Move From Financial Vulnerability to Multi-Generational Sovereignty
Your wealth should work for your mission—not against it. Your legacy should reflect your values—not default to the system. Your family should inherit both resources AND the principles to steward them wisely.
This is what sacred planning looks like in action.
Why Alchemy of Grace
Most estate planning protects assets. We protect your sovereignty—and encode the architecture that lets you operate simultaneously in private and public contexts with complete legal optionality.
How We Build Differently
Your trust isn’t just a legal document—it’s an integrated financial system with proprietary clauses that conventional estate planning can’t touch. Here’s what’s embedded:
- Automatic Migration Clauses Leverage the full face value and death benefits of properly structured whole life policies to fund your trust with no personal guarantee requirements. Your insurance becomes the trust’s liquidity engine.
- Religious & Agricultural Exemptions Encode your faith-based structure and land stewardship into legally recognized exemptions that protect against taxation and creditor claims most attorneys don’t even know exist.
- Private Contracting Authority Your trustee gains the legal capacity to create binding private contracts, operate across jurisdictions, and make autonomous decisions—all bound to your documented values and principles.
- Dual-Jurisdiction Architecture Your trust functions simultaneously in private (faith-based) and public (secular) contexts. It can operate as a sacred entity protecting spiritual work, or as a secular legal instrument conducting commerce—or both at once.
- Insurance as Proxy for Net Worth Rather than traditional asset declarations, properly structured insurance instruments position your trust’s value in a light most advantageous for protection, growth, and generational transfer.
This level of sophistication requires more than legal knowledge. Our lead trust drafter brings expertise in: technical legal writing, non-Aristotelean fuzzy logic, general semantics, mathematics, computer science, programming, canon law, ecclesiastical law, common law, and Uniform Trust Code.
Sacred Planning as Strategic Practice
The real transformation happens through three fundamental shifts:
From Vulnerability to Control
You move from anxiety about financial loss and unprotected assets to complete clarity and command over your legacy.
From Fragmented to Integrated
Your wealth stops working in isolation and starts working strategically across a unified system.
From Generic Solutions to Custom Architecture
Your trust is designed for YOUR specific situation, objectives, family structure, and values.
This is the real work. Everything else is just paperwork.
Legacy Architecture Built for the Long View
This isn’t estate planning for this generation. It’s wealth stewardship encoded for seven generations and beyond.
Your trust includes:
- Generational Instruction Architecture: Each generation receives not just resources, but documented principles on how to steward, grow, and pass on the legacy with integrity.
- Adaptive Sovereignty Clauses: Built-in flexibility so your trustee can respond to changing circumstances while staying bound to your core values.
- Perpetual Trust Provisions: Your trust can outlive you indefinitely, compounding wealth and impact across centuries if you choose.
- Values Codification: Your family’s Code is crystallized in the trust itself—how you make decisions, how you serve community, how you steward resources.
How We’ve Served Visionary Leaders
Real stories from entrepreneurs, families, and changemakers who transformed their relationship with wealth and legacy.
“I didn’t build wealth for myself—I built it to serve…”
“I didn’t build wealth for myself—I built it to serve. Our shelter houses 40 families, and our land trust preserves affordable housing for generations. But I needed protection from liabilities and a structure that outlasts me. Alchemy of Grace understood immediately: this isn’t about getting rich—it’s about protecting sacred work. The trust ensures our mission continues for 100+ years, even after I’m gone!”
“I was drowning in taxes and stuck on the corporate hamster wheel…”
“I was drowning in taxes and stuck on the corporate hamster wheel—working harder but never truly owning my freedom. Traditional estate planning felt like more boxes to check. When I found Alchemy of Grace something resonated deeply. This wasn’t just asset protection—it was alignment with who I actually am. The Trust gave me a framework to break out of the system entirely.”
“My wife and I built significant wealth, but we were terrified…”
“My wife and I built significant wealth, but we were terrified our children would inherit money without the principles we lived by. We wanted generations of our family to benefit—not just financially but spiritually. Yosi helped us codify our family’s Code. Our grandchildren will know exactly what we stood for!”
