100% Customized Private Irrevocable Living Trust Declaration

Schedule of Assets

Power of Attorney

Certification of Trust 

Advanced Health Care Directive

Property Deed Transfer Document

Spendthrift Clause 

Lifetime Use Provision

 20+ Trust Administration and Compliance Documents

Asset Protection

Nominate child and/or pet guardians

Decide who will handle your affairs

Leave specific gifts (money, possessions, property, etc.)

Determine how your assets will be distributed

Exclude individuals from receiving your property

Specify your final arrangements

Note any special requests 

Add conditions to asset distributions

Avoid probate court

+ Advanced Asset Protection

+ Manage financial affairs if incapacitated

+ Protect assets from creditors and reckless spending

+ Provides for disabled beneficiaries without affecting benefits

+ Ensures smooth transfer of family business.

+ Allows updating trust terms for flexibility

+ Minimize taxes on transfers to grandchildren

+ Expert Consulting:

- 3 Hours of Expert 1-on-1 Recorded Consultations

- 24/7 Support: Around-the-clock email support.

Annual Review Reminder: Notification for annual trust review.

Access to The Private Trust Learning Center: 

Our Frontier Trust Solutions Course has 20 modules and hundreds of hours of recorded Q&A's designed to teach you how to create and use your trust on a self-study basis.

Our comprehensive Trust Structure and Compliance Manuals set the standard for trustee education and ongoing administration.

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Who Is the Premium Trust Plan For?

The Premium Trust Plan is designed for high-net-worth individuals, families, and business owners, complex financial structures, and international holdings. This plan provides advanced asset protection, tax efficiency, and long-term wealth management solutions to safeguard your legacy across generations and jurisdictions.

If you require a sophisticated trust structure that ensures maximum financial security, seamless business continuity, and international estate planning, this trust plan is the right fit for you.

Who Benefits from the Premium Trust Plan?

Designed for those with substantial assets, including real estate, investments, business interests, and other high-value holdings, this plan ensures maximum asset protection and tax efficiency while avoiding probate.

Business Owners with Complex Structures & International Operations
If you own multiple LLCs, corporations, partnerships, or international business entities, this trust provides the legal framework to manage your assets, reduce tax liabilities, and facilitate seamless succession planning.

Real Estate Investors with Multiple Properties
Whether you own rental properties, commercial real estate, or an international property portfolio, this trust plan helps secure ownership, protect against lawsuits, and provide structured asset management.

Global Entrepreneurs & International Asset Holders
For those with foreign assets, bank accounts, or business interests abroad, this plan offers compliance strategies, jurisdictional asset protection, and cross-border estate planning to protect wealth in multiple countries.

Advanced Asset Protection Against Creditors & Lawsuits
With enhanced Spendthrift Provisions and legal safeguards, this trust shields your wealth from creditors, lawsuits, divorces, and financial disputes, ensuring long-term security for your beneficiaries.

Comprehensive Incapacity & Wealth Management Planning
Should you become incapacitated, this trust allows your designated trustees to seamlessly manage your financial affairs, businesses, and investments, eliminating the need for court intervention or guardianship proceedings.

Tailored Succession & Generational Wealth Transfer
This plan provides customized succession strategies to preserve and transfer wealth efficiently, including:
✔️ Minimizing estate taxes on inheritance
✔️ Deferring capital gains taxes on asset transfers
✔️ Utilizing multi-generational wealth planning tools to ensure your assets remain within your family legacy.

Charitable Giving & Tax-Advantaged Philanthropy
For individuals interested in philanthropy and faith-based giving, this plan enables structured charitable contributions through private foundations, donor-advised funds, and tax-exempt trusts to support your values while optimizing tax benefits.

International Tax & Compliance Strategies
For those operating across borders, this trust mitigates tax risks, ensures international compliance, and optimizes tax efficiency while managing offshore assets and financial accounts.

Flexible & Customizable Trust Terms
Unlike standard trusts, this plan allows continuous updates and modifications to adapt to:
✔️ New financial regulations and tax laws
✔️ Changes in family dynamics (marriages, divorces, births, etc.)
✔️ Expanding business interests

The Premium Trust Plan is a powerful estate planning solution for those with significant wealth, business complexity, and international assets. It provides unmatched protection, flexibility, and legacy preservation, making it the best choice for high-net-worth individuals who want to secure their financial future for generations to come.

