Preserve Your Wealth. Protect Your Legacy.
A system built to help families secure their future and transfer wisdom, assets, and values across generations.
Welcome, Adam
Let’s Build Something Powerful.
What you’re looking at is a custom-built proposal created specifically with you in mind. You didn’t request this — but after learning about your goals and where you’re headed, I wanted to take the initiative and show you what’s possible.
This isn’t just a list of services — it’s a launchpad to your next level. Every element is crafted to make your journey smoother, more strategic, and built for lasting success.
Let’s make the vision real — step by step, system by system.
Let’s Build Your Legacy Business — Step by Step.
From securing your business name to launching a fully functional, client-ready trust system — I’ll handle the heavy lifting. This isn’t just support; it’s a done-for-you setup built for lasting growth. You’ll walk away with a polished brand, a solid legal foundation, and a powerful online presence designed to serve families and position you as the go-to professional in legacy planning.
What We Can Build for You
Step 1: Business Launch
- LLC Formation
- EIN
- Compliance Setup
- Branding and Logo
- Email Setup
- Business Cards
Step 2: System Build
- Website (5 Pages)
- Application Form
- Online Booking/Calendar
- Document Uploads
- CRM + Client Tracker
- Branded Digital Brochure
Legacy Launch Package
One-Time Investment
Get legally established, professionally branded, and business-ready.
- ✅ Business Name Registration Support (LLC, EIN)
- ✅ Compliance Setup (Privacy Policy, Disclaimers)
- ✅ Business Email Domain Setup
- ✅ Logo Refinement + Brand Board
- ✅ Business Card + Digital Letterhead
- ✅ Full Startup Checklist (Guided)
- ✅ 1-on-1 Setup Sessions
Legacy Builder System
One-Time Investment
Your complete system to present, book, and serve clients automatically.
- ✅ Full Website (5 Pages)
- ✅ Mobile + Desktop Application Form
- ✅ Service Copywriting Support
- ✅ CRM + Client Tracker Integration
- ✅ Online Booking System
- ✅ Secure Document Upload
- ✅ Branded Digital Brochure (PDF)
- ✅ Mobile Optimization
- ✅ 6 Months Support + Revisions
Why This System Works for You (and Everyone You Serve)
Powerful, professional, and built to grow.
- Clean, trustworthy, mobile-friendly design – Make a strong impression whether someone finds you on a laptop or a phone.
- Educates and attracts new leads through blogs/videos – Turn your insights into consistent inbound traffic and credibility.
- Allows for online consultation booking – Clients can apply, schedule, and connect — without back-and-forth messaging.
- Secure document handling and client intake – Built-in systems for private, professional interactions with families.
- Brand authority in the financial and legacy planning space – Become the go-to local expert on wealth protection and estate planning.
- Long-term scalability – Easily expand with new services, experts, and income streams as you grow.
- A platform you can grow with – This isn’t just a website — it’s a legacy system you own.
What This Business Can Do for You and Your Circle
Starting A.P. Trust & Legacy is more than a service — it’s a calling.
- Turn Your Vision Into Value – You’re building something that doesn’t just look good — it serves families, protects their peace, and builds real wealth.
- Create Ownership & Freedom – This business is a foundation that can bring income, independence, and generational opportunity.
- Inspire Others – Your friends and family will see the blueprint — and believe they can build, too.
- Build a Reputation That Lasts – As you help families protect what matters most, your name becomes synonymous with trust.
- Empower Your Community – Whether you’re helping someone avoid probate or start their first trust, every client you serve becomes part of a bigger legacy.
Bonus Feature: Educational Resource Library
Provide free or gated access to helpful, credibility-boosting tools and content:
- Trust vs. Will videos – Clear explanations that break down complex choices.
- State-specific inheritance tax info – Tailored insights based on local laws.
- PDFs or slideshows on asset protection – Visual guides to smart wealth defense.
- Quick “What to Know” guides – Bite-sized tips for busy clients.
- Inquiry form for deeper help – Easy contact for one-on-one support.
LEGACY GROWTH ADD-ONS
Enhance your brand, attract more clients, and educate your audience.
Choose one or more to grow your reach and revenue:
Lead Magnet Download
FREETurn knowledge into leads with a branded downloadable guide like
“Top 5 Reasons You Need a Trust Today.”
Social Media Starter Kit
Launch with confidence using 10 branded templates, 3 professional captions, and bio/page setup for Facebook, Instagram, and LinkedIn.
Email Follow-Up System
Automate your communications. We’ll create an email sequence that follows up with applicants, nurtures leads, and keeps clients engaged.
Workshop Setup Kit
Host a live or virtual event with everything done for you: custom flyer, slide deck, landing page, and Eventbrite setup.
Services You Can Offer
Once your trust system is fully built, you'll be equipped to offer high-impact services that protect assets, preserve wealth, and build generational legacy. Here's a snapshot of what your clients can request through your platform:
Trust Formation
Help families establish revocable or irrevocable trusts for asset protection and legacy planning.
Asset Protection Strategies
Implement proven legal structures to shield wealth from risk and ensure long-term financial security.
Inheritance Tax Education
Guide clients through the complexities of inheritance and estate taxes to support informed planning.
Estate Planning Templates
Provide ready-to-use legal forms and templates to streamline the estate planning process.
Living Will & Power of Attorney
Support clients with professional tools and guidance to secure medical and financial decision-making.
Community Wealth Building
Lead strategy sessions to grow generational wealth through property ownership, business structuring, and trust-based planning.
Let Us Know What You Think
Drop your thoughts or ideas below — whether it’s something you’ve dreamed of doing or just want to explore. We’ll help bring the vision to life.