$999.00 USD

SERVICE AGREEMENT

Asset Transfers & Title Management

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 Asset Transfers & Title Management service, hereinafter referred to as “Client.”

1. Scope of Services

Service Provider agrees to provide the following services as part of the Asset Transfers & Title Management session:

  • Comprehensive review of major assets intended for transfer into the trust, including real estate, business interests, and financial accounts.
  • Guidance on deed preparation and filing to legally transfer real estate into the trust.
  • Instructions for business ownership interest transfers, including LLC membership assignments, stock transfers, or partnership interest changes.
  • Title management strategies to ensure all transfers are legally recognized, enforceable, and compliant with trust provisions.
  • Review of existing contracts and agreements related to asset ownership that may impact the transfer process.
  • Coordination with title companies, attorneys, and financial institutions for smooth and compliant transfers.
  • Tax and legal compliance considerations, including guidance on avoiding reassessment under property tax laws, maintaining asset protection, and ensuring alignment with estate planning goals.
  • One 30-minute consultation session via [platform name, e.g., Zoom, Kajabi, etc.] to discuss transfer logistics and provide necessary recommendations.

This service applies per major asset, meaning each separate property, business entity, or high-value financial asset will require a separate consultation and service fee.

This service does not include the execution or filing of documents, legal representation, or tax advisory services. Clients are advised to consult a licensed attorney, title company, or tax professional to complete the formal execution of asset transfers.

2. Fees and Payment

Client agrees to pay the full service fee of $1,000 per major asset 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 the major assets being transferred.
  • Attend the scheduled session at the agreed-upon time and actively participate in the discussion.
  • Understand that this service provides strategic guidance only and does not constitute legal, tax, or financial advice.
  • Retain a licensed attorney or financial professional to complete the execution and filing of asset transfers.

Before the session, the Client must provide:

  • A copy of the existing trust document to verify ownership structure.
  • Deeds or title documents for real estate assets.
  • Business formation documents and ownership records (Operating Agreements, Shareholder Agreements, etc.) if transferring business interests.
  • Financial account details if transferring investment or bank accounts into the trust.
  • Any existing liens, mortgages, or encumbrances that may affect asset transfers.
  • A list of concerns or specific goals for the asset transfers.

Failure to provide these documents at least 24 hours before the session may result in a limited consultation or rescheduling at the discretion of the Service Provider.

4. Rescheduling and Cancellation Policy

  • Rescheduling requests must be made at least 24 hours in advance of the scheduled consultation.
  • 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

Frontier Capital Trust is not a law firm, CPA firm, or financial advisory firm. This consultation provides strategic insights into asset transfers and title management but does not constitute formal legal, tax, or financial advice.

Client acknowledges that all recommendations are for informational purposes only, and it is their responsibility to consult with a licensed attorney, tax professional, or title company before implementing any suggested changes.

6. Confidentiality

Both parties agree to maintain the confidentiality of any proprietary, personal, or sensitive information shared during the consultation. However, 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 consultation. 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 consultation, 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.

Asset Transfers and Title Management

Asset Transfers & Title Management 

Properly transferring assets into your trust is essential for legal protection, tax efficiency, and ensuring your estate plan functions as intended. This 30-minute consultation is designed to review your assets, identify any transfer complexities, and provide clear guidance on deed preparation, title management, and ownership structuring. Our goal is to ensure all real estate, business interests, and financial assets are correctly transferred and legally secured under your trust while maintaining full compliance with trust law, tax regulations, and estate planning best practices.

What’s Covered in the Session:

  • Comprehensive review of the assets being transferred (real estate, business ownership, financial accounts, intellectual property, and other holdings).
  • Deed preparation and filing guidance to legally transfer real estate into the trust, ensuring proper title documentation.
  • Instructions on business ownership interest transfers, including LLC membership assignments, stock transfers, or partnership interest changes to maintain trust-controlled governance.
  • Title management strategies to ensure all asset transfers are legally recognized, enforceable, and do not trigger unintended tax consequences.
  • Review of existing contracts and agreements related to asset ownership, including lease agreements, shareholder agreements, and financing obligations that may impact the transfer process.
  • Coordination with title companies, attorneys, financial institutions, and registered agents to facilitate seamless and legally compliant transfers.
  • Ensuring all transfers align with trust provisions to avoid conflicts with trust administration rules and ensure beneficiaries receive assets as intended.
  • Tax and legal compliance considerations, including avoiding reassessment under property tax laws, maintaining step-up in basis where applicable, and ensuring asset protection strategies remain intact.

What You Need to Provide Before the Session:

To facilitate a smooth and legally compliant transfer process, please provide:

  • A copy of your existing trust document to verify the correct ownership structure and trustee powers.
  • Deeds or title documents for all real estate assets being transferred.
  • Business formation documents (Articles of Organization, Operating Agreements, Shareholder Agreements, Partnership Agreements) if transferring business interests.
  • Financial account details (bank or investment accounts) if retitling accounts into the trust.
  • Existing liens, mortgages, or encumbrances that may impact the transferability of assets.
  • Any estate planning concerns or transfer restrictions that need to be considered before moving assets into the trust.

Why This Session Matters

Asset transfers into a trust must be executed correctly to ensure they are legally recognized, protected from personal liability, and properly structured for tax benefits. Improper or incomplete transfers can lead to legal disputes, tax penalties, or even loss of asset protection. This consultation will give you the knowledge and steps necessary to complete transfers efficiently and with full legal confidence.

Book your session today to ensure your assets are properly secured under your trust.