Preferred Membership

Designed for members who value additional responsiveness, guidance, and coordinated support over time.

• Access to educational resources and our Trusts Simplified (Video Library)
• One (1) 60-minute Initial Trust Consultation
• Three (3) Trust Change Requests (TCRs) per year (*only for Trusts that we work on and prepare)
• Trust reprinting costs are separate
• Preferred scheduling priority
• Access to select Member events and programming

🔒 All transactions are secure and encrypted.

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