Trust Packages

Special Pricing on Multi-Trust Packages

TrustArte Packages are designed to deliver the most value to our customers. As the greatest privacy and safety can be achieved through interconnected trust instruments, the savings and the benefits of TrustArte Packages are a sensible and attractive option.

All TrustArte Package services begin with a dynamic twenty minute consultation, the $100 price of which is credited toward your final TrustArte purchase. You may request the opportunity to schedule an initial consultation by clicking the “Get Started Now!” buttons below. Participation in your initial consultation never obligates you to any further purchase.

TrustArte Packages are a smart and powerful way to tap into the unique power of trusts! For a list of individually priced trusts, click here.

Tradesman Package

For professional tradesmen looking to reduce personal liability and the high costs associated with insuring work vehicles and equipment. Includes your personal estate plan. Package includes:

Living Trust — Your Family’s Future
Secure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate. Reduces your assets public profile.

Business Trust — Your Business Organization
Provides you with a formal business organization. You get operational privacy, liability protection, and tax benefits. Your personal assets remain isolated and separate. Establishes independent status with customers.

Holding Trust — Your Commercial Equipment
Separate hazardous equipment that can cause personal injury from yourself and your business. It gives you privacy and reduced liability exposure.

Package Price $6,499.00 (That’s a savings of $1500 over individually priced trusts)

Begins with 20-Minute Private Phone Consultation.
Cost of initial consultation is $100.00  and will be credited toward final purchase.
Participation in initial consultation never obligates you to any further purchase.

Installment Plan of 2 Payments of $3249.50
Available to Approved Customers

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Business/Professional

Provides the essential insulation of personal assets from your real estate and business operations. Also includes your estate, or succession plan. Create privacy of ownership for all your assets. This package is designed to serve professionals such as CPAs, MDs, DDs, among others. Package includes:

Living Trust — Your Family’s Future
Secure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate while reducing your assets public profile.

Business Trust — Your Business Organization
Provides you with a formal business organization. You get operational privacy, liability protection, and tax benefits. Your personal assets remain isolated and separate. Establishes independent status with customers.

Real Estate Trust  — Your Real Estate Holdings
Transfer your properties to private safety by changing the title to your trusted fiduciary. This also separates your real estate from the business practice which reduces liability.

Package Price $7,499.00 (That’s a savings of $1500 over individually priced trusts)

Begins with 20-Minute Private Phone Consultation.
Cost of initial consultation is $100.00  and will be credited toward final purchase.
Participation in initial consultation never obligates you to any further purchase.

Installment Plan of 2 Payments of $3749.50
Available to Approved Customers

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Income and Wealth

For those with investment income seeking the benefits of greater privacy of asset ownership. It facilitates smooth, private transfers of wealth to private beneficiaries or charities. Package includes:

Living Trust — Your Family’s Future
Secure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate while reducing your assets public profile.

Life Insurance Trust —Your Estate Taxes
Provide peace of mind for your heirs with non-taxable liquidity at death for immediate expenses and subsequent estate taxes (due in 9 months). Avoids urgent and possibly illiquid asset sales.

Holding Trust  — Your Heirs
Reduce your public wealth profile of investment accounts with individual asset trusts. Choose beneficiaries in your living trust or outside for greater flexibility and gifting independence. Tax benefits available too.

Real Estate Trust  — Your Real Estate Holdings
Move your ownership of properties to private safety by changing the title to your trusted fiduciary. You have great flexibility to make whole or partial transfers independent of your living trust. Enhance your advantage in a sale transaction.

Package Price $9,499.00 (That’s a savings of $2,000 over individually priced trusts)

Begins with 20-Minute Private Phone Consultation.
Cost of initial consultation is $100.00  and will be credited toward final purchase.
Participation in initial consultation never obligates you to any further purchase.

Installment Plan of 2 Payments of $4749.50
Available to Approved Customers

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Investor / Executive / Entrepreneur

For high income, high profile executives and investors who prefer the big benefits of asset isolation with privacy and greater control. Package includes:

Living Trust — Your Family’s Future
Secure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate while reducing your assets public profile.

Life Insurance Trust  – Your Estate Taxes
Insure that your heirs have essential non-taxable liquidity at death for immediate expenses and subsequent estate taxes (due in 9 months). Avoids urgent and possibly illiquid asset sales.

Holding Trust — Your Heirs
Gift your low value stocks or likely to appreciate assets now to chosen beneficiaries for reduced capital gains taxes in the future. The gains remain outside of your personal estate.

Real Estate Trust — Your Real Estate Holdings
Move your ownership to private safety by changing the title to your trusted fiduciary. You have great flexibility to make whole or partial transfers independent of your living trust. Enhance your advantage in a sale transaction.

Package Price $9,499.00 (That’s a savings of $2000 over individually priced trusts)

Begins with 20-Minute Private Phone Consultation.
Cost of initial consultation is $100.00  and will be credited toward final purchase.
Participation in initial consultation never obligates you to any further purchase.

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Landlord / Income Property

Combination of real estate and personal trusts designed to serve those whose assets are primarily real property. Package includes:

Living Trust — Your Family’s Future
Secure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate while reducing your assets public profile.

Business Trust — Your Business Organization
Provides you with a formal business organization. You get operational privacy, liability protection, and tax benefits. Your real estate assets remain isolated and separate. Ideal for property management.

Life Insurance Trust — Your Estate Taxes
Insure that your heirs have essential non-taxable liquidity at death for immediate expenses and subsequent estate taxes (due in 9 months). Avoids urgent and possibly illiquid real estate sales.

Real Estate Trust — Your Real Estate Holdings
Move your ownership of each property to private safety by changing the title to your trusted fiduciary. This can complement an existing LLC or eliminate costs and hassles.

Package Price $10,499.00 (That’s a savings of $2000 over individually priced trusts)

Begins with 20-Minute Private Phone Consultation.
Cost of initial consultation is $100.00  and will be credited toward final purchase.
Participation in initial consultation never obligates you to any further purchase.

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