TrusteeApp

Services

One firm. The whole instrument case.

We form, document, file, and administer every kind of trust an estate or enterprise is likely to need — and the few it didn't know it could.

Essential

Essential Strategic Offerings

The practical disciplines that surround every trust we form — clarity, privacy, protection, and command of your own financial landscape.

Trust & Structure

  • Trust Options
  • Trust Structures
  • Asset Structuring
  • Separation of Assets
  • Corporate Identity & Corporate Entity
  • Legal Separations via LLCs

Strategy & Planning

  • Workshops
  • Strategy Sessions
  • Personalized Financial Plans
  • Risk Assessment
  • Asset Allocation aligned with goals
  • Business Continuity

Privacy & Protection

  • Privacy
  • Accessibility
  • Legal Protections & Applicable Laws
  • Proactive Measures
  • Exploitation Prevention
  • Power of Attorney

Knowledge & Confidence

  • Right to Know — Knowing your Rights
  • Ensuring Clarity for Confidence
  • Customized Legal Letters

Financial Reclamation

  • Debt Management
  • Debt Discharge
  • Reclaiming your Financial Landscape
  • Financial Reclamation

01

Personal & Family

Revocable Living Statutory Trust

Day-to-day control while you're here, automatic transfer when you're not.

Testamentary Trust

Drafted within a will and given life by probate.

Spendthrift Trust

Protects beneficiaries from their own decisions and outside claims.

Minors Trust

Holds and distributes assets for beneficiaries under the age of majority.

Special Needs Trust

Preserves eligibility for benefits while supplementing care.

Family Business Trust

Stewardship vehicle for closely-held family enterprises.

Family Banking Trust

Internal lending and capital stewardship across generations.

Dynasty Trust

Multi-generational vehicles designed to outlast their grantor.

02

Asset & Property

Asset Protection Trust

Lawful separation of personal and protected wealth.

Qualified Personal Residence Trust

Removes a residence from a taxable estate at a reduced value.

Land Trust

Privately holds title to real estate; promotes anonymity.

Real Estate Holding Trust

Long-term passive ownership of income-producing property.

03

Corporate & Charitable

Corporate Statutory Trust

Holding and operating entity formed under statute.

Special Purpose Vehicle

Single-purpose entity isolating a transaction or asset.

Charitable Trust

Remainder, lead, and pure charitable structures.

04

Filings & Documents

Trust Indenture

Drafted to fit the structure, the assets, and the intent.

Certificate of Abstract

Public-facing summary for institutions that need one.

EIN / Tax ID

Federal identification filed for every trust we form.

Trust Court Filings

Petitions, orders, and registrations where required.

Not sure which instrument fits?

Most engagements begin with a single conversation. We'll tell you what to form, what to file, and what to skip.

Request consultation