Comprehensive Trust Solutions

Get an all-inclusive trust package tailored for your needs—secure your legacy today with expert service.

Trust Services

Comprehensive trust package tailored to your specific needs.

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a wooden bench sitting on the shore of a lake
Living Trust

Drafting and preparing essential trust documents for you.

a snow covered mountain with a building on top of it
a snow covered mountain with a building on top of it
a person sitting on a chair
a person sitting on a chair
a small wooden church with a steeple on top of a snowy hill
a small wooden church with a steeple on top of a snowy hill
Will Preparation

Ensure seamless asset transfer with a pour-over will.

Trust Bookkeeping Services

We ensure accurate financial records for your trust, covering income, expenses, and transactions.

a man standing in an office holding a box
a man standing in an office holding a box
Comprehensive Record Keeping

Maintain organized financial records for your trust with our expert services.

Expert Financial Tracking

Track income and expenses efficiently to ensure your trust's financial health.

EIN Acquisition Assistance

Help in obtaining unique EIN for your trust from the IRS efficiently and accurately.

Trust Annual Accounting Experts

We specialize in detailed annual accountings, ensuring transparency and compliance for your trust's financial activities.

person using silver MacBook
person using silver MacBook

150+

15

Trusted by Clients

Expert Guidance

Trust Tax Filing Services

Expert preparation and filing of Form 1041 for your trust, ensuring IRS compliance.

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black smartphone on white pad
Annual Tax Return Filing

Accurate reporting and compliance with IRS regulations for your trust's tax obligations.

IRS Compliance Assurance

We ensure your trust meets all IRS requirements for annual tax filings and reporting.

Expert Tax Preparation

Professional assistance in preparing and filing your trust's annual tax return accurately.

Trust Document Services

Comprehensive trust document preparation, Bookkeeping, Annual Accounting and Annual Tax Filing of Form 1041 for $1200.

Transparent Pricing Model

Includes all necessary document preparation and filing fees for your trust.

Professional Support Offered

Expert assistance for any additional services or complexities that may arise.

Trust Value Limit

This quote applies to trusts valued under $500,000 for efficient processing.

Trust Services

Professional and comprehensive trust package tailored to your needs.

The trust package was seamless, making the process easy and stress-free.

John Smith
a rope with a buoy attached to it on a beach
a rope with a buoy attached to it on a beach

Los Angeles

I appreciated the thoroughness of the trust package; it covered everything I needed.

pile of stones
pile of stones
Emily Davis

New York

★★★★★
★★★★★