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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800-544-6467
Speak directly to an agent - Approved in every state.
- Admin@nonprofittrust.net
Create a Legacy – Avoid Probate – Support a Nonprofit
Last Will & Testament
$199.00/Price
- Heading or Title: Identifies the document.
- Introduction: Revokes previous wills, confirms capacity.
- Executor: Names the person responsible for executing the will.
- Nonprofit Donation: Designates the names and the amounts.
- Bequests: Outlines asset distribution among beneficiaries.
- Funeral and Burial Instructions: List your final wishes.
- Residual Estate: Addresses remaining assets after specific bequests.
- Witnesses: Signatures of witnesses for validation.
- Notary Public: Optional in some jurisdictions.
- Date and Signature: Dated and signed by the testator in the
presence of witnesses.
Basic Trust
$699.00/Price
- Grantor: You (the person setting up the trust).
- Trustee: Manages trust assets (can be yourself).
- Successor Trustee: Takes over if you can’t manage.
- Beneficiaries: Those getting assets after you.
- Assets: Property and belongings in the trust.
- Revocability: You can change or cancel it.
- Distribution Instructions: How assets are given out.
- Incapacity Plan: What happens if you can’t manage.
- Pour-Over Will: Catches any missed assets for the trust.
- Privacy: Private, avoids public probate.
- Asset Management: Simplifies managing and distributing
assets. - Nonprofit Organization: Explains the amounts and the
organizations you wish to support. - Certificate of trust: Proof that you have established a trust.
- Deeds: Places your home into the Family trust.
- Avoids Probate: Keeps your home out of the court system.
Platinum Trust
$1,250.00/Service
The Platinum Plan Includes Everything in the Basic Plan PLUS BONUS
- One on One Consultation: Receive help setting up your trust.
- Living Will: stating your medical preferences if you can’t communicate
- Health Care Power of Attorney: choose someone you trust to make
medical decisions for you if you’re unable to do so. - Financial Power of attorney: Allows someone you trust to manage your
financial matters if you’re unable to do it yourself. - 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. - Medical Certifications: A medical certification for a Power of Attorney
(POA) verifies incapacity, activating the designated agent’s authority for
healthcare decisions. - Complete Instruction manual: Trustor’s guidelines, Successor trustee’s
guidelines, funding instructions, and funding letters. - 2-copies of everything.
What does the Finished product look Like?
“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