Trust Plans

 

 

Need a more personal & customized experience?

 

Apply below for our premium services and get the expert 1-on-1 help you need.

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Frontier Capital Trust is a hub designed to put the power of Private Irrevocable Contract Trusts into the hands of every man and woman who desires to use them. From the Frontier Trust Solutions Online Course, to the Live Q&A "Inner Circle" Group, to 1-on-1 dedicated hourly consulting, they strive to make these tools accessible and intuitive to every person and situation.

 


About Our Services:

Trust Builder Bronze

This is our basic service tier designed for maximum affordability. You'll have access to all of the course material, Trust Declaration templates, the Trustee Video Library, and a few other crucial templates that will allow you to create, fund, and use your trust for a variety of different uses.

Everyone who purchases access to the course will also be able to purchase a membership to attend the Inner Circle Live Q&A's held bi-weekly on Monday evenings (7:30-9 PM EST)

 

Trust Builder Silver

Along with everything from the Trust Builder Bronze Package, Silver unleashes the full scope of the Frontier Trust Solutions Course by including another 20+ document templates and the Inner Circle Live Q&A Playback Recordings. These hour and a half long Q&A sessions are categorized by date and named based on the subjects covered on each call, and are an ENORMOUS learning resource for those who want to expand their knowledge of how to utilize Private Contract Trusts. You'll be able to learn from others who are actively using these instruments for everything from basic estate planning, to doing business contracting and non-profit activities.

Silver members will get access to ALL new recordings as they are released.

 

Trust Builder Gold

Along with everything from the Trust Builder Silver Package, Gold breaks into our Premium Services by adding in a half-hour 1-on-1 consultation with the Founders of Frontier Capital Trust, as well as 3 months of access to the Inner Circle Live Q&A's. That's a total of 9.5 hours of live Q&A time with the Founders to help you get clear action steps and insight into the best ways to leverage access to the private world without sacrificing the benefits of your public profile.

Most people with a moderate estate size would be best suited with this package, as the Live Q&A is crucial for you to make sure you've got everything correct before executing your trusts or major property conveyances.

 

Trust Builder Platinum

Platinum marks the beginning of our "Premium" consulting services, and essentially offers bulk discounts for hourly consulting and Inner Circle Access. The basic Platinum package comes with 1.5 hours of 1-on-1 time (you can choose to have 3 half-hour calls, or one hour and one half-hour) and SIX months of the Inner Circle subscription.

Want 3 hours of 1-on-1 time and a year of Inner Circle to get you up to speed instead of doing all the course learning? Four hours of 1-on-1 time and no Inner Circle? We can put together a Platinum package to satisfy any need while adding value for buying in bulk up front.


 



Value and Benefits:

Trust Documents: Typical Statutory Trusts can cost upwards of $5,000 - $25,000 or even $40K if offshore, depending on the size and complexity of the estate, and often rigidly marry the Trust Declaration & Corpus, forgoing the flexibility and benefits of the Trustee to choose their path by their own pen hand.

Yearly Tax Benefits: (40% - 100% reduction) $20,000+ Depending on their goals, clients can often re-structure existing revenue streams to drastically or even completely reduce tax liability, saving up to hundreds of thousands of dollars over a lifetime.

Asset Protection: (Varies) - Whether its a home, a car, or an account, protecting your property from liens, seizures, repossessions, and lawsuits is a priceless benefit of a properly structured Trust.

No Probate Estate: Planning (Varies) - Pass your estate on to your heirs without exposing your inheritance to third party attorneys or state governments. Educate your Successor Trustee to inherit your legacy and carry on your intent into the next generation. 

Trustee Education: $2000-$10,000 The extent of a Trust & Trustee's ability to operate in commerce at the highest levels is limited by their knowledge of Trust law and administration; stop outsourcing your financial legacy to attorneys who never divulge their methods and keep you dependent on their services by fully taking responsibility for your affairs.

Flexible Service Tiers: Our Coursework & Consulting options are flexible and tailored to your exact needs, our suggested donation tiers allow you to choose the level that is right for you. We can equally serve high level business people and entrepreneurs with tailored consulting as we can individuals with a DIY drive and desire to save money by putting in the work. Apply for enrollment and one of our staff will call you to discuss your options.

Tax Deductible Receipt: of Donation $2,000-25,000 - Because of our ultimate charitable aim, our parent organization will issue you a receipt of donation - eliminate the risk of taking the next step by making a tax deductible donation.

The information provided in this course is for educational purposes only and should not be considered as legal or financial advice. This course is not intended to replace the advice of a licensed professional and any decisions made regarding trusts and private wealth management should be made after seeking the advice of a licensed attorney or financial advisor. The course is not responsible for any loss or damages that may result from using the information provided. Participants take full responsibility for their own decisions and actions. The course is not a substitute for professional legal or financial advice.