A personally tailored Titan Trust strategy, with four coordinated structures, individualized document preparation, and the deliberate attention your family's authority, property, and mission deserve.
RESERVE A PRIVATE CONSULTATION — $9760 minutes · Your $97 is credited if you enroll within 10 days after your consultation · Engagements from $9,997
a trust. It's a trust
strategy.
The Titan Trust framework considers how private trust instruments, the registered name, and a declared mission can be deliberately organized into a cohesive structure. Each document has a role. Each role is considered in relation to the whole.
Our Done For You engagement brings that framework into an individually prepared portfolio, coordinated through a private-client process rather than left for you to assemble from templates.
One intentional architecture.
Your starting engagement includes a complete private family trust, two individual tradename trusts, and a church beneficiary structure. The final arrangement is tailored during private intake and may be adjusted to suit your specific needs.
Foundational private governance, asset and beneficiary schedules, succession, and stewardship.
A separately documented tradename structure with affidavits, authority instruments, and IRS administrative materials.
A second individually prepared tradename structure, appropriate to the selected client arrangement.
Mission-centered founding materials, purpose, covenant, and supporting documentation for the intended beneficiary structure.
Your four-entity starting scope can be modified by mutual agreement. Additional structures and services are separately quoted.
document collection.
The collection is prepared to reflect the decisions and identifying details confirmed during your engagement. Below is the scope of the standard four-entity portfolio.
An individually prepared family trust document set, organized around your selected trustees, beneficiaries, property information, and intended purpose.
- Trust Indenture and Certificate of Trust
- Schedule A — assets and Schedule B — beneficiaries
- Fee / administrative schedule
- EIN application support and confirmation record organization
- Signing, notary, and permanent-record instructions
Two separate tradename trust sets, each prepared with the documents required by the agreed engagement.
- Tradename Trust Indentures, Certificates, Schedules A & B
- Non-Decedent Age of Majority Affidavits
- Powers of Attorney / authority documents
- IRS Forms 56 and 2848, as applicable
- EIN records, CAF-related cover letters, and submission instructions
A mission-centered founding collection designed to articulate the church beneficiary's declared purpose and guiding principles.
- Founding Document and Mission Statement
- Covenant, Purpose and Calling
- Creed, Prayer / Blessing, and activities documentation
- EIN application support and confirmation records
- Execution and client-record instructions
A considered execution experience that makes the details of signing, returning, and maintaining your documents easier to follow.
- Organized physical document portfolio
- Individualized execution and notarization checklists
- Clearly identified client and return copies
- Prepaid return envelope, as applicable
- Administrative packet preparation and completion summary
The exact forms, signing copies, and administrative services are established in your written private engagement agreement; agency issuance or acceptance is not guaranteed.
from discovery to handover.
Your role is to provide accurate direction, review your documents, and complete the signatures and submissions that require your action. Our team coordinates the agreed document-preparation and administrative steps around those decisions.
Begin with an intake focused on your objectives, records, family, trustees, beneficiaries, and intended structures.
Confirm the four-entity starting arrangement and any authorized adjustments or additions.
Your trust instruments, schedules, supporting affidavits, and administrative materials are individually prepared.
Receive an organized packet with clear instructions for review, signing, notarization, and required returns.
Complete the agreed administrative steps and receive a final handover with 60 days of post-delivery support.
Behind the scenes of a completed Titan Trust package are dozens of individualized details: the order of the documents, notary instructions, execution copies, return packets, and permanent files.
We organize the collection so you can work through it with clarity and understand what happens next.
- Clearly marked signing and notarization instructions
- Document-by-document checklists
- Client record and return-copy organization
- Specific instructions for IRS materials and follow-up
Built for today.
Supported for what comes next.
Establishing your Titan Trust is an important beginning. Understanding how to administer your structures as your circumstances evolve is just as important. Your Done For You engagement includes complete access to the Titan Trust DIY educational program and continued access to our regular Live Q&A sessions. You'll benefit from the individualized preparation of your documents while gaining the knowledge and ongoing educational community to help you navigate the years ahead.
The complete Titan Trust DIY program is yours.
Even when you choose to have our team prepare your documents, understanding your trust architecture matters. You'll receive complete access to the Titan Trust DIY course, including its educational lessons, document examples, templates, and instructional resources.
