$3,499.00 USD

SERVICE AGREEMENT

Advanced Trust Structuring & Asset Protection Session

This Service Agreement (“Agreement”) is made and entered into as of the date of purchase by and between:

  • Service Provider: Frontier Capital Trust, a private trust services firm, hereinafter referred to as “Service Provider.”
  • Client: The individual or entity purchasing the session, hereinafter referred to as “Client.”

1. Scope of Services

Service Provider agrees to provide the following services as part of the Advanced Trust Structuring & Asset Protection Session:

  • Review and strategic structuring of trust provisions for asset protection, privacy, and tax efficiency.
  • Guidance on integrating LLCs or business entities within a trust framework for enhanced legal insulation.
  • Legal strategies to separate personal and trust-owned assets to minimize liability risks.
  • Risk assessment and long-term strategic planning to safeguard assets from lawsuits and creditors.
  • Estate visualization and asset mapping to provide a clear, structured breakdown of trust-owned assets and business holdings.
  • One-hour consultation session via [platform name, e.g., Zoom, Kajabi, etc.] with tailored recommendations.

2. Fees and Payment

Client agrees to pay the full session fee of $3,499 at the time of booking. Payment is non-refundable except as outlined in the Cancellation Policy below.

3. Client Responsibilities

Client acknowledges and agrees to:

  • Provide accurate and complete information regarding their trust and asset structure.
  • Attend the scheduled session at the agreed-upon time.
  • Understand that this session is for educational and strategic purposes only and does not constitute legal, tax, or financial advice.
  • Recognize that Frontier Capital Trust does not provide legal or tax advisory services but offers strategic consulting within its scope.

4. Rescheduling and Cancellation Policy

  • Rescheduling requests must be made at least 24 hours in advance of the scheduled session.
  • Cancellations made more than 48 hours before the session may be eligible for a partial refund, at the sole discretion of Frontier Capital Trust.
  • Cancellations made less than 48 hours before the session are non-refundable.

5. No Legal, Tax, or Financial Advice

Service Provider is not a law firm, CPA firm, or financial advisory firm. The session provides general trust structuring strategies and educational insights.
Client acknowledges that all recommendations are provided for informational purposes, and it is their responsibility to seek independent legal or tax counsel before implementing any strategies discussed.

6. Confidentiality

Both parties agree to maintain the confidentiality of any proprietary, personal, or sensitive information shared during the session. However, Client understands that no attorney-client privilege is established through this session.

7. Limitation of Liability

Frontier Capital Trust shall not be held liable for any decisions, financial outcomes, or legal actions taken by the Client based on the information provided in this session. The Client assumes full responsibility for implementing any strategies discussed.

8. Governing Law

This Agreement shall be governed and interpreted under the laws of the State of [Insert State]. Any disputes arising from this Agreement shall first be attempted to be resolved through mediation before legal action is pursued.

9. Acknowledgment and Agreement

By purchasing this session, the Client acknowledges that they have read, understood, and agree to the terms of this Agreement.

Service Provider: Frontier Capital Trust
Client: [Client’s Name]
Date: [Date of Purchase]

This Agreement is legally binding upon acceptance and payment.

Advanced Trust Structuring and Asset Protection

Advanced Trust Structuring & Asset Protection – Secure Your Estate Today

Take control of your estate with advanced trust structuring and asset protection strategies designed to safeguard your wealth from lawsuits, creditors, and unnecessary tax liabilities. This exclusive 1-hour session will provide you with the essential tools and strategies needed to fortify your trust, ensuring long-term security and financial stability.

What You’ll Gain

  • Comprehensive Trust Structuring Strategy – Learn how to optimize your trust provisions for enhanced privacy, legal protection, and tax efficiency.
  • Business & LLC Integration – Discover how to structure LLCs and business entities under your trust to maximize asset protection and operational flexibility.
  • Legal Protection Against Liabilities – Ensure your assets are properly insulated, minimizing personal liability exposure.
  • Risk Assessment & Strategic Planning – Identify potential vulnerabilities and implement proactive measures to secure your estate.
  • Estate Visualization & Asset Mapping – Receive a detailed visual representation of your trust and asset structure, including business holdings, real estate, and financial accounts, giving you a clear roadmap for future planning and administration.

This session is designed for trustees, business owners, and individuals looking to enhance their estate protection strategies with a structured, legally sound approach.

Take the next step in securing your financial future. Enroll now and gain the clarity and protection your trust deserves.