A is a legal arrangement that owns your property for you, so it is no longer sitting in your own name. Build one here, along with the structure that goes around it: a to hold your assets, and an to run the business and carry the risk.
Why it matters: while your home, your accounts, and your business all sit in your personal name, one can reach all of them — and this only works if it's set up before a claim exists.
Ownership flows up — liability stays down
Strip away the legal language and that's the whole mechanism. You put property in. Someone you name manages it under rules you write. People you choose receive it. Everything else — the paperwork, the banking, the tax treatment — is detail hanging off those three roles.
The . That's you. You own the property today, and you're the one deciding to hand it over and set the terms.
Once you've written the rules, your say in them depends entirely on which type of trust you chose.
The . They hold legal title and sign on the trust's behalf, but they cannot treat any of it as their own.
They're bound by — spend trust money on themselves and they can be sued personally for it.
The . Your children, a spouse, a charity — or, with some kinds of trust, you.
You decide not just who, but when and under what conditions.
The moment property moves into a trust, it stops being yours in the eyes of the law and becomes the trust's. That single shift is what everything else depends on — and it's why a trust nobody ever transferred anything into does nothing at all.
A trust earns its keep in specific moments, not in the abstract. These are the ones that come up most.
Everything you own goes through — a public court process that commonly runs months to over a year, with fees, before your family can touch any of it.
Your trustee distributes according to your written instructions. No court, no public filing, no waiting period.
Anything held in your personal name is reachable once there's a — home equity, accounts, business interests.
Property that legally belongs to an is not yours to surrender, which makes it substantially harder to reach.
A will hands over everything in one lump, at whatever age your state sets. No conditions, no staging, no second chances.
You set the terms: staged at 25, 30 and 35; released for education or a first home; or left to your trustee's judgment.
Each state can require its own separate probate for the property sitting inside it — three processes, three sets of fees, three timelines.
The trust owns all three. One set of instructions covers every property regardless of which state it's in.
Your name sits on the deed and the company filing, searchable by anyone who thinks to look.
The trust is the owner of record. Your proves authority to a bank without exposing your terms or beneficiaries.
Nothing here requires you to know the terminology in advance. You answer questions about yourself and what you own; we handle the drafting.
A short quiz points you to the right structure. If you already know what you want, skip it and go straight to the questionnaire.
2 minutesYour name, who you want in charge, who inherits, and what the business does. Progress saves automatically, so you can stop and come back.
About 20 minutesYour answers generate the full package — formatted the way banks and attorneys expect, with signature and blocks already in place.
Done for youYou get a checklist for signing, opening bank accounts, and moving assets in — the step called .
GuidedA single does all three jobs at once. So when it gets sued, everything it owns is on the table — because the same company that took the risk also holds the assets. Separating those jobs is the entire point.
| What happens | Single LLC | LLC + Trust | The Fortress |
|---|---|---|---|
| Operating company gets sued | All assets exposed | Assets exposed | Assets sit above the suit |
| Your name on the public filing | Yes | Partially | Trust is the member of record |
| Business credit builds separately | Tied to you | Tied to you | Two credit files, tiered |
| Assets pass without | No | Yes | Yes |
| Add a second business line | New standalone risk | New standalone risk | New OpCo under the same HoldCo |
| Banker asks who really owns this | N/A | You explain it | + docs |
| Sell or wind down one venture | Unwind everything | Unwind everything | Sell the OpCo, keep the stack |
Nothing is saved or sent. This just points you at the right package.
Every package is drafted the way a bank and an attorney expect to receive it: formal numbered sections, a block on every page that needs one, and the supporting paperwork a bank asks for before it will open the account — so you're not chasing documents later.
You need the LLC or corporation filed first. Formation routes through ZenBusiness, then the trust layers on top once it's live.
You keep full control and can change or cancel it any time. Skips ; does not shield assets from a .
Assets leave your personal . Real separation from creditors and , in exchange for giving up direct control.
Trust, holding company, and operating company built as one ownership chain, with the that actually connect them drafted for you.
A is a company that was registered years ago and kept dormant ever since — no trading, no debts, nothing but the annual filings that hold it in . We source them, verify the history, and transfer ownership to you or to your trust.
Numbered in the order the structure is built and funded — the trust comes first, because it has to exist before it can own anything.
Your account is set up. Choose a package below and the full document set, the guided build and every checklist unlock immediately.
See the packagesForming an LLC or corporation stays free — that section is open to you now.
Your progress saves to this device as you go — close the tab and come back. Tax IDs and license numbers are never saved locally; they are sent once, when you submit.
