ASSETSAND TRUST
Free Wealth Protection Survey

Protect everything you build— even after you’re gone.

Answer a few guided questions and discover how families use trusts, ownership structures, and legal planning to preserve wealth across generations.

under 5 minutes · personalized to your family · no legal experience required
or explore the plans first
$0+
Save up to this in typical professional fees
0 min
Free survey, personalized to your family
0
Guided steps from learning to execution
0
States of attorney resources covered
Learn✦Organize✦Prepare✦Review✦Protect✦Learn✦Organize✦Prepare✦Review✦Protect✦
Value proposition

Stop paying thousands for work you can prepare yourself.

AssetsandTrust™ teaches families how to understand and prepare these steps independently — before seeking independent professional review.

Save
$3K–$10K+
Own
Your process
Protect
Family wealth
Most families pay professionals for
  • Learning how trust structures work
  • Understanding trustee responsibilities
  • Beneficiary planning
  • Asset organization
  • Preparation paperwork
  • Asset structuring consultations
  • Wealth planning consultations
  • Legacy planning preparation

Result: reduce unnecessary professional billable work, save thousands, protect family wealth intelligently.

The difference

Why pay thousands for preparation work?

Traditional Professional Process
  • Pay $3,000–$10,000+
  • Pay for consultations
  • Pay hourly for education
  • Pay for paperwork preparation
  • Professionals gather your information
  • Professionals explain basic concepts
  • Depend fully on professionals
  • Limited understanding of your own structure
AssetsandTrust Process
  • Learn independently
  • Understand every step yourself
  • Organize your own assets
  • Prepare your own wealth structure
  • Generate a complete preparation packet
  • Arrive fully prepared before meeting your attorney
  • Keep control over family wealth
  • Support your attorney with a clear framework
How it works

Six steps. One outcome.

01
Wealth Protection Survey

Answer guided questions about your family, assets, and legacy goals.

02
Personalized Family Structure Report

Receive a structured plan tailored to your situation.

03
Build Family Wealth Blueprint

Organize assets, beneficiaries, trustees, and distributions with premium worksheets.

04
Generate Attorney-Ready Trust Packet

The platform assembles a complete packet from your blueprint.

05
Connect With Independent Attorneys

Deliver your packet to an independent estate attorney in your state, sourced from public listings.

06
Attorney Executes Your Structure

Your attorney reviews and legally implements the framework you already built.

Educational overview

What a properly-structured plan can be designed to do

Educational only. The following are common capabilities of properly-structured trust plans as designed by qualified independent professionals.

Pay spouse monthly income for life
A properly-structured plan can be designed so that distributions continue automatically.
Pay children's tuition
Education distributions can be designed to trigger automatically.
Release inheritance at chosen ages
The person creating the plan permanently controls the timing.
Keep business running
A successor trustee can be designated to take over immediately.
Fund grandchildren
Future generations can be designed to receive distributions automatically.
Support religious institutions permanently
Charitable provisions can be designed to continue for generations.
Pay family mortgage
Asset-specific instructions can be included to protect the home.
Create a permanent family paycheck
Dynasty-style distributions can be designed to continue across generations.

Educational information only. AssetsandTrust™ does not draft trusts or create legal documents. Independent professional review is required to design and implement any legal structure.

One membership

Two Plans. One-Time Payment.

The Basic Trust for straightforward situations, or The Complete Legacy for families whose situation goes deeper. Take the free survey and we’ll recommend the right one.

$197Basic · one-time
or The Complete Legacy — $497 one-time
Start Protecting Your Family Wealth
Attorney Execution Network

Attorneys prepared to execute your structure.

Once your structure is complete, connect directly with attorneys prepared to review and legally execute the exact framework you already built. No phone tag. No starting from scratch.

Connect With Attorney Execution Network

Attorneys in the network provide legal execution services. Attorney fees, filings, and jurisdiction-specific work are billed separately by the attorney. AssetsandTrust™ prepares the structure — your attorney executes it.

your family is worth it

Build a legacy that lasts generations.

Prepare first. Review second. Protect family wealth intelligently.

Start Protecting Your Family Wealth