trust’s name.

Practical examples:

• Your trust Res starts at $500K (the assets you’ve transferred)
• Business interests generate $100K profit—that flows into the trust Res
• Real estate appreciates $200K—the trust Res grows to $800K
• You receive an inheritance—it’s conveyed into the trust Res

Why clarity on Res matters: Understanding your total Res helps you understand the true scope of protection, the true tax positioning, and the true scale of wealth you’re compounding. A $500K Res growing at 12% annually becomes $1.4M in seven years. Clarity on Res helps you project generational wealth and make strategic deployment decisions.

Before transferring assets into the trust, existing tax liabilities must be resolved. This is critical because tax liens attach to assets and complicate conveyance into the trust Res.

IRS negotiation process:

• Request a Collections Due Process (CDP) hearing: You have the right to a hearing before the IRS issues a Notice of Federal Tax Lien. This hearing is your chance to negotiate payment plans or settlement
• Propose an Installment Agreement: Rather than paying the full amount immediately, propose a monthly payment plan. The IRS often accepts these, especially for legitimate hardship cases
• Negotiate an Offer in Compromise (OIC): If you have limited ability to pay, the IRS may accept a settlement for less than the full amount owed. This requires proving “reasonable doubt” about liability or showing inability to pay
• Currently Not Collectible (CNC) Status: If you’re experiencing genuine hardship, the IRS may mark the account CNC—temporarily stopping collection while interest and penalties continue accruing. This buys time
• Work with a professional: A CPA or tax attorney experienced in IRS negotiation can dramatically improve the outcome. The IRS deals with professionals seriously

The key leverage point: The IRS is willing to negotiate because collecting on a lien is expensive and time-consuming. If you can demonstrate you’re serious about resolving the debt, you’re often in a stronger negotiating position than you think.

A tax lien is a legal claim by the IRS on your property. If you have unpaid federal taxes, the IRS files a Notice of Federal Tax Lien, which attaches to all your property—both now and in the future.

The problem with tax liens and trust transfer:

• The lien follows the assets: If you transfer assets into the trust while a lien exists, the lien follows those assets. The trust’s Res is now encumbered
• Conveyance complications: Title companies, banks, and other third parties will see the tax lien on the assets. They may refuse to accept the assets as collateral or insist on escrow arrangements
• Limits on trust operations: The IRS can seize trust assets to satisfy the tax debt, compromising the trust’s ability to protect and grow wealth
• Refinancing obstacles: If the trust owns real estate and you want to refinance, the lien creates complications

The solution: Remove the tax lien BEFORE transferring assets into the trust. This requires either:

• Paying the full tax debt in full
• Entering into a negotiated payment plan and requesting lien release (which is possible even with partial payment)
• Obtaining an Offer in Compromise, which releases the lien upon acceptance

Why it’s necessary: A clean transfer into the trust Res means the trust is truly separate from your personal tax issues. The assets are genuinely protected. The trust can operate without IRS interference. This is why pre-transfer tax resolution is essential.

Our comprehensive package includes everything required for seamless operation across seven generations:

• Master Trust Agreement: The core document establishing your trust structure, governance authority, and operational framework
• Pour-Over Will: Backup document ensuring all assets flow into your trust at death
• Medical Directive & Health Care POA: Complete medical decision-making authority
• Certificate of Trust/Abstract: Privacy document for banking and third-party interactions (shows trust existence without revealing terms)
• Governance Protocols: Detailed rules and procedures for how the trust operates, makes decisions, and adapts over time
• Property Conveyance Schedules: Comprehensive inventory of all assets held in trust, organized by type and location
• Trust Minutes & Asset Ledgers: Formal documentation maintaining clarity of operations and continuity across generations
• Beneficiary Mapping & Succession Instructions: Clear lineage and succession pathways for seven generations of impact
• Operational Templates: Everything trustees need to operate with confidence—meeting minutes, distribution authorizations, asset transfers
• Sub-Trust Documentation: Complete setup for each specialized sub-trust with integrated governance

Why comprehensive documentation matters: A trust is only as good as its documentation. Clear, detailed documents eliminate ambiguity, reduce disputes, and ensure smooth operation across decades and generations. Our package is designed so trustees (even inexperienced ones) can operate with complete clarity and authority.

Most trusts focus on wealth transfer. Ours focus on values transfer.

How we encode values: Your trust begins with a formal Values Statement that articulates your core beliefs about wealth, responsibility, purpose, and legacy. This isn’t vague philosophy. It’s specific: “Wealth serves healing,” “We prioritize generational responsibility,” “Our family reinvests in community,” “We support freedom and sovereignty.”

How values guide operations: Every distribution decision, every governance choice, every strategic deployment is evaluated against your stated values. If your value is “education and mastery,” distributions reward family members pursuing serious learning. If your value is “stewardship,” distributions incentivize beneficiaries demonstrating asset stewardship. The trustee’s role is to execute your values, not interpret them.

