Once you have purchased the STS Program and received the binders, you have a tentative contractual agreement with the Trust creator. In order to validate the contractual exchange and creation of the Trust indenture, you must Set-up and Activate the program in a timely fashion to ensure 100% protection. Included with each Trust program is a workbook that guides you through the activation process in general terms. However, in today's time-pressured society, most clients desire one-on-one instruction, as they might expect of a law firm or financial advisor, and would prefer to pay for the fast-track advice.
You may choose to hire us to help walk you through each step to fully activate it. We do charge a fee of $995 for that service and do include a personal financial review as well (valued at $200).
However, if you prefer the Do-it-Yourself approach and only require a moderate amount of personal instruction, you may choose to economize somewhat by enrolling in this video-based instruction course to learn how to complete the majority of the set-up and activation functions on a self-serve basis. Whether you choose the full service or this self-service option, you will have full lifetime access to this course for you and your successor Trustees.
The 5 key areas of instruction you will learn about are:
- Trust Binder Activation & Preparation
- Banking Setup for Trust 1 & the LLC
- Third Party Appointments & Contracts
- IT Software Set-up for Administering the Trust
- Miscellaneous Tasks.
Each module contains several specific steps that must be completed in order to provide full asset protection. Video walk-through instructions, examples, handouts, external links, and checklists are included to help ensure you complete each required step properly.
NOTE: Many of these task should be performed within the first 4 days of receiving your binders, and all should be completed within 30 days.
We have extensive experience in setting up these programs and constantly rely on feedback from clients to enhance and update our procedures and course materials. As the legal and business processes evolve over time, we update the course material to reflect those changes. On average, clients will typically invest approximately 44 hours in setting up their programs with the help of this course. This represents a major time savings of dozens of hours over attempting the set-up from the provided workbook alone, since most of the trial and error guess work has been removed. Each client's situation is unique and we attempt to provide specific advice in this course that is not covered by the provided guide.
NOTE: Prior to enrolling, you may preview a few of the steps to get a feel for what may be contained in the paid modules. Simply click on the Preview buttons in the course curriculum below.
The Trust program is designed as a living document and must be managed by the program holder (Trustee) for the benefit of the beneficiaries. To learn more about proper management of the Trust, see our other course called Trust Program Management for ongoing instructional guidance. Get both courses as a bundle and save now.
Included with all courses is up to 1 hr of telephone consultation. Additional time can be purchased at only $25 per 15 minutes. Unlimited advice is available with the Core Services option as described in the course curriculum.
Remember, the Trust Program is only as good as the paper it was written on so proper Set-up and Activation is essential for "Total Asset Privacy & Impenetrable Asset Protection". Do it right the first time and your heirs will thank you.
PreviewNOTES about this section
StartBinder Review of Trust 1, LLC1, Trust 2, any additional LLC's (47:09)
StartSign all required pages in both binders
StartFor CANADIANS ONLY: File for a TN with Canada Revenue Agency
StartEmail a copy of the T3 Trust Account Number confirmation to the Registered Agent
StartReview current wills and other beneficial designations
StartTag and remove pages to be notarized and complete "as evidenced by" with ID
StartComplete Schedules B1-B7
StartDownload the file in Section 6, "Suggested Income Sources for B-7".
StartComplete B7's for EACH income source.
StartComplete Schedule D2 Trust 1; Bequeath Trust Certificates
StartComplete Minute Order # 7; Successor Trustees
StartNotify Successor Trustees of their appointments
StartComplete INVALIDATING PREVIOUS WILL AND TRUSTS from CD Trust Binder 1
StartGet all required documents notarized as soon as possible
StartReplace notarized pages into binders
StartFile the protection Liens
StartRecord the filing confirmation in the appropriate binders
StartPrepare and File Vehicle Liens at DMV or Registrar
StartFile pages into binders
StartInvalidate all previous wills and beneficial designations.
StartDestroy all old copies of wills
NEW: We have now added a simplified Plans & Pricing page to our Client Portal website. As we are based in Canada, we ultimately must convert all fees back to Canadian dollars as well as incurring an additional 5%-10% platform fee for all enrollments down through Teachable. We therefore prefer to invoice your directly or have you use the Register Now button to subscribe in $CAD, and we will manually enrol you in these courses. Your cooperation will greatly assist us in minimizing our transaction fees so we can devote more valuable resources to protecting you, our valued STS Program holders.
If you still prefer to use the shopping cart below for instant access, self-enrolment, you do have the choice to subscribe in $USD or $CAD. However, we do request that both Canadian and American clients subscribe in USD unless your credit card doesn't allow for billing to USD.
Teachable will convert all CAD payments to USD prior to paying us, which we then need to convert back to CAD, thereby incurring two conversions of 3% each. We therefore prefer all clients enroll with USD currency when self-enrolling on this platform so we can avoid two exchange rate conversion fees.
The exchange rate was assumed to be $1.35 as of 5/22/19.
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Frequently Asked Questions
As a graduate of the University of Calgary, I possess degrees in both Economics (micro & macro) and Commerce (specializing in Finance and Management Science.)
I began a financial planning career in 1992 and served hundreds of clients over the next 5 years. I moved on to the private equity markets where, as VP Finance, I successfully helped raise venture capital for a very unique sports-related golf training device. Since 1998, I have run several businesses in marketing, branding, fitness, and multimedia.
Since 2002, my parent company, Trilogy Promotions Inc., has been dedicated to providing these services all under one roof through three distinct business brands: Asset Pro, The Wealth Coaches, and ThoughtWurx.
In 2011, I returned to the private equity markets and now coach clients on the fundamentals of money, wealth creation, demographics, wealth cycles, currencies, commodities, small business development, estate planning, asset protection, and income diversification.
As a Wealth, Health, and Wisdom coach, I endeavor to educate my clients in the two fundamental areas of Wealth and Health, with a focus on business development in many areas.
Once educated on the fundamentals of the due diligence process, I help clients create and manage wealth, and protect it from the ravages of inflation, taxes, and the volatile nature of the financial markets.
I am a strong advocate of optimal health and I am proud to use my extensive fitness industry experience to promote the national “90 Day Challenge” platform to foster better dietary and exercise habits for my clients, their families, and their fellow employees.
For businesses, I also seek out new projects; perform detailed needs analysis regarding my client's media marketing strategy; and design multimedia video & TV-ready presentations to help my clients put their best faces forward.
I utilize a variety of publications & social media platforms to showcase unique businesses. In developing a cohesive marketing / imaging strategy, I help clients enhance their brand recognition, and boost sales possibilities through enhanced product & service education.