Do It Yourself – Only $997 Introductory Offer

Take control of your legacy and protect your assets with our Do It Yourself Family Trust Kit.
This self-paced option is perfect for individuals who want to create their own Family Private Trust while gaining the knowledge and confidence to manage it like a pro.

What’s Included:

• 🧾 Step-by-Step Instructions to easily create your Family Private Trust from start to finish

• 📘 Educational Documents explaining the structure, power, and long-term benefits of your trust

• 💬 24/7 Support Access — get answers anytime you need guidance during your setup process

• 📰 Monthly Newsletter with exclusive insights, updates, and strategies on asset protection and legacy planning

• 💰 50% Off a Business Trust when you’re ready to expand your protection into your company

Perfect For:
✅ Individuals ready to take charge of their estate planning
✅ Families wanting to secure generational wealth
✅ Entrepreneurs building the foundation for long-term financial freedom

Done For You – Only $5,997 Full-Service Package

Let our experts handle every detail of creating and structuring your Private Family Trust — so you can focus on building, living, and enjoying the legacy you’ve worked hard for. This Done For You option is ideal for individuals and families who want professional guidance, precision, and peace of mind knowing their trust is created correctly from day one.

What’s Included:

• 🧾 Complete Setup of Your Private Family Trust — professionally structured and customized to your goals

• 📑 All Legal and Educational Documents delivered in a clean, organized digital format

• 💬 One-on-One Consultation with a Legacy Specialist to review your trust and answer every question

• 🏛️ Filing & Documentation Assistance — we handle the paperwork, compliance, and final organization

• 📰 Monthly Wealth Preservation Newsletter to keep you updated on strategies, laws, and best practices

• 💼 50% Off Business Trust Setup to expand protection to your business assets

• 💎 Lifetime Access to Client Support for ongoing questions, adjustments, and guidance

Perfect For:
✅ Families ready for hands-on professional support
✅ Entrepreneurs and investors with complex assets
✅ Anyone who prefers expert handling with guaranteed accuracy

FREQUENTLY ASKED QUESTIONS

1) What is a protection plan?

A protection plan is a private framework (Irrevocable Trust) that organizes your assets — like your home, bank accounts, life insurance policies, business or ANYTHING that has value to you so they’re legally secure and passed on directly to your chosen beneficiaries without public probate process.

2) How is this different from a will or traditional (Revocable)Trust?

A will only activates after death and usually goes through the public probate process. A traditional (Revocable Trust) also called a living trust, is a plan that stays flexible while you’re alive. You can add assets, remove them, change beneficiaries, or even cancel the trust altogether. (This Trust keeps your estate organized). A Protect & Prosper™ plan (Irrevocable Trust) is active while you’re living, remains private, and ensures your assets are managed and transferred according to your wishes — without court interference while you’re alive or after death. (This Trust protects your assets).

3) Do I need an attorney to get started?

Not right away. Our process begins with education and empowerment. We’ll guide you step-by-step and help you understand your options.

4) How long does it take to complete a plan?

Most clients complete their plan in two to four weeks, depending on the chosen path: DIY (self paced) or Done-For-You (according to training schedule when you enroll).

5) Is this service only for wealthy individuals?

No. Protect & Prosper™ is for everyday families and entrepreneurs who want to make sure what they’ve worked for stays protected from creditors and lawsuits.

6) What’s the difference between DIY and Done-For-You?

DIY provides guided tools and templates to build your plan yourself. Done-For-You is a full-service setup by our team.

7) How private is the process?

Completely private. Your information never becomes public record, and your plan ensures that your assets are transferred discreetly and securely.

8) What happens after I sign up?

• You’ll instantly receive the receipt for your purchase.

• You'll receive a welcome email.

• Do It Yourself - 1 of 4 packets of step by step instructions.

• Done For You - Client Intake Form emailed to you to set up your consultation for the process.

  • Once returned - your assigned Trust Specialist will contact you.

10.) Do you offer a refund?

Yes we do

11.) Is there live support?

Yes if you have the Done For You plan. If you have the Do It Yourself, your support is via email.