Who Is the Executive Trust Plan For?

The Executive Trust Plan is the pinnacle of estate planning and asset protection, designed for high-net-worth individuals, ultra-wealthy families, business moguls, and institutional investors. This is our most comprehensive and strategic trust package, offering a fully customized, multi-layered trust structure that safeguards assets across generations while ensuring legal, financial, and tax optimization at the highest level.

If you are looking for a fully integrated trust and estate strategy, tailored to your complex financial landscape with elite asset protection, advanced tax mitigation, business succession planning, and legacy preservation, this is the ultimate solution.

Who Benefits from the Executive Trust Plan?

✅ High-Net-Worth Individuals & Families 
This plan is ideal for individuals and families managing vast financial portfolios, real estate holdings, private equity investments, and valuable assets that require a bulletproof wealth preservation structure with customized protections.

Multi-Business Owners, Corporate Executives & Serial Entrepreneurs
If you own multiple businesses, corporations, franchises, or investment ventures, this plan ensures a seamless succession strategy, liability protection, and legal separation of personal and business assets to protect against legal exposure and tax inefficiencies.

Private Family Office & Dynasty Trust Creation
The Executive Trust Plan can establish a multi-generational wealth structure that enables your family to maintain control over assets in perpetuity, preventing dissipation and ensuring wealth remains within the bloodline. This includes:
✔️ Family Trusts & Legacy Planning
✔️ Holding Companies & Asset Consolidation
✔️ Wealth Transfer Without Estate Tax Liabilities
✔️ Asset Protection Across Multiple Jurisdictions

Sophisticated Real Estate Investors & Private Equity Holders
For those with high-value real estate portfolios, commercial properties, and international real estate investments, this trust protects assets from creditors, lawsuits, and excessive taxation while allowing for structured ownership and wealth transfer.

Global Entrepreneurs & International Investors
If you have offshore accounts, foreign investments, international business entities, or global holdings, this trust provides compliance strategies, tax-efficient structuring, and jurisdictional asset protection, ensuring optimal security across borders.

Ultimate Asset Protection from Creditors & Legal Threats
This plan includes the strongest legal barriers available to shield your wealth from lawsuits, financial predators, divorces, government overreach, and liability claims while maintaining full legal compliance.

Strategic Business Succession & Leadership Transition
For CEOs, business owners, and family enterprises, this plan creates a comprehensive leadership succession plan, ensuring:
✔️ Business Continuity Without Legal Disputes
✔️ Ownership Transfers with Zero Disruption
✔️ Reduced Capital Gains & Estate Taxes on Business Transfers

Comprehensive Tax Planning & Wealth Optimization
This trust leverages advanced tax strategies to eliminate unnecessary tax burdens, reduce capital gains, and protect against estate taxes. Key strategies include:
✔️ Generation-Skipping Tax Strategies (GST)
✔️ Advanced Charitable Trust Structuring
✔️ Minimization of Gift & Estate Taxes
✔️ Utilization of Trust-Owned Insurance & Investment Portfolios

Total Financial Control & Long-Term Adaptability
Unlike standard trusts, the Executive Trust Plan provides:
✔️ Regular Trust Optimization Reviews (to ensure maximum efficiency as laws and assets evolve)
✔️ Customized Trustee & Beneficiary Governance Structure
✔️ Advanced Spendthrift, Dynasty, and Charitable Provisions

Multi-Tiered, Bulletproof Legal Structure
This trust is designed using a layered trust strategy that may include:
✔️ Master & Sub-Trusts for Advanced Wealth Segmentation
✔️ Irrevocable Asset Protection Trusts
✔️ Hybrid Trust & LLC Structuring for Tax Efficiency
✔️ Custom Offshore & Domestic Trust Combinations for International Assets

What Makes This the Ultimate Trust Plan?

🔹 A Fully Custom-Designed Wealth Structure Tailored to Your Needs
🔹 The Highest Level of Asset Protection & Legal Security
🔹 The Most Comprehensive Tax Efficiency Strategy
🔹 The Strongest Multi-Jurisdictional & International Protections
🔹 A Strategic Roadmap for Generational Wealth & Business Continuity

This isn’t just a trust—it’s a full-scale financial fortress designed to ensure maximum wealth preservation, legal protection, and tax advantages for you and your heirs.