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.
- 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.
- 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.
- Basic Common Law Trust
- Professional trust document preparation and setup for a single trust entity with document review and delivery.
- Business Credit Trust Package
- Complete formation package: trust, virtual address, phone, state & IRS registration, domain, 5 email accounts, and a 3-page website.
- Three-Pack Basic Trust
- Three basic common law trust setups bundled for savings — all documents reviewed and delivered.
- Three-Pack Business Credit
- Three complete Business Credit packages — virtual address, phone, registration, domain, email, and website for each entity.
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.
- Deed / Property Transfer Prep
- Quit claim or warranty deed preparation for property transfer into a trust or LLC. Document prep only — not legal advice.
- Entity Dissolution
- Articles of Dissolution prep and filing coordination for AZ, WY, or NV entities. State fees passed through at cost.
- 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.
- Business License Research
- Custom research report on state and local license and permit requirements for your industry and operating location.
- Annual Report Filing
- Actual preparation and submission of your annual/biennial state report for AZ, WY, or NV. State fees passed through at cost.
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.
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.
- Authority Website
- Up to 10 pages with blog, SEO foundation, social media launch kit, and Google Business Profile setup. Built for lead generation.
- SEO Foundation Package
- Technical audit, on-page optimization, keyword research, and a 3-month content calendar tailored to your niche and location.
- 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.
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.
- AI Document Generation
- Templates + AI prompting to auto-generate contracts, proposals, intake packets, and client-facing documents at scale.
- AI Chatbot
- Custom-trained chatbot deployed on your website — answers client questions, qualifies leads, and routes inquiries 24/7.
- Email Marketing + CRM Setup
- List setup, automation sequences, template design, and CRM configuration — ready to send on day one.
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.
- Complete
- Full compliance coverage across up to five entities — cross-entity dashboard, consolidated deadline calendar, quarterly review call, and priority support.
- Trust & Entity
- Custom compliance programs for complex multi-entity and trust structures — pricing and scope set at engagement. Contact us to design your program.
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.
- FO Standard
- Full coordinator oversight across 4–8 entities — document management, multi-advisor coordination, quarterly reviews, and compliance monitoring.
- FO Enterprise
- Enterprise-scale coordination for 8+ entities or complex multi-generational structures. Custom scope, dedicated coordinator, monthly reviews.
- Document Vault + Coordination
- Secure document storage and advisor coordination without the full FO retainer — ideal for families getting organized before a larger engagement.
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.
- Better Bundle
- Business Credit Trust Package + authority website + brand identity + 12 months Essential CaaS. The full infrastructure for a credible, growth-ready business.
- 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.
- 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.
One membership.
All of this.
$49/year unlocks every service tier, the member dashboard, and direct access to the support team.
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