Trust structuring · Flat $2,500
A trust structure you canactually live with.
For self-made business owners who want real protection, clean records, and calmer nights — without games, gimmicks, or loopholes.
The fee
one price · no hourly billing
Zero tax structuring on both alternatives above.
01 — The Concept
The most boring structure ever
Jeff's concept: a trust that does its job without creating a story anyone needs to explain.
Most trust structures are designed to look impressive. Ours is designed to be boring. When an auditor, a banker, or a court asks "Why does this exist?", the answer is simple: it holds things cleanly, it documents decisions, and it doesn't raise more questions than it answers.
That's what we mean by "the most boring structure ever." No drama, no scrutiny, no issues. Takes no time from the owner. Just a clean, explainable framework that works.
The Positioning"If you can calmly explain your trust to someone who doesn't like you, it's doing its job."
A quick picture
Before and after
Think of a family-run business with a few employees, trucks on the road, and money moving between personal and business accounts. On paper there's an LLC and maybe a trust. In real life, everything is mixed together. No one could really explain what belongs where, or why.
Before
- Personal and business spending blur together.
- Decisions that move real money are made over text and never written down.
- If someone asks what the trust is allowed to do, nobody has a clean answer.
After
The business account, the trust, and your personal money each have a job — and you can say what it is in one sentence.
The $40,000 truck purchase has a one-page record: who decided, when, and why.
The bank asks for a certificate of trust — you hand over one document, and the account opens.
That's what a disciplined, explainable trust structure looks like on a random Tuesday — not in a binder, in your week.
The process
How the AnchorPoint process works
Most trust setups fail because they're too clever on paper and too hard to live with in real life. Ours is intentionally simple and serious.
Phase 01
Eligibility intake
A structured application screens for fit before anyone commits. Urgent asset-protection cases, active litigation, and ideology-driven situations are screened out.
Done when: you have a clear yes/no on whether AnchorPoint is right for you.
Phase 02
Formation & execution
Drafts in 5 business days, two revision rounds, banking readiness, trustee orientation — so you know how to act inside the structure from day one.
Done when: your trust is executed, your banking is ready, and you've had a live walk-through.
Phase 03
Stabilization & support
Guided check-ins during the early stretch, then a clear hand-off so you know what "normal" governance looks like going forward.
Done when: you can answer "Can the trust do this?" without guessing.
02 — The Deliverables
What the $2,500 covers
A single published price. No hidden tiers. No upsells. No hourly billing.
Deliverables
- Trust agreement (revocable living trust)
- Certificate of trust
- CPA Orientation Pack
- Signing & next-steps checklist
Process
- Drafts in 5 business days after intake
- Two revision rounds included
- Bank/title formatting-revision promise
- Refund policy: $0 if we decline; defined refund window after payment
Ready when you are
The application takes about 2 minutes. You'll know within a few business days whether it's a fit. If it is, you're weeks away from a structure your bank accepts without blinking and your CPA can read in one sitting. If it's not, we tell you plainly and let you get back to work.
Start the Fit Check