Tier 1

Business Formation

Common law trust and LLC formation with the infrastructure a credible business requires — virtual address, IRS registration, and more.

LLC Formation — AZ / WY / NV
Articles of Organization, standard operating agreement, EIN, and 1-year registered agent. State filing fees are separate and passed through at cost.
from $499
View details
BOI / FinCEN Filing
BOI filing status review and FinCEN submission coordination. U.S. domestic entities are currently exempt under the March 2025 FinCEN rule. Foreign entities registered in the U.S. still must file. No government fee.
$149/entity
View details
Basic Common Law Trust
Professional trust document preparation and setup for a single trust entity with document review and delivery.
$225 $250
View details
Business Credit Trust Package
Complete formation package: trust, virtual address, phone, state & IRS registration, domain, 5 email accounts, and a 3-page website.
$2,250 $2,500
View details
Three-Pack Basic Trust
Three basic common law trust setups bundled for savings — all documents reviewed and delivered.
$540 $600
View details
Three-Pack Business Credit
Three complete Business Credit packages — virtual address, phone, registration, domain, email, and website for each entity.
$5,850 $6,500
View details
Document Services

Operating Agreements, Deeds & More

Operating Agreement
Standard single-member or multi-member LLC operating agreement. Ready to sign in 5 business days. Document prep only — not legal advice.
$197
View details
Deed / Property Transfer Prep
Quit claim or warranty deed preparation for property transfer into a trust or LLC. Document prep only — not legal advice.
$297
View details
Entity Dissolution
Articles of Dissolution prep and filing coordination for AZ, WY, or NV entities. State fees passed through at cost.
$397
View details
Trademark Search + Application
Preliminary knockout search and USPTO application document preparation. USPTO filing fee per class is separate and passed through at cost. Document prep only — not legal advice.
$499
View details
Business License Research
Custom research report on state and local license and permit requirements for your industry and operating location.
$249
View details
Annual Report Filing
Actual preparation and submission of your annual/biennial state report for AZ, WY, or NV. State fees passed through at cost.
$99/entity
View details
Business Credit

Business Credit Building

Activate your D&B, Experian Business, and Equifax Business profiles — then build toward real credit with Net-30 vendor accounts and ongoing monitoring.

Credit Building Program
Tier 2

Web Presence & SEO

Professional websites with domain, hosting, email, and SEO — from a fast starter site to a full authority presence with social media launch.

Starter Website
Three-page professional site — Home, About, Contact — with domain, hosting, 5 business email accounts, SSL certificate, and Google Analytics.
$497
View packages
Authority Website
Up to 10 pages with blog, SEO foundation, social media launch kit, and Google Business Profile setup. Built for lead generation.
from $997
View packages
SEO Foundation Package
Technical audit, on-page optimization, keyword research, and a 3-month content calendar tailored to your niche and location.
from $597
SEO services
Brand Identity
Logo, color palette, type system, and brand guide — delivered as print-ready and web-ready files. Designed to pair with your website package.
from $397
Brand packages
Tier 3

AI Automation & Solutions

Custom workflow automation, document generation, AI integration, and chatbot — built around your specific business processes, not generic templates.

Workflow Automation Setup
Custom n8n, Make.com, or Zapier workflow connecting your tools — CRM, email, calendar, document storage — into a single automated pipeline.
from $597
View automation
AI Document Generation
Templates + AI prompting to auto-generate contracts, proposals, intake packets, and client-facing documents at scale.
from $497
AI solutions
AI Chatbot
Custom-trained chatbot deployed on your website — answers client questions, qualifies leads, and routes inquiries 24/7.
from $797
Digital services
Email Marketing + CRM Setup
List setup, automation sequences, template design, and CRM configuration — ready to send on day one.
from $397
Digital services
Tier 4

Compliance-as-a-Service

Ongoing compliance monitoring for single to enterprise-scale entity structures — so nothing falls through the cracks.

Essential
Filing reminders, annual report deadlines, registered agent alerts, and a compliance dashboard for a single entity. State filing fees pass through at cost.
$149/mo
View CaaS plans
Complete
Full compliance coverage across up to five entities — cross-entity dashboard, consolidated deadline calendar, quarterly review call, and priority support.
$349/mo
View CaaS plans
Trust & Entity
Custom compliance programs for complex multi-entity and trust structures — pricing and scope set at engagement. Contact us to design your program.
Custom
View CaaS plans
Tier 5

Family Office

Coordinated oversight for multi-entity and multi-trust family structures. Flat-fee annual retainers — never a percentage of assets under management.

FO Essentials
Document vault, advisor directory, annual filing calendar, and coordinator access for families with 2–4 entities and a single advisor relationship.
from $2,400/yr
Family office details
FO Standard
Full coordinator oversight across 4–8 entities — document management, multi-advisor coordination, quarterly reviews, and compliance monitoring.
from $4,800/yr
Family office details
FO Enterprise
Enterprise-scale coordination for 8+ entities or complex multi-generational structures. Custom scope, dedicated coordinator, monthly reviews.
from $9,600/yr
Family office details
Document Vault + Coordination
Secure document storage and advisor coordination without the full FO retainer — ideal for families getting organized before a larger engagement.
from $997/yr
Family office details
Tier 6

Referral Network & Packages

A vetted directory of licensed professionals, plus bundled Good/Better/Best service packages that combine formation, web, and compliance at a single price.

Good Bundle
Common law trust formation + 3-page starter website + 12 months of Essential CaaS compliance monitoring. Everything a new entity needs to operate credibly.
from $1,297
View packages
Better Bundle
Business Credit Trust Package + authority website + brand identity + 12 months Essential CaaS. The full infrastructure for a credible, growth-ready business.
from $2,997
View packages
Best Bundle
Everything in Better plus AI automation setup, email marketing, and 12 months Complete CaaS. Built for operators who want a complete operating stack.
from $4,997
View packages
Referral Network Directory
Access to the vetted directory of CPAs, attorneys, and licensed professionals. Every listing verified for active license, E&O coverage, and signed Referral Partner Agreement.
Included with membership
View directory
Get Started

One membership.
All of this.

$49/year unlocks every service tier, the member dashboard, and direct access to the support team.

Published Last updated