Seven generations impact: Values-encoded trusts persist across generations because each generation understands not just “what” the trust does, but “why.” Your great-great-great-grandchildren inherit a system aligned with principles their ancestor articulated centuries before. This creates coherence and continuity that pure wealth structures cannot achieve.

The mechanism: Governance Protocols incorporate values checkpoints. Distribution decisions reference the Values Statement. Beneficiary education includes values transmission, not just financial literacy. The trust becomes a values-carrying institution across time.

Irrevocable doesn’t mean inflexible. Many people think “irrevocable” means frozen in place forever. That’s a misunderstanding.

Built-in flexibility mechanisms: We architect your trust with specific flexibility authority that allows trustees to adapt as circumstances change—without requiring you to modify the core document. Examples:

• Decanting authority: Trustees can move assets from one trust to another, updating terms for changed circumstances
• Discretionary distribution provisions: Trustees have flexibility in WHEN and HOW distributions occur, responding to individual circumstances
• Amendment mechanisms: Specific powers allow trustees to modify administrative provisions (like trustee succession, governance procedures) without changing core protections
• Strategic modification authority: Built-in authority to shift assets between sub-trusts, create new structures, and respond to tax law changes

Why this matters: Your life evolves. Businesses fail or succeed unexpectedly. Tax laws change. Family circumstances shift. A well-designed trust anticipates these changes and builds in mechanisms to respond without destabilizing the entire structure.

The balance: Your core protections—asset protection, non-grantor status, privacy—are permanent and secure. But the operational flexibility ensures the trust can adapt to serve your evolving vision across decades.

We never use templates. Every trust is custom-drafted through detailed consultation.

Our design process:

• 01 – In-Depth Consultation: We discuss your assets in detail, your family structure, your goals, your priorities, your values, and your vision for seven generations. This isn’t a brief phone call. This is a thorough discovery process.
• 02 – Bespoke Provisions: Based on your unique situation, we draft specific provisions tailored to YOUR circumstances. If you have international assets, specific provisions address that. If you have a complex family structure, specific governance handles it. If you have a particular business vision, specific sub-trusts support it.
• 03 – Modular Sub-Trust Design: We design the sub-trust structure specifically for your asset classes. Real estate investor? We create specialized real estate trusts. Multiple businesses? Each gets its own trust with governance tailored to that business.
• 04 – Comprehensive Annexes: Beyond the main trust agreement, we create detailed annexes addressing specific provisions, implementation details, special circumstances, and unique strategies specific to your situation.
• 05 – Administrative Protocols: We document detailed procedures and operational guidelines for your specific trustees, addressing their particular responsibilities, decision-making processes, and reporting requirements.
• 06 – Flexibility Mechanisms: We build in fiduciary authority mechanisms tailored to your circumstances—powers your trustees need to adapt the trust as your life evolves.

The result: A custom legal instrument grounded in centuries of trust law doctrine—designed specifically to accomplish YOUR objectives while providing the exact asset protection and control YOUR situation requires.

At Alchemy of Grace, your professional engagement is your philanthropic impact. We don’t ask for donations separate from our services. Instead, we practice what we teach: we use trust architecture as the engine that funds our mission.

How this works: When you engage us for custom trust architecture, the revenue from that engagement directly funds our core mission work: Mama Bear Sanctuary care, restoration outreach, healing practice, and regenerative land stewardship. Your trust work and our conservation work are not separate—they’re integrated expressions of the same principle: alignment with life itself.

The philosophy: We emerged from decades of work in regenerative communities, agroforestry projects, and restoration initiatives. The trust architecture came later—not as a product to sell, but as a tool we built for ourselves and our aligned communities. Now it serves as the funding engine for the work we were always committed to.

Why this matters: Many families want to align their wealth with their values. But they’re unsure how to do it. We show you: build a custom trust with us, ensure your assets fund your actual values across generations, and by doing so, you become part of a larger network of restoration. Your engagement with us helps restore sanctuary animals, support reforestation work, and fund healing practice that honors the land and our connection to it.

Sacred stewardship is the principle that wealth is not yours to extract from, but yours to steward for. You are a custodian, not an owner. Your role is to protect and grow what you’ve been entrusted with, then pass it forward in better condition than you found it.

How this translates to trust design:

• Ancestor honoring: Your trust acknowledges those who came before and what they’ve passed down to you. Your values statement explicitly honors this lineage
• Land and life alignment: If you steward land, your trust includes specific provisions protecting that stewardship across generations. Real estate structures are designed for regeneration, not extraction
• Generational responsibility: Distributions are structured to incentivize stewardship in each beneficiary. Your heirs inherit not just wealth, but responsibility
• Restoration as legacy: Your trust can fund restoration work, sanctuary care, and regenerative agriculture as part of your core mission—not as charity, but as integral to your family’s identity

Why it matters: Most trusts are mechanical: move assets, minimize taxes, protect from creditors. Sacred stewardship trusts are alive: they encode your actual relationship with the land, with your ancestors, with the generations ahead. They position you as a link in a chain of custodians, not an endpoint consumer.

