Trust & Administrative Services

Complimentary 30min Discovery Call

If you’re unsure where to begin, that’s perfectly okay.

If you are ready, I can take you all the way.

Let’s start with a simple conversation—
and we’ll determine the right next step together.

Private Consultation

1 Hour Consultation — $350

A focused video conversation designed to help you:

• Comprehend your desired structure & outcome

• Assist you in seeing your Vision clearly

• Identify gaps, risks, or opportunities

• Gain clarity on next steps

You’ll leave with a clearer understanding of

how to move forward.

Working Session

One-Hour Working Session — $450

A focused working session for simple trust administration updates and short document creation.

This session is ideal when you already know the specific change that needs to be made and do not require a comprehensive review of the underlying trust structure.

Examples may include:

• Adding or removing a Trustee or Successor Trustee

• Updating or changing a beneficiary designation

• Preparing a simple trust amendment or administrative document

• Updating appointments, roles, or other straightforward trust provisions

• Preparing other short documents related to the ongoing administration of an existing trust

The Working Session includes up to one hour of focused consultation and document preparation for a clearly defined administrative matter.

This session is not intended for complex amendments, structural changes, tax analysis, or review and interpretation of an entire trust. Matters requiring a broader evaluation of the trust should be scheduled as a Comprehensive Trust Review.

Educational and administrative support only. This service does not constitute legal, tax, or financial advice.

Comprehensive Structure Review

2 Hours + — $1000

A deeper dive into your existing or intended setup:

• review of trusts, assets, and overall structure

• identification of inefficiencies or vulnerabilities

• guidance on how to simplify and strengthen your framework

*Includes follow-up notes and recommendations.

Trust Administration:

Review, Ledgering, Amendments and Minutes 

4 Hours — $1800

You received a binder of papers, yet are unsure how to "live out of it"?

For trustees who want to confidently learn how to administer their trust correctly.

Includes:

• Review of current trust instruments and administrative gaps

• Step-by-step guidance on trust administration practices

• Ledgering, minutes, amendments, and internal documentation

• Live document creation during session as needed

• Documents and tools pulled from my private document library and tailored to fit your needs

This is a working session designed to equip you with real administrative confidence.

Please schedule a 30min Clarity Call as a first step.

Complete Trust Creation 

$4,500- $12,000 investment per Trust

For those building a full trust structure with or without LLCs,
I offer continued support throughout the process of implementation and stewardship.

This may include the development of a complete family of trusts framework — thoughtfully layering living, property, activity, and legacy trusts into a cohesive system.

Each trust is designed with intention,
supporting clarity, separation, and long-term continuity across your assets and legacy.

Revocable Living/Business/Holding Trusts

Irrevocable Legacy/Family Estate Trust

508(c)(1)(a) Ministry Overlay

Auto Trust

Private LLC & Operating Agreement

Holding Trusts

Trust creation begins with a discovery call, a plan and a proposal.

Please schedule a 30min Clarity Call as a first step.

Ongoing Trust Administration Services

Fees based on Scope of Work

For those who want to embrace this path and feel overwhelmed by the Administration, I'm here to help create peace of mind for you, that your Trust Ledger, Minutes, Transfer documents and whatever may come up in your life, is correctly documented and archived in the necessary ledgers across your family of Trusts.

Please schedule a Comprehensive Structure Review first. That will determine the scope of ongoing work.

Disclaimer & Voluntary Participation

Sui Juris Trusts is an educational and private consulting resource created for independent men and women who are seeking greater understanding, structure, stewardship, and lawful private administration.

We are not attorneys, financial advisors, tax professionals, investment advisors, or licensed fiduciaries. Nothing on this website, in our courses, consultations, documents, templates, trainings, communications, or private discussions shall be construed as legal, financial, tax, investment, or professional advice.

All information shared by Sui Juris Trusts is for educational, informational, and private study purposes only. Each participant remains fully responsible for their own decisions, filings, documents, notices, financial choices, trust administration, and lawful standing. We strongly encourage all participants to conduct their own due diligence and seek the counsel of qualified professionals where appropriate.

We are fellow independent truth seekers, private stewards, researchers, and educators. Our work is offered in the spirit of stewardship, structure, legacy, private education, and personal responsibility.

All purchases, course enrollments, consultations, document reviews, templates, digital materials, and related offerings are entered into voluntarily. By purchasing or participating, you acknowledge that you are doing so by your own free will, after your own review and discernment.

Due to the private, educational, digital, and time-based nature of our offerings, all sales are final and non-refundable unless otherwise expressly stated in writing. Access to materials, consultations, trainings, or document resources does not guarantee any specific legal, financial, tax, administrative, or personal outcome.

By using this website or purchasing from Sui Juris Trusts, you agree that you are responsible for your own actions, interpretations, implementation, and results.