Creating a Court-tested Irrevocable Trust in 3 Easy Steps

The 3-step process was founded by leading attorneys, CPA's, and Business Strategist's who take a holistic approach and advocate the best way to do things. That's why we can offer streamlined process and give you the strongest Irrevocable Trust available. There are no complex instructions to follow and nothing to download or print. Our online questionnaire will guide you step-by-step through our convenient process.

Ultra Trust
Irrevocable Trust Package.
Click here to enlarge

Our 3 - Step Process

Here's how it works:


Complete our Irrevocable Trust Questionnaire

Complete our simple questionnaire. Completing the questionnaire is Free. You can decide at the end whether or not to purchase your legal documents.

A Irrevocable Trust is not a set of generic forms, but a comprehensive Irrevocable trust that is dynamically personalized based upon your questionnaire answers. It contains advanced options which takes into consideration dozens of factors to personalize your Irrevocable Trust to protect your family.



We Review Your Answers

Our software creates your Irrevocable Trusts after your answers have been reviewed for spelling and grammar.



Final Wrap-Up of Your Irrevocable Trust

We send your Irrevocable Trust according to your selected shipping method. Your Ultra Trust Irrevocable Trust is printed on archival paper and presented in a Executive Leather estate planning binder. Simply follow our easy wrap up instructions to validate and fund your Irrevocable Trust.

Click here for a more detailed view of our 3-step Irrevocable Trust process

9:00am - 10:00pm ET 
Saturday and Sunday
10:00am - 6:00pm ET