Your account is set up. Choose a package below and the full document set, the guided build and every checklist unlock immediately.
See the packagesForming an LLC or corporation stays free — that section is open to you now.
This decides which sections you'll be asked to complete. You can change it later.
Names must match your government-issued ID exactly, or the bank will reject the package.
Federal law requires a bank to confirm who is really behind an account before opening it. That rule is called . It is why a and a photo ID are not optional here — without them, no bank can legally open the trust's account.
Name it the way a banker expects to read it: The [Family Name] [Revocable or Irrevocable] Trust. A can be changed or cancelled by you at any time. An generally cannot — and that permanence is what creates the protection.
The trustee manages the trust and signs on its behalf.
Plain version: the is the person who runs the trust day to day. The is the backup who steps in automatically if the first one can't serve. Name both — if you don't, a court eventually picks for you.
A is anyone who receives money or property from the trust. List each one and how they're related to you. The percentages have to add up to 100. You control the timing too — all at once, at a set age, or in stages. That's called a .
are the specific things your trustee is allowed to do. A power you don't check here is a power they won't have — and getting one added later means going back to court. Check everything the trust will realistically need.
The second list is what the trust will actually own. Moving those assets in is called , and it's the step people skip. A trust that owns nothing protects nothing.
Trustee powers requested
Assets the trust will own
The is owned by your trust, and it owns everything underneath it. It has no customers and signs no customer contracts, which is exactly why there's rarely a reason to sue it. Think of it as the vault, not the storefront.
The is the storefront. It invoices customers, hires people, signs contracts, and absorbs the risk that comes with all of it. It deliberately owns as little as possible, so that if someone wins a against it, there isn't much inside to take.
These answers produce two documents the bank will ask for: a , which authorizes the account to be opened, and an list, which names who can actually move money. Owning a company and being allowed to sign on its account are two separate things.
Red marks a required field still empty. Amber is optional and can be filled in later.
Secure checkout is handled by Stripe. You return here automatically once it clears.
If your LLC or corporation isn't filed, file it first. Formation routes through ZenBusiness because their filing, registered agent, and EIN flow moves fast enough to not hold up the rest of the build. Come back once the entity is live and the trust goes on top.
File the OpCo first if you're already earning. File the HoldCo first if you're holding property. Either way the trust goes on last, once there's an ownership interest for it to actually receive.
The 1787 Group may earn a commission on formations completed through these links, at no additional cost to you.
Any word with a dotted underline can be tapped for its definition. They're all collected here too. If a term you ran into isn't listed, tell us and we'll add it.
No. We are a document preparation and business infrastructure company. Your documents are prepared to attorney-review standard, and we recommend licensed counsel in your state review them before execution. We do not provide legal advice or represent you.
Revocable keeps you in control and avoids probate, but the assets are still legally yours, so creditors can still reach them. Irrevocable moves assets out of your estate for real separation, in exchange for giving up the ability to unilaterally change it. If protection is the goal, irrevocable. If control and probate avoidance are the goal, revocable.
Because the OpCo is where lawsuits land. If the trust owned the OpCo directly, a judgment against the operating business would reach straight up into trust-held ownership. The HoldCo sits between them as the layer that absorbs the ownership relationship while the OpCo absorbs the risk.
Banks operate under Customer Identification Program rules and will not open a trust or entity account without a verified tax ID for the control person. Those fields are held in memory only, never written to your browser's storage, and transmitted once when you submit.
The intake takes about twenty minutes. Document generation runs immediately after you submit. Entity filings depend on your state's processing time, which ranges from same-day to several weeks.
EIN numbers, state filing and control numbers, registered agent details, bank account numbers, compliance and merchant processing IDs, DUNS numbers, and BOI filing confirmations. Those come from third parties after the documents exist, and The 1787 Group completes them post-generation.
They're drafted for it. Each package includes the Certificate of Trust, banking resolution, authorized signer resolution, beneficial ownership template, source of funds declaration, and an account opening checklist. Your banker may still request supplemental items such as recent statements or a utility bill, which are not collected at intake.
Yes. A shelf corporation is a company registered years ago and kept dormant since, which some buyers want for the earlier formation date. Availability and price depend on the state and how old the entity is, so we quote each one individually rather than publishing a figure — ask through the form in the Shelf Corps section and we'll tell you what's on hand. One caveat worth stating plainly: an older formation date is not a funding guarantee, because lenders verify actual operating history and revenue.
Yes, and that's the point of the structure. A new venture becomes a new operating company under the same holding company. The trust and HoldCo don't get rebuilt.
Effective 29 August 2026. Plain language, because you are handing us a tax ID and you deserve to know exactly where it goes.
