The new WealthSpring™ Personal Trust is expected to be available to new clients in early October 2022. Access to individual licenses is limited and will be awarded to qualified applicants on a first-come, first-served basis.
You can secure your place on the Priority Waitlist with a no-obligation, fully-refundable $5,000 USD deposit, which will be held in our escrow account until your Trust is made available to you.
Priority is based on the date and time your funds are received by our bank. We will accept payments via wire transfer or ACH payments. Given the refundable nature of the deposit, we are not accepting credit card payments.
To get started, simply click the button below, complete the short Application Agreement and make your payment. We’ll be in touch with your next steps.
We look forward to working with you!
Note: For your convenience, this is a fillable PDF file.
Please download, open on your desktop, then save and email to Support @ TotalWealthStrategies.com.
YES! Get Me on the Priority Waitlist!