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 Waitlist by completing the form below.
Note that priority is given first to those that have secured their Private Family Foundations and made no-obligation, fully-refundable deposits.
Your priority comes after those mentioned above and is based on the date and time of your completion of the form below.
Should you decide to upgrade your priority and make a non-refundable deposit, you can click here and upgrade at any time. Note that your priority will rise to Priority and will be based on the date and time that your payment was received.
To get started now, simply, complete the short Application Agreement. We’ll be in touch with your next steps.
We look forward to working with you!
Note: We may be physically sending some documents, so we do need your best mailing address.
Let's Get Started!
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.
