The easiest way to protect your assets
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Assets in your name are at risk
Divorce is the leading cause of wealth loss for high income individuals. Assets in your name can be considered marital property and may be divided.
If you or a family member are involved in an accident using your property such as a car, all of your assets are at risk from future legal actions.
Assets owned by you will be taxed in the same state that you live in which may result in a significant financial burden for taxable activities.
Create an Irrevocable Trust which holds assets you control
Fast Setup
Get the process started in a few minutes.
Expert Legal Consultation
Talk over your plans with a Lawyer as part of your onboarding.
Secure Assets
Assets will be legally out of your name and in the Trust.
Limit Liability
Assets under the Trusts are protected from actions against you.
Choose a Trustee
Use our Corporate Trustee Partners or pick someone you know to have the responsibilities of overseeing the assets and executing requests.
Move Assets
Transferring the assets out of your name and into the Irrevocable Trust is necessary. Our Team can help guide you through the process.
Only intangible assets* can be included in the Trust and will be legally transferred to the state the Trustee resides in.
* Real Estate and physical assets are not supported.
Maintain Control
Depending on the purpose, your Irrevocable Trust can be set up so that you retain the ability to make decisions about the assets even if they have been transferred out of your name.
