Every service a serious
founder needs.
Six tiers of services — from your first trust formation to coordinated family office oversight — all accessible through a single $49/year membership.
Business Formation
Common law trust and LLC formation with the infrastructure a credible business requires — virtual address, IRS registration, and more.
Articles of Organization, standard operating agreement, EIN, and 1-year registered agent. Arizona ($499), Wyoming ($599), or Nevada ($699). State filing fees are separate.
Beneficial Ownership Information report preparation and FinCEN submission coordination. Required for most LLCs and corporations under the Corporate Transparency Act. $149/entity, no government fee.
Professional trust document preparation and setup for a single trust entity with document review and delivery.
Complete formation package: trust, virtual address, phone, state & IRS registration, domain, 5 email accounts, and a 3-page website.
Three basic common law trust setups bundled for savings — all documents reviewed and delivered.
Three complete Business Credit packages — virtual address, phone, registration, domain, email, and website for each entity.
Operating Agreements, Deeds & More
Standard single-member or multi-member LLC operating agreement. Ready to sign in 5 business days.
View detailsQuit claim or warranty deed preparation for property transfer into a trust or LLC. Document prep only — not legal advice.
View detailsArticles of Dissolution prep and filing coordination for AZ, WY, or NV entities. State fees passed through at cost.
View detailsPreliminary knockout search and USPTO application document preparation. + USPTO filing fee per class. Document prep only — not legal advice.
View detailsCustom research report on state and local license and permit requirements for your industry and operating location.
View detailsActual preparation and submission of your annual/biennial state report for AZ, WY, or NV. State fees passed through at cost.
View detailsBusiness 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.
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. Plus brand identity, Google Business Profile, email marketing, and CRM setup.
AI Automation & Solutions
Custom workflow automation, document generation, AI integration, email marketing setup, CRM configuration, and AI chatbot — built around your specific business processes.
Compliance-as-a-Service
Ongoing compliance monitoring for single to enterprise-scale entity structures — so nothing falls through the cracks.
Family Office
Coordinated oversight for multi-entity and multi-trust family structures. Flat-fee annual retainers — never a percentage of assets.
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.
One membership.
All of this.
$49/year unlocks every service tier, the member dashboard, and direct access to the support team.