Determining Your Needs.

We have provided explanations of Beneficial and Business Trusts to help you decide if you should you order a Spendthrift Beneficial Trust or both the Spendthrift Beneficial and Business Trusts.

If you are still not sure if you need a Business Trust, please contact us and tell us your situation. We will be able to tell you if a Spendthrift Business Trust will benefit you.

Beneficial Trust

If the purpose of the Trust is for the protection of your personal estate and assets along with tax deferral of passive income, then you will want to order a Spendthrift Beneficial Trust.

Beneficial and Business Trust

If in addition to your personal estate and assets you also own a business, maybe an S Corp, C Corp, and LLC, you will likely benefit from a Business Trust also. A Business Trust is a legal instrument that allows you operate a business through a vehicle that permits income to pass through with tax savings. The Business Trust dovetails perfectly with the Beneficial Trust in order to protect all your assets and maximize your tax deferment.

Your Spendthrift Trust

Trust Cost.

Please call 817-517-7145 for pricing. Payment is due in full up front.

Under some circumstances, Independent Financial Services will allow the cost to be made in payments, but the Trust document will not be ordered and released until paid in full.

Make a Payment to Order a Spendthrift Trust.

To start the process of ordering your own Trust, click the appropriate order link. Once IFS receives the completed electronic order form and payment is validated, your Trust will be ordered, registered and printed by the law firm and mailed to the location of your choice.

You will be given a password to access the client portal on the IFS website. The client portal will give you step-by-step instructions on activating and setting up your Trust.

Order Your Trust.

Make a Special Trust Order

Make a Trust Payment

— OR Pay your Annual Professional IFS Assistance Fee.

When you have completed the order form(s) above for your Trust(s), use this link to pay for it. Or if you already own a Trust, you may use this link to pay your Annual Professional IFS Assistance Fee. Clients paying by credit card must add an additional 3% credit card transaction fee. 

“They have won my trust and confidence.”

Independent Financial Services has taken care of my Trust filings for the last seven years. Each year IFS accurately files both my Beneficial and Business Trust tax returns and correctly completes all my financials and demand notes. The Senior Executive at IFS has an extensive and impressive background in accounting and tax filing for Trusts. They have won my trust and confidence. I heartily recommend the professional Trust services and advice that IFS provides.

Kent McRee