“I built a successful chiropractic practice, but I knew there was more…”
“I built a successful chiropractic practice, but I knew there was more. I wanted to invest in land, create healing retreats, maybe even launch a product line—but I was stuck in the W-2 mindset even though I owned my business. After that first consult with Alchemy of Grace, things just clicked. This gave me the structure to think seven generations ahead. Now I’m not just a business owner, I am a wealth steward!”
Your Investment in Transformation
4–5 Weeks
Completion Timeline
7+ Generations
Designed for Legacy Impact
40+ Pages
Core Document with 10-20 Annexes
This is a symbolic and complete investment: You receive a fully customized Master Trust and comprehensive Estate Plan—everything required for seamless operation, protection, and succession. This isn’t templated or scaled pricing.
Your Next Step
Choose the path that fits where you are right now.
Ready to Design Your Trust
You’ve seen what’s possible. Now it’s time to explore if a custom private trust is right for your situation.
(See if we’re a good fit for your situation)
Still Learning & Exploring
Join our webring and email community for free educational materials, workshops, and updates on wealth sovereignty and legacy planning.
(Free resources + exclusive insights)
What’s Included in Your Master Trust & Estate Plan
A complete, custom-drafted legal instrument designed for your specific situation and seven generations of impact.
Your Master Trust Core
Your originating entity—irrevocable and privately held. This is the command center of your financial world.
- Multi-layered asset protection from creditors and claims
- Private control without state registration or oversight
- Integrated financial strategies for wealth growth and tax efficiency
- Authority to operate in both private contexts and public commerce
- Complete autonomy over terms and conditions
Modular Sub-Trust System
Specialized trusts branching from your master trust, each designed for specific purposes and asset classes.
- Philanthropic trusts
- Intellectual property trusts
- Real estate trusts
- Family wealth trusts
- Business venture trusts
- Specialized asset trusts
- Mission-aligned trusts
- Custom structures
Each sub-trust has its own mission, protection strategy, and governance while remaining connected to your core structure.
Comprehensive Document Package
Everything required for seamless operation and succession:
- Master Trust Agreement – Core document establishing your trust structure, governance, and authority
- Pour-Over Will – Backup document ensuring all assets flow into your trust
- Medical Directive – Medical Directive POA and Health Care Proxy
- Certificate of Trust/Abstract – Privacy document for banking and third-party interactions
- Governance Protocols – Rules and procedures for how the trust operates
- Property Conveyance Schedules – Comprehensive inventory of all assets held in trust
- Trust Minutes & Asset Ledgers – Documentation maintaining clarity and continuity
- Beneficiary Mapping & Succession Instructions – Clear lineage for multiple generations
- Operational Templates – Everything trustees need to operate with confidence and authority
Trustee Authority & Private Contracting
Your trustee is endowed with authority to:
- Create Lawful Private Contracts
- Operate Without Interference
- Manage Across Jurisdictions
- Make Binding Decisions
- Internal Dispute Resolution
This endowment of trustee authority transforms your trustee from a passive asset holder into an active economic agent.
How We Create Your Trust
Each trust is custom-drafted through detailed consultation—never templated, never transactional.
In-Depth Consultation
Detailed discussion about your assets, goals, family structure, and priorities
Bespoke Provisions
Tailored provisions customized to your specific circumstances and objectives
Modular Sub-Trust Design
Addressing your particular asset classes and strategies
Comprehensive Annexes
Addressing specific provisions and implementation details
Administrative Protocols
Detailed procedures and operational guidelines for trustee execution
Flexibility Mechanisms
Fiduciary authority mechanisms with built-in flexibility for changing circumstances
The result is a custom legal instrument grounded in centuries of trust law doctrine—designed to accomplish your specific objectives while providing the asset protection and control you need.
Your Legacy. Your Sovereignty. Your Time.
You’ve seen what’s possible when trust architecture is designed with intent, equity, and vision. Now it’s time to claim your autonomy, protect your wealth, and codify your values for generations.
Don’t leave your future to generic templates or outside control—design the structure that serves YOU.