Living Trust Setup Service

Reclaim Control of Your Estate Through Proper Trust Planning

Take control of how your assets are managed, protected, and passed to your family through a professionally structured Revocable Living Trust.

Our Living Trust Setup Service helps individuals and families establish a legally recognized trust structure designed to:

• organize ownership of assets

• avoid probate when possible

• maintain privacy in estate administration

• provide clear fiduciary management

This service is designed for individuals who want education and assistance implementing a lawful estate planning structure.

What Is a Revocable Living Trust?

A revocable living trust is a legal arrangement where:

• a Grantor creates the trust

• a Trustee manages the trust assets

• Beneficiaries receive the benefit of those assets

Because the trust is revocable, the grantor typically maintains control during their lifetime.

Revocable living trusts are widely used in estate planning because they may help:

• avoid probate court in many cases

• maintain privacy of asset transfers

• provide continuity if the grantor becomes incapacitated

(Note: Revocable trusts generally do not provide asset protection from creditors during the grantor’s lifetime.)

What Our Trust Setup Includes:

Revocable Living Trust Document Package

A structured trust agreement that includes:

• trust declaration

• trustee powers and duties

• successor trustee provisions

• beneficiary designation structure

• asset schedule templates

Certificate of Trust

A Certificate of Trust (also called a Certification of Trust) is included.

This document allows trustees to prove the existence of the trust without disclosing the full trust agreement, which is commonly used when working with:

• banks

• financial institutions

• real estate transactions

(Recognized under most state trust statutes and the Uniform Trust Code.)

EIN Guidance for Trust Administration

Step-by-step guidance explaining when a trust may need an Employer Identification Number (EIN).

Examples include:

• irrevocable trusts

• trusts with separate tax reporting requirements

• certain estate-administration scenarios

Most revocable living trusts do not require an EIN while the grantor is alive, because the trust is typically treated as a grantor trust under IRS rules.

Reference:

Internal Revenue Code §671-679 (Grantor Trust Rules)

Estate Planning Education Materials

Educational guidance covering:

• transferring assets into a trust (trust funding)

• trustee responsibilities and fiduciary duties

• estate planning basics

• probate vs trust administration

Optional Services

Additional services may include:

• trust funding guidance (retitling assets)

• real estate transfer guidance

• trust administration education

• estate planning consultations

What This Service Is NOT

For transparency and legal compliance:

This service does not claim to:

• remove individuals from government jurisdiction

• eliminate tax obligations

• change citizenship status

• access “hidden accounts” or treasury funds

Those claims are associated with known fraudulent tax schemes and have resulted in criminal prosecutions.

This service focuses solely on lawful estate planning education and document preparation assistance.

Begin Your Trust Planning

Our process includes:

1️⃣ consultation

2️⃣ trust document preparation

3️⃣ implementation guidance

4️⃣ trust administration education

Typical completion timeline: 2–4 weeks depending on complexity

Pricing

Consultation + Trust Document Package

Trust Setup & Estate Planning Packages:

*Starting at $3,500 for individuals.

Advanced estate planning and business ownership structures priced separately.

Important Disclosure

This service provides educational guidance and document preparation assistance related to estate planning.

It is not legal or tax advice.

Clients are encouraged to consult licensed attorneys or tax professionals when appropriate.