We specialize in assisting UHNW individuals and families with the creation and administration of private, non-statutory irrevocable trusts. Our services include:

• Customizable trust templates: Designed to cater to unique client needs.
• Educational resources: Webinars, courses, and guides to empower clients with knowledge about trust structures.
• Administrative support: Assistance with record-keeping, compliance, and asset management.
• Tailored customization: Since private trusts are contracts, we help create bespoke provisions to reflect the specific goals of the parties involved.
• Expert consulting: With over 7 years of experience working alongside attorneys and CPAs, we bring a depth of understanding to ensure trust structures are compliant and effective.

We prioritize privacy, functionality, and flexibility to help clients achieve their trust administration goals.

No, we are not attorneys. We are bespoke trust consultants and paralegals with extensive experience collaborating with trust attorneys and CPAs. Our role is to empower clients by offering tools, resources, and administrative support for creating and managing private trusts.

Our work is grounded in the legal foundations of private contracting and trust law. We ensure our services avoid the unauthorized practice of law (UPL) by:

• Providing educational resources and templates.
• Facilitating self-executed trust agreements.
• Offering administrative support for trust compliance and management.

Legal Foundations:

• Right to Contract:
  • U.S. Constitution, Article I, Section 10 (U.S. Const. art. I, § 10): Protects the right of individuals to enter into private contracts, including trusts.
• Third Restatement of Trusts:
  • Recognizes that trusts are contractual in nature and that non-attorneys can facilitate their creation without engaging in UPL as long as they do not provide legal advice or draft documents on behalf of others.
• Restatement (Second) of Contracts:
  • Outlines the enforceability of agreements like private trusts, as long as they adhere to established principles of contract law.
• Case Law:
  • Sperry v. Florida, 373 U.S. 379 (1963): Non-attorneys may provide services related to legal processes (e.g., trust preparation) if they avoid direct legal representation or advice.
  • Gregory v. Helvering, 293 U.S. 465 (1935): Validates the legitimacy of private arrangements when they serve a lawful and genuine purpose.
  • Commissioner v. Culbertson, 337 U.S. 733 (1949): Confirms that private agreements, including trusts, are enforceable if there is intent to create them.

Our pricing is performance-based, our modeling is AI-driven, and our architecture is fully customized. Unlike banks, CPAs, or law firms, we align incentives by linking fees to verified tax savings—delivering transparency, long-term strategy, and measurable value.

Yes, absolutely. Private trusts are inherently contractual, allowing for:

• Specific provisions for asset management and protection.
• Charitable purposes (e.g., 508(c)(1)(A) trusts).
• Custom conditions for distributions to beneficiaries.
• Tax-efficient structures aligned with IRC §§ 671-683 (trust taxation).

Using our extensive experience, we assist clients in crafting trusts that reflect their unique goals while ensuring compliance with established legal principles.

A trust is a contract because:

1. It involves a mutual agreement between the grantor, trustee, and beneficiaries.
2. It establishes enforceable obligations, such as fiduciary duties for trustees.
3. It reflects the intent and terms of the parties involved.

The Third Restatement of Trusts and the Restatement (Second) of Contracts affirm this dual contractual and fiduciary nature of trusts, allowing for private agreements that do not require statutory oversight.

Because traditional advisors charge for time—not outcomes. We engineer structures that reduce risk, optimize taxes, and evolve with your wealth. Our approach is proactive, forensic-grade, and built around your legacy—not generic templates or billable hours.

While we do not provide tax advice, our services include tools for tracking income, expenses, and trust-related activities to help clients remain compliant. For tax filings, we recommend consulting with one of our partnered CPAs.