AP
AnchorPointTrusts

One published price

No hidden tiers. No upsells. No alternative pricing tiers shown here.

$2,500

Flat fee. One price. No hourly billing.

What's included

Every engagement includes these deliverables, period.

Trust agreementIncluded
Certificate of trustIncluded
CPA Orientation PackIncluded
Signing & next-steps checklistIncluded
Draft timeline5 business days after intake
Revision roundsTwo included
Bank/title formatting-revisionPromised

Pricing FAQ

Common questions about the $2,500 flat fee.

Is there a payment plan?

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No payment is collected until we confirm it's a fit. If you need to spread the fee, ask on the fit call.

What if you decline my application?

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If we decline, the refund is $0. We don't collect payment until we confirm fit, and we tell you clearly if it's not a match.

What's the refund window after payment?

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Defined refund window applies after payment. Details are provided at the point of payment confirmation. The core principle: if we decline, you pay nothing. If you decline after payment, the refund policy is defined and disclosed before you commit.

Why is there no hourly billing?

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Hourly billing creates an incentive to stretch work. Our flat fee means we're motivated to get you a clean, boring structure as efficiently as possible. Your CPA does the tax planning separately.

Start the application

The 2-minute fit-check comes first. We confirm fit before any payment is collected.

Apply for Consideration