TRANSPARENT PRICING

Choose Your Trust Structure

Simple, transparent pricing. No hidden fees. Everything you need included.

ANNUAL PRICING

Pay Annually & Save 20%

Best value for your trust system

One Trust

Spendthrift Trust Only

$299 /per month (paid annually)
Save $912/year

INCLUDES:

  • Full Spendthrift Trust OS
  • Threshold income engine
  • Corpus ledger
  • Classification queue
  • Demand note system
  • Trustee decision documentation
  • FAI/DNI reporting
  • 1041/K‑1 support
  • Two meetings with an accounting professional
  • White‑glove setup
  • Final review session
Start Your Trust System
RECOMMENDED

Two‑Trust Structure

Holding + Beneficial

$395 /per month (paid annually)
Save $1,200/year

EVERYTHING IN ONE TRUST PLUS:

  • Inter‑trust matching
  • Dual‑ledger architecture
  • Structural payment enforcement
  • Cross‑trust compliance
  • Contract‑based payment validation
Start Your Trust System
MONTHLY PRICING

Pay Monthly

Flexible month-to-month billing

One Trust

Spendthrift Trust Only

$375 /per month

INCLUDES:

  • Full Spendthrift Trust OS
  • Threshold income engine
  • Corpus ledger
  • Classification queue
  • Demand note system
  • Trustee decision documentation
  • FAI/DNI reporting
  • 1041/K‑1 support
  • Two meetings with an accounting professional
  • White‑glove setup
  • Final review session
Start Your Trust System

Two‑Trust Structure

Holding + Beneficial

$495 /per month

EVERYTHING IN ONE TRUST PLUS:

  • Inter‑trust matching
  • Dual‑ledger architecture
  • Structural payment enforcement
  • Cross‑trust compliance
  • Contract‑based payment validation
Start Your Trust System
ADD-ON

Prior Year Resolution & Compliance Package

$1,000

Bring your trust's past years into full compliance — even if nothing was documented correctly.

Add to Your Plan

Most trust owners don't realize this:
If prior years aren't documented correctly, the trust's protections did not exist for those years.

No resolutions → no classification → no corpus ledger → no defensible trust.

This add-on gives your trust a complete, compliant history.

WHAT'S INCLUDED:

  • Trustee resolutions for all prior years
  • Reconstruction of principal vs income classifications
  • Retroactive corpus ledger updates
  • Prior-year demand note reconciliation
  • Prior-year inter-trust matching (if applicable)
  • FAI/DNI reconstruction for each year
  • CPA-ready documentation for every period
If purchased BEFORE April 15th

$1,000 total

Covers all prior years — unlimited.

If purchased AFTER April 15th

$1,000 per prior year

Each year requires its own reconstruction and compliance package.

Make your trust legally defensible from day one — even if your bookkeeping wasn't perfect in the past.

Annual Prepay Bonus

If you prepay 12 months, you receive:

Extend service to previous years (retroactive cleanup)
Extend service into next year at no additional cost

You choose which direction you want the extension.

Ready to Secure Your Trust?

Book a white-glove setup call and get your trust system running in days, not weeks.

Book Your Setup Call Call Us: (800) 555-1234

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