Trust Guard

Laws change, policies change and opportunities change. The best way to remain in compliance with these changes is to allow your Trust to adapt to this shape-shifting legal climate.

Most Trusts are written once and then forgotten. They’re rarely ever updated, which could potentially lead to legal issues in the future.

To ensure that your Trust is always up-to-date and most effectively protects all parties, we’ve created TrustGuard™, our exclusive Trust review and update service.

Throughout the year, we assemble our TWS Review Board to discuss current and potential changes to laws and policies that may impact your Trust and the way it’s operated.

Should changes and modifications be recommended, we’ll advise you of such enhancements, and with your express permission, we will update your Trust documents accordingly.

TrustGuard™ is included with your Personal and Business Trusts for a full year. After that, it’s available for a nominal annual fee.

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A Common-Sense Disclosure:

Here at Total Wealth Strategies, we're committed to providing amazing tools and services to improve your business and your life.

We're not accountants or attorneys, so we're absolutely not providing accounting or legal advice. We just want to share this incredible information with you because we know it will help you fulfill your mandate to make a bigger, better difference on the planet.

That said, we work directly with a team of qualified professionals including some of the most talented tax and legal authorities who can help you evaluate how this structure will apply to you. Additionally we enthusiastically recommend that you perform the appropriate due-diligence before implementing any structure change.