Who we are. The 1787 Group LLC, a Georgia limited liability company, operating as a document preparation service. Contact: theconduit135@gmail.com.
What we collect. Only what a trust or entity document needs in order to be drafted:
What we never see. Card numbers. Payment is handled entirely by Stripe; we receive only a confirmation that a payment succeeded, the amount, and the email attached to it.
How the most sensitive fields are handled. Five fields — your taxpayer ID, your driver's licence number and state, and the trustee's taxpayer ID and licence number — are held in your browser's memory only. They are never written to your device's local storage, they are masked to the last four digits on the review screen, and they are cleared from the form once you submit. If you reload the page part-way through, everything else comes back and those five must be re-entered. That is deliberate.
Where your information goes. Your answers are saved to Google Firestore so your progress follows you between devices. On submission they are sent to our document generator, which produces your documents into Google Drive. Your completed folder is shared read-only with the email address on your account. Email is sent through Google. We do not sell, rent, or trade your information, and we do not share it with anyone except the service providers named here.
Analytics and advertising. We use Google Analytics to understand how the site is used, and the Meta advertising pixel to measure whether our advertising works and to show ads to people who have visited. These set cookies and share limited event data — page views, and the fact that a purchase occurred with its value — with Google and Meta. They do not receive your taxpayer ID, licence number, date of birth, or any document content. If you would rather not be measured, most browsers offer a Do Not Track or cookie-blocking setting, and browser extensions can block both.
Service providers. Stripe (payments), Google and Firebase (authentication, database, document storage, email delivery), Google Analytics and Meta (measurement and advertising). Entity formation links point to ZenBusiness, an independent company with its own privacy policy; we may earn a commission, which is disclosed where those links appear.
How long we keep it. Your documents and intake are retained so you can return to them. Ask us to delete your information at any time by emailing the address above, and we will do so except where we are required to retain a record of a transaction.
Your choices. You may request a copy of what we hold, ask us to correct it, or ask us to delete it. Email us and we will respond.
Children. This service is for adults. We do not knowingly collect information from anyone under 18.
Changes. If we change how information is handled, we will change this page and update the effective date above.
What this service is. The 1787 Group is a document preparation service. We prepare documents from the information you provide, together with instructions for using them. That is the entire scope of what you are buying.
We are not a law firm. We do not practise law, we do not provide legal, tax, or financial advice, we do not represent you, and using this site does not create an attorney-client relationship. We do not advise you on which structure is right for you, or on the consequences of the one you choose. Consult a licensed attorney in your state before you execute or rely on any document we prepare.
What is yours to do. Have a licensed attorney review your documents before you use them. You review every document. You sign them. You take the pages carrying notary blocks to a notary. You file and submit everything yourself, including anything the IRS requires. We do not file anything with the IRS, a bank, or any state on your behalf, and we do not advise you on whether any of it is right for you.
Accuracy. Your documents are only as correct as the information you enter. Names, identification numbers, ownership percentages and beneficiary details are reproduced as you supply them. Check them before you sign.
What we do not promise. We make no guarantee of any legal, tax, financial, credit, or funding outcome. We do not guarantee that a bank will open an account, that a lender will extend credit, or that any authority will accept a filing. Those decisions belong to third parties and are outside our control.
Delivery. Completed packages are delivered within 2 business days of your intake being submitted.
Eligibility. You must be at least 18 and forming a structure under the laws of a United States jurisdiction.
Your documents. The completed documents produced for you are yours to use for your own structure. The underlying templates, wording, and this site remain ours, and may not be resold or redistributed.
Limitation of liability. To the fullest extent permitted by law, our total liability for any claim arising from this service is limited to the amount you paid us for it. We are not liable for indirect or consequential losses.
Governing law. These terms are governed by the laws of the State of Georgia.
Before your documents are generated. Full refund, no questions asked. Email us and we will process it.
After your documents are generated. No refund. Your package is a completed digital work product, prepared to your specific names, entities, and beneficiaries. Once it has been produced and delivered it cannot be returned or un-received, which is why we say so plainly here rather than at the bottom of a receipt.
If something is wrong with your package. That is a different matter and is not a refund question. If a document contains an error we made, tell us and we will correct and re-issue it at no cost. If the error came from information entered at intake, we will still re-issue it — contact us.
How to request. Email theconduit135@gmail.com with the address you purchased under. Approved refunds return to the original payment method through Stripe and typically appear within five to ten business days, depending on your bank.
This page describes our commercial terms. It is not legal advice and does not replace advice from a licensed attorney in your jurisdiction.
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