Nonprofit Trust

The nation’s #1 Self-Directed Revocable Trust.

Designed for Nonprofit Organizations.

Nonprofits refer their most trusted supporters to us time and time again because we make leaving a legacy gift in your Will or Revocable Trust a breeze.

First estate planning company dedicated to supporting nonprofit organizations by guiding their cherished donors. At our organization, donors can seamlessly leave a gift to a nonprofit from their estate, whether it’s money, stock, land, or even boats. We provide the perfect vehicle for such generous contributions. Now, nonprofits can confidently refer their clients to us, the nonprofit-friendly estate planning organization, knowing that their donors’ wishes will be honored and their legacies preserved.

Affordable Price

Our trust is extremely sophisticated and powerful but our cost is not.

100% Transparency

Establish a legacy for your family and provide a cherished gift to support your favorite nonprofit.

Simplified legal explanations

Every part of the trust is written in straightforward legal language for easy comprehension.

Support

We are dedicated to your philanthropic mission.

We are here to help you plant your tree.

How can I secure my family's well-being?

I want to pass on my home to my children while ensuring that my legacy includes philanthropic contributions.

Let’s explore the difference between a Last Will and Testament and a Self Directed Revocable Trust.

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Create a Legacy – Avoid Probate – Support a Nonprofit

three budget-friendly plans, simple to comprehend and acknowledged nationwide. Let us assist you in being a hero to your family and a champion for a worthy cause

Last Will & Testament

$199.00/Price

  1. Heading or Title: Identifies the document.
  2. Introduction: Revokes previous wills, confirms capacity.
  3. Executor: Names the person responsible for executing the will.
  4. Nonprofit Donation: Designates the names and the amounts.
  5. Bequests: Outlines asset distribution among beneficiaries.
  6. Funeral and Burial Instructions: List your final wishes.
  7. Residual Estate: Addresses remaining assets after specific bequests.
  8. Witnesses: Signatures of witnesses for validation.
  9. Notary Public: Optional in some jurisdictions.
  10. Date and Signature: Dated and signed by the testator in the
    presence of witnesses.
* Rates are subject to change

Basic Trust

$699.00/Price

  1. Grantor: You (the person setting up the trust).
  2. Trustee: Manages trust assets (can be yourself).
  3. Successor Trustee: Takes over if you can’t manage.
  4. Beneficiaries: Those getting assets after you.
  5. Assets: Property and belongings in the trust.
  6. Revocability: You can change or cancel it.
  7. Distribution Instructions: How assets are given out.
  8. Incapacity Plan: What happens if you can’t manage.
  9. Pour-Over Will: Catches any missed assets for the trust.
  10. Privacy: Private, avoids public probate.
  11. Asset Management: Simplifies managing and distributing
    assets.
  12. Nonprofit Organization: Explains the amounts and the
    organizations you wish to support.
  13. Certificate of trust: Proof that you have established a trust.
  14. Deeds: Places your home into the Family trust.
  15. Avoids Probate: Keeps your home out of the court system.
* Rates are subject to change

Platinum Trust

$1,250.00/Service

The Platinum Plan Includes Everything in the Basic Plan PLUS BONUS

  1. One on One Consultation: Receive help setting up your trust.
  2. Living Will: stating your medical preferences if you can’t communicate
  3. Health Care Power of Attorney: choose someone you trust to make
    medical decisions for you if you’re unable to do so.
  4. Financial Power of attorney: Allows someone you trust to manage your
    financial matters if you’re unable to do it yourself.
  5. Pourover Will: legal document that catches any assets not placed in a trust
    during your lifetime, directing them to be added to the trust after your death.
  6. Medical Certifications: A medical certification for a Power of Attorney
    (POA) verifies incapacity, activating the designated agent’s authority for
    healthcare decisions.
  7. Complete Instruction manual: Trustor’s guidelines, Successor trustee’s
    guidelines, funding instructions, and funding letters.
  8. 2-copies of everything.
* Rates are subject to change

What does the Finished product look Like?

Video tutorial Self-Directed Revocable Trust.
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Create a Legacy

Supporting Nonprofits and Providing for Your Family Financially

“Providing for others in your will or trust is an act of love.”

We’re In The Business Of Helping You… HELP OTHERS

Discover the transformative power of a self-directed family trust – a strategic and compassionate approach to managing wealth for future generations. Ensure the financial security of your heirs, protect your assets, and leave a lasting legacy through thoughtful philanthropy. Explore the benefits of this customizable tool, designed to preserve, protect, and perpetuate your family’s values across generations

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The Remarkable Legacy Gift That Transformed Education. Delve into the inspiring tale of the Smith Family Foundation's enduring impact and discover the profound ripple effect that a single bequest can have on generations. A story of generosity, empowerment, and lasting change awaits.

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The Smith Family Foundation's Enduring Impact

In a small town, the Smith family had deep roots and a longstanding commitment to education. Mr. and Mrs. Smith were passionate about ensuring that every child in their community had access to quality education, regardless of their socio-economic background.

When Mr. Smith passed away, it was discovered that he and his wife had included a substantial bequest in their will, designating a significant portion of their estate to a local education-focused nonprofit organization, the Bright Futures Foundation. The bequest was intended to establish a perpetual scholarship fund to support underprivileged students in pursuing higher education.

The impact of the Smiths' legacy gift was profound. The Bright Futures Foundation was able to create an endowed scholarship program that provided financial assistance to deserving students for generations to come. The scholarships covered tuition, books, and other expenses, opening doors for students who might not have had the opportunity to pursue higher education otherwise.

Over the years, the stories of the scholarship recipients became a testament to the Smiths' enduring legacy. Many of these students went on to achieve academic success, pursue meaningful careers, and give back to their own communities. The ripple effect of the Smiths' generosity was felt not only by the individual recipients but also by the community as a whole, as education became a catalyst for positive change.

The nonprofit organization, fueled by the Smiths' legacy, continued to expand its impact, reaching more students and communities in need. The story of the Smith Family Foundation's gift served as an inspiration for others, prompting additional support and donations to the Bright Futures Foundation.

In this hypothetical scenario, the legacy gift played a pivotal role in transforming the lives of countless individuals and solidifying the nonprofit organization's role as a catalyst for positive change in the communit