STS Program Set-up & Activation

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.