Charter Membership
Our highest level of ongoing Membership support for families seeking continuity, accessibility, and peace of mind.
- Access to educational resources and our Trusts Simplified (Video Library)
- One (1) 60-minute Initial Trust Consultation
- Five (5) 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.
