Experienced Trust & Wealth Management Consultants

Protect What Matters Most

CF iMacPlaceholder_clipped_rev_1 png

Customized Trusts To Protect Your Assets

Our simple and modern approach helps families across the United States implement the same strategies used for generations by some of the wealthiest families in the world. Let us help you take control of all aspects of your estate, giving you peace of mind knowing you're protected!
Every trust we create is customized to meet your specific needs and goals. From helping avoid the costly and time consuming process of probate, to shielding your assets from lawsuits and creditors, the power of a properly structured trust is unmatched! We'll set up your trust and teach you how to live like Nelson Rockefeller, who is famous for saying "Own Nothing, Control Everything!"

CF iMacPlaceholder_clipped_rev_1 png

benefits of the estate blueprint trust

Lasts For Generations

Our trusts are uniquely designed to last for generations! There's no need to start over with each generation. We are truly creating something to have impact beyond measure while at the same time sharing knowledge that not only protects your assets, but future generations as well. Probate on average takes 11-15 months and by the time the dust settles can have eroded the value of your estate by as much as 40% - all of this is avoided by using our trusts!

Save Thousands

When you hire an attorney, not only are you paying $4,000 - $6,000 to set up your trust, you'll also be paying annual "maintenance" fees. We can help you cross that finish line for a fraction of the cost. And once your trust is set up, we teach YOU how to manage it. That means no ongoing fees! We want to empower everyday people to enjoy the benefits of utilizing trusts to hold their assets and give them knowledge that can be passed down for generations.

shutterstock_1765088243_clipped_rev_1 png
shutterstock_1765088243_clipped_rev_1 png

An Estate Blueprint Trust Is for everyone 

Whether You Work A 9-5 Earning An Average Salary, Are Retired And Drawing Social Security, Own A Multi-Million Dollar Real Estate Portfolio, Or Maybe Work In A High Risk Profession - Like A Doctor Worried About Malpractice Lawsuits, The Estate Blueprint Trust Is Hands Down The Most Powerful Tool To Help Protect Your Assets And Ensure Your Future Wishes - And It's Protected By The Constitution, Even From State And Federal Governments!

.

Shape svg

Estate Blueprint Enables Wealth Preservation

CF iMacPlaceholder_clipped_rev_1 png

We Put You In The Driver's Seat

Wealth preservation is more than just fighting off lawsuits and creditors. The average persons' wealth is constantly under attack. Taxes, inflation and probate are just a few examples of how even by "playing it safe" your wealth is slowly being eroded by silent forces. Our Estate Blueprint Trusts provides the framework for minimizing or even eliminating these unwelcome obstacles.

Learn how YOU can apply the financial secrets used by the ultra wealthy for generations.

MAINTAIN CONTROL

You are in the driver's seat. We're just here to help you navigate. We'll help you establish your trust and give you a customized blueprint to achieve your goals. A well constructed trust allows you to maintain control over your assets while still ensuring your heirs don't suffer the pains (and expenses) of probate

BECOME LAWSUIT PROOF

Nelson Rockefeller is famous for saying "Own Nothing, Control Everything." Learning from his example, our Estate Blueprint Trusts allow you to follow in those footsteps which shields your assets from lawsuits.

BUILD GENERATIONAL WEALTH

We are passionate about seeing you succeed! That's why for free, we will hold your hand and show you how to maximize your current cash flow, become debt free in less time than you ever thought possible - including your mortgage, and create wealth that multiplies with each future generation!

OPTIMIZE YOUR TAX OBLIGATIONS

Taxes are one of the biggest drains on our ability to accumulate and grow wealth. As part of your Estate Blueprint you'll learn how you can easily reduce your tax obligations, keeping more of your hard earned money in YOUR pocket! In many cases it is easy to reduce your obligation to zero! Imagine the impact of being able to keep your entire paycheck.

Our Simple Process Designed For everyday Families

stock5 jpg

No multi-million dollar fortune needed

Start with a free consultation to determine what your goals are and how we can help you reach them. We'll get to work building your customized Estate Blueprint and Trust. We'll help you transfer assets to your new Trust and teach you how to administer everything.

  • No daunting or complex paperwork
  • ​No ongoing fees
  • ​Become 100% Lawsuit Proof

When We say,

own nothing, control everything

We really mean it.

Your Estate Blueprint Trust and You become totally separate, and THAT is a good thing! Your Trust cannot legally be held liable for ANYTHING that YOU do. It cannot be taxed based on YOUR income. And when you pass, it wont get pulled into probate. 100% separation. BUT, you are in complete control of EVERYTHING held in the trust.  

CF iMacPlaceholder_clipped_rev_1 png

Estate Blueprint Trust - © 2024 All Rights Reserved