Explore the framework, understand the purpose of each structure, study the administrative process, and develop greater confidence in your role as a trustee and steward. Our team handles the agreed document preparation while you gain the education to understand what you've established.
Your questions don't end when your package is delivered.
Families grow. Property changes. New opportunities arise. Administrative questions can surface long after your original documents are signed. That's why your private engagement also includes access to our regular Titan Trust Live Q&A sessions.
Join the live community, bring your questions, revisit the principles, and continue developing your understanding of the Titan Trust strategy as your circumstances evolve. This educational access continues beyond your initial 60-day post-delivery project support.
Your continued connection to the strategy.
Dates shown reflect the currently announced schedule. Additional sessions will follow the published program calendar. Live Q&A participation links are sent to eligible members on the morning of each session. Dates and times are subject to change.
A thoughtful strategy should continue to serve you as your life, property, and mission evolve.
Your engagement includes 60 days of direct post-delivery project support. Continued access to the Titan Trust educational library and recurring Live Q&A sessions is a separate educational benefit, subject to the applicable program access terms and session availability.
Every Titan Trust Done For You engagement
begins with understanding the people,
property, and purpose the structure
is intended to serve.
During your private, 60-minute consultation,
you'll meet with Leslie Plettner or
Rachelle Ruby, Conscious Contracting
Stewards who bring their own experience,
perspective, and commitment to
intentional self-governance.
Together, you'll explore your objectives,
discuss the foundational four-entity
strategy, and consider additional
structures tailored to your family,
property, or mission.
This is an opportunity for a meaningful
conversation about what you want to
accomplish, the options available
through Titan Trust, and whether
our private-client experience is
the right fit for you.
With more than 25 years of leadership
development experience across public
and private sectors, Leslie brings
a distinctive combination of strategic
thinking, emotional intelligence,
and disciplined self-governance
to her work.
Her approach recognizes that
meaningful independence requires
more than understanding documents.
It calls for clarity of purpose,
personal responsibility, and
the confidence to make deliberate
decisions.
Leslie helps individuals approach
important conversations about
family, authority, and stewardship
with composure, insight, and
thoughtful attention to the
structures they wish to establish.
Rachelle's work is rooted in the
relationship between inner authority,
conscious choice, and the structures
through which we organize our lives.
Through her work with Wild Meridian
and her stewardship within Conscious
Contracting, she brings a deeply
attentive perspective to questions
of purpose, alignment, boundaries,
and personal responsibility.
Rachelle understands that a private
trust strategy should reflect the
principles and priorities of the
people establishing it.
She approaches each conversation
with care, helping individuals
explore the relationship between
their intentions, their mission,
and the practical framework
needed to support them.
Leslie and Rachelle are your initial points of contact, helping you explore the trust architecture and private-client services best aligned with your objectives.
60-minute private consultation. A $97 reservation fee applies and is credited in full toward your Titan Trust Done For You engagement when you enroll within 10 calendar days following your completed consultation. Appointments may be rescheduled with at least 24 hours' notice. Missed appointments and cancellations with less than 24 hours' notice forfeit the reservation fee and enrollment credit.
answers before
you begin.
Every private engagement is unique. Below are answers to some of the questions we hear most often. Your personal consultation is an opportunity to discuss your circumstances, explore the Titan Trust framework, and understand what your individual engagement would involve.
Reserve Your Private ConsultationWhat is included in the $9,997 starting engagement?
Your starting engagement includes four coordinated structures: one Private Family Trust, two individually prepared Tradename Trusts, and one Church Beneficiary structure.
The service includes the agreed trust documents, founding materials, schedules, affidavits, IRS administrative paperwork, signing instructions, and an organized document portfolio. You'll also receive a guided handover and 60 days of post-delivery project support.
The exact deliverables are confirmed in your written private engagement agreement.
Can the four-entity package be customized?
Yes. The four-entity structure is the starting point, not a rigid configuration. Your circumstances, objectives, and desired adjustments are considered during private intake and documented in your written engagement. Material additions or substitutions can change the total price.
Are real estate or vehicle trusts included?
Real estate trusts, vehicle trusts, and other specialized structures are available as additions to your private engagement.
These structures are not included in the standard $9,997 starting package. Additional fees depend on the number of structures, documentation requirements, and complexity of your individual arrangement.
