TRUST & TAX ADVOCATE SERVICES
TRUST & TAX ADVOCATE SERVICES
We help real people find financial literacy so they can build true financial freedom: trusts, tax help, and step-by-step classes that show you how and why, in plain English.
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ART OF BECOMING FREE!
OUR SERVICES
OUR SERVICES
Help with the hard stuff
Help with the hard stuff
Trusts and taxes can feel intimidating. We walk you through every piece, one step at a time.
OUR PROCESS
OUR PROCESS
Beginning to end, one trust at a time
Beginning to end, one trust at a time
Every client follows the same proven path. You always know where you are and what comes next.
Pure Trust: common-law jurisdiction. Private.
Living Trust: a living entity that holds all other trusts. Co-trustee with Christ; God is grantor.
Foreign Trust: a statutory trust in a foreign jurisdiction. The estate is grantor and you are trustee; sent with a registered mail number.
RM Trust: the final step: the living trust is grantor.
CLASSES & MENTOR GROUP
CLASSES & MENTOR GROUP
Learn our process in Google Classroom
Learn our process in Google Classroom
Fifteen lessons, from your first steps to administration, plus live weekly calls where you can bring your questions.
Trust law: the ins and outs of trust law and creating your own trust
IRS claims: how the IRS system works and how to claim your credits
Court cases: how courts work and how to use the court system to your advantage
Mentor group: trusts, law books, name changes, notices, and building your own AI for court cases
PRICING
PRICING
Pick your path
Pick your path
From learning it yourself to having everything done for you. Download the pricing sheet (PDF).
5-DAY SEMINAR SERIES
5-DAY SEMINAR SERIES
Path to financial freedom through trusts
Path to financial freedom through trusts
A five-day educational seminar exploring trust structure, estate organization, business strategy, and long-term financial stewardship.
Next city: New York City, New York
Dates: March 8–12, 2027
Tuition: $2,500 (returning students owe only the difference between prior payments and the $2,500 tuition)
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