Begin Complete Structure.
Formed and Delivered for You.
Your entire private structure formed at once: the private trust, the trust-owned entity, and the nonprofit foundation. One reservation, everything delivered together.
Your framework includes
Private Trust Estate
Your irrevocable private root, formed and delivered.
Trust-Owned Entity
The operating entity owned by your trust.
Nonprofit Charter
Your nonprofit foundation, chartered and documented.
Executor Orientation
Your authority and the day-to-day of operating the estate.
Tax Optimization Setup
Positioning aligned across all three layers.
Complete formation
$997
One reservation. Everything formed, delivered, and taught.
What happens next
Reserve
Confirm your details and complete the reservation on the next screen.
Formation begins
Your member portal opens immediately. Your formed documents are prepared and delivered inside it.
Orientation
Your welcome track starts the same day, walking you through everything you now hold.
Reserve your formation.
Your details create your member record. The next screen completes the reservation.
Not sure this is your starting framework? Book a free consultation and we will map it with you first.
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