The practical result: Your family doesn’t just inherit money. They inherit a worldview. They inherit responsibility. They inherit connection to something larger than themselves. That’s sacred stewardship.

We are not a business in the conventional sense. We are a faith-based private ministry organized using the same modular hybrid trust frameworks we offer to our clients. We practice what we teach.

What this means: Our own institutional structure is designed using the exact trust architecture we’ve built for you. This means our organization itself is protected, governed, and designed for durability across generations. It’s not a commercial model with quarterly profit targets and shareholder returns. It’s a calling with sustainable funding.

How we operate: Trust architecture is the practice that funds our mission. Our mission is sanctuary care, restoration work, and healing practice that honors the land and our connection to it. These are not separate. The practice generates the revenue. The revenue funds the mission. The mission attracts people who want to engage with the practice.

Sacred standing: Our structure as a faith-based entity means our work carries sacred standing. We operate from principles of covenant, long-term thinking, and genuine stewardship. When you engage with us, you’re working with people who have staked their own lives and fortunes on these principles. We don’t ask you to trust us in the abstract. Our own institutional design demonstrates our commitment.

The measure of success: We measure success simply: you understand your trust completely. You know what happens to your assets. You’re confident your values transfer with intention across generations. And because your engagement funds our work, the forest sleeps better too.

Federal estate tax at death: Assets die with you in your personal name. Your taxable estate is $10M. Federal estate tax is 40% on amounts above the $7M exemption (as of 2025). That’s $1.2M in federal taxes owed immediately. Your heirs get $8.8M instead of $10M.

Probate costs and delays: Your assets go through the court system (probate). Lawyers, court fees, executor fees = 3-7% of the estate. For a $10M estate, that’s $300-700K. The process takes 6-18 months. Your family is waiting, can’t access funds quickly.

Creditor exposure: Your assets are in your personal name. If you’re sued, creditors can pursue your assets. No legal separation or protection.

Capital access limitations: You need capital for business or investment. Your options: sell assets (capital gains tax), take a loan (credit checks, bank approval), or withdraw from retirement accounts (10% penalties). All are costly and slow.

The total cost: A $10M estate without a trust could cost $1.2M in federal estate tax, $500K in probate, and years of lost opportunity because capital access is slow and costly. A properly designed trust eliminates all of this. The $8,888.88 investment pays for itself hundreds of times over.

You’re ready if:

• You have $50K+ in assets you want to protect and grow
• You’re thinking about generational wealth (beyond just yourself)
• You want your wealth to align with your actual values
• You’re willing to give up direct personal control for institutional protection
• AND: You can commit 5-10 hours to the initial setup process

You might not be ready if: You need to access your money whenever you want (irrevocable trusts require planning), or you’re unwilling to let go of complete control.

The honest assessment: This is for people serious about building institutional wealth and willing to sacrifice some immediate control for real protection and generational compounding. It’s not for everyone. We’re honest about that.

$8,888.88 is a one-time investment for complete trust architecture:

• Master non-grantor irrevocable trust (hybrid structure designed to fail the control test)
• 508c1a FBO integration (faith-based organization exemption framework)
• Trust Protector charter and governance framework
• 10-20 coordinated documents (Dynasty Trusts, Spendthrift provisions, Powers of Attorney, Life Insurance Trust Schedule, etc.)
• Board of Trustees structure documentation
• Life insurance integration and collateral assignment strategy
• Reverse endowment sustainability model
• Master Trust Note framework for capital access
• Trustee guide and governance protocols
• Values statement and mission alignment framework
• INCLUDED: Lifetime Administrative Support – Professional guidance, document updates, emergency consultations, and operational advice throughout your lifetime

What you own: The complete trust architecture. Forever. No ongoing fees for the core structure. One investment, lifetime ownership and support.

Optional services beyond core offering:

• Trust Protector Services: Professional Trust Protector oversight and governance management
• Trustee Services: Professional trustee administration and asset management
• Board of Trustees Services: Professional board facilitation and governance oversight

What this replaces: Years of work with multiple attorneys ($50K+), ongoing trust management fees (2-3% annually on $10M+ = $200K-300K+), and fragmented solutions that don’t talk to each other. You get a complete, integrated system for one investment, plus lifetime support at no additional cost.

Schedule a consultation. This is a real conversation, not a sales pitch. We’ll clarify:

• Your situation (assets, family, goals, timeline)
• Whether this architecture is right for you
• What the actual process looks like
• AND give you honest feedback on whether you’re ready

What happens after: If it’s a fit, we build your trust. You own it for life. If it’s not a fit, we’ll tell you straight and suggest alternatives.

No pressure. This is about determining whether we’re a good match. Both directions matter.