During your consultation, Leslie or Rachelle can help you identify which additional services you would like considered for a custom quote.
Do I need to sign or notarize anything myself?
Yes. Although our team prepares and organizes the agreed documentation, certain actions must be completed personally by you and any other required parties.
Your document portfolio includes individualized signing instructions, notarization guidance, execution checklists, and directions for returning the required documents.
We coordinate the preparation so you understand which documents require your attention and what happens after they are returned.
What happens with the EIN and CAF paperwork?
Your engagement includes preparation and coordination of the agreed EIN-related documentation and applicable IRS administrative materials, including Forms 56 and 2848 where appropriate.
We organize the required documents, provide submission instructions, and coordinate the administrative steps expressly included in your engagement.
IRS processing, EIN issuance, CAF assignments, acceptance, and response times remain subject to the agency's procedures and determinations. No specific agency outcome is guaranteed.
What support continues after the portfolio is delivered?
Your Done For You engagement includes 60 days of post-delivery project support.
During this period, you can ask questions about your prepared documents, execution instructions, and agreed administrative next steps.
You also receive access to the Titan Trust educational resources to help you understand and operate your trust structures moving forward.
Additional document preparation, new structures, or services beyond the agreed engagement are separately arranged.
Why is there a $97 consultation fee?
Your 60-minute consultation reserves dedicated time with Leslie or Rachelle to discuss your objectives, answer questions, and explore whether the Done For You experience is right for you.
We value your time and ours. The reservation fee helps ensure that appointments are honored and that every client receives our focused attention.
If you choose to enroll in a Titan Trust Done For You engagement within 10 calendar days after your completed consultation, the entire $97 fee is credited toward your investment.
Can I reschedule? What if I miss my appointment?
You may reschedule your private consultation with at least 24 hours' advance notice.
Missed appointments and cancellations made with less than 24 hours' notice forfeit the $97 reservation fee and the associated enrollment credit.
These policies allow us to reserve dedicated appointment times and provide thoughtful, uninterrupted attention to every prospective client.
Love the strategy?
Prefer to hold the pen?
Perhaps you're ready for the Titan Trust strategy, but prefer a more hands-on approach to building it. Our Titan Trust DIY program gives you the education, templates, and step-by-step instruction to prepare your own trust structures at your own pace. You'll take responsibility for the preparation and administrative work, with the Titan Trust framework to guide you through the process. An accessible way to begin building your private architecture while remaining directly involved in every decision.
YOUR HANDS-ON EXPERIENCE. Explore Titan Trust DIY
A self-directed alternative to our Done For You service.
Your vision deserves more than a standard solution.
The Titan Trust Done For You experience is designed for those who recognize the importance of establishing a thoughtful structure for their family, property, and mission.
Our four-entity package provides the foundation, but your individual circumstances determine the details. From the selection of trustees and beneficiaries to additional real estate, vehicle, or purpose-specific trusts, your final architecture is shaped around your objectives.
During a dedicated 60-minute consultation with Leslie Plettner or Rachelle Ruby, you'll explore the framework, discuss your priorities, and receive a clear explanation of the available services, customization options, and next steps.
A considered beginning to a carefully prepared engagement.
One hour devoted to your vision.
Your entire $97 consultation fee is credited toward your Titan Trust Done For You engagement when you enroll within 10 calendar days following your completed consultation.
Your Appointment Reservation Your appointment is reserved exclusively for you. Rescheduling requires at least 24 hours' notice. Missed appointments and cancellations with less than 24 hours' notice forfeit the $97 reservation fee and associated enrollment credit.
Give your vision the structure it deserves.
Structure · Stewardship · Freedom
Your family, your property, and your mission deserve a framework prepared with intention. The Titan Trust Done For You experience brings together individually prepared trust documents, coordinated administration, and a carefully guided execution process. We begin with the foundational four-entity architecture and tailor the final engagement to the structures you choose to establish.
Additional trusts and customized arrangements are quoted separately. Final pricing reflects the number and complexity of your structures.
Reserve Your Private ConsultationA dedicated 60-minute consultation with a Conscious Contracting Steward. Your $97 reservation fee is credited toward your Done For You engagement when you enroll within 10 calendar days following your completed consultation.
