Most Clients use the Basic Business/Family Plan, unless your assets are over
$2.5 Million in which case, the next level up is for you!
Choose your Trust name
and enter it above.
Hit Subscribe to enter your details and pay your first year's fees in full.
You will also later be charged by the State of Delaware a one-time DST filing fee of $500.00
After your payment is processed, you will receive a questionnaire so, as Trustee, we can file your Certificate of Trust, prepare your basic Trust Agreement & Certification of Trust, along with an abstract for your custom tabbed Trust Binder.
Of course, your assets will remain in their current, preferred entities, such as other Trusts, LLCs, or Corporations. No need to undo what your experts & planners have done. Your DST is not a disrupter, it is your capstone planning & protection tool.
Simply transfer your asset ownership in other Trusts, LLCs, or Corporations from yourself into your new DST. Among other features, your DST, as a capstone to your planning, will begin to shield your assets from personal liability arising from claims, lawsuits, judgments & other unforeseen personal issues.
Select the plan that is customized to your needs!
* NO plans include State Filing Fees ($500 per DST) or additional Expedited State Filing Fees ($50+)
** FREE. Just pay $9 S&H
Ideal for Family Asset Protection and/or Small Real Estate Holdings Under $5M Assets
Order Now** All plans must be paid in full for the first year. Beginning thereafter, plans may be paid monthly or discounted annually if paid in full.
Ideal for Securities, 1031 Exchanges, Active Business or Larger Asset Classes over $5M
** All plans must be paid in full for the first year. Beginning thereafter, plans may be paid monthly or discounted annually if paid in full.
Ideal for Family Offices, Asset Holdings over $10M or Complex Investment Classes
Order Now** All plans must be paid in full for the first year. Beginning thereafter, plans may be paid monthly or discounted annually if paid in full.
Just pick a Name for your Trust, pay your initial yearly fee & TMS prepares & files your "Certificate of Trust"
usually within 1 Business Day
Use Code:
100OFF4EVER