Tier 1 Modules 1 thru 5
Tier 1 — Trustee Foundation
$29.99/month
Start strong with the essential foundation every trustee needs. This entry tier gives you Modules 1–5, guiding you step-by-step through trust creation, setup, and first filings.
✅ Create your EIN Trust
✅ Draft a Revocable Trust & Certificate
✅ File IRS forms 2848 & 8821
✅ Prepare your Non-Decedent Letter
✅ Open a Trust Bank Account & gather 1099 data
Clear, beginner-friendly lessons with templates, checklists, and examples included.
Benefits and Perks
Access to Group Chats:
Join a private space where you can participate in group conversations with other members.
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