Unlock Trustworthy Solutions with Next Level 

Welcome to Next Level, where integrity meets innovation. Our dedicated team specializes in providing unparalleled trust solutions tailored to your unique needs. With a commitment to transparency, reliability, and confidentiality, we empower individuals and organizations to navigate complex fiduciary matters with confidence. Whether you're safeguarding assets, planning for the future, or ensuring compliance, trust Next Level to elevate your trust management experience to new heights.


Grantor

The grantor, also known as the settlor or trustor, is the individual or entity that establishes the trust. They initiate the trust agreement and transfer assets into the trust for the benefit of the beneficiaries.

Beneficiary

Beneficiaries are the individuals or entities designated to receive benefits from the trust. They may be entitled to receive income generated by the trust assets, distributions of principal, or other specified benefits as outlined in the trust agreement.

Trustee

The trustee is the party responsible for managing the assets held within the trust and administering the trust in accordance with the grantor's instructions. 

Trust Pricing

$

1000

/flat rate

business trust

  • Understanding Your Objectives: Kamron begins by sitting down with you to gain a thorough understanding of your specific needs and objectives. Whether you're looking to protect assets, provide for loved ones, or plan for the future, Kamron listens attentively to ensure he grasps your unique circumstances.
  • Expert Guidance on Trust Options: Kamron expertly navigates you through the myriad of trust options available, explaining each one's advantages and implications. From revocable to irrevocable trusts, living trusts, or testamentary trusts, Kamron ensures you understand the nuances of each type, empowering you to make informed decisions.

$

1500

/flat rate

family Trust

  • Legacy Preservation Trust: The Legacy Preservation Trust is a family trust established to preserve and protect the family's wealth and assets for future generations. With a focus on long-term financial security and intergenerational wealth transfer, the trust provides a comprehensive framework for managing and distributing assets according to the family's wishes. Through prudent investment strategies and thoughtful estate planning, the Legacy Preservation Trust ensures that the family's legacy endures for years to come.

$

2000

/flat rate

508C1A non-profit trust

  • Personalized Support and Accessibility: Kamron is always available to address your questions and concerns, providing personalized support and guidance whenever needed. He takes the time to ensure you feel confident and informed at every stage of the process.
  • Ongoing Monitoring and Review: Even after the trust contracts are established, Kamron continues to monitor and review them periodically. He offers recommendations for any necessary updates or modifications to ensure your trust arrangements remain aligned with your evolving needs and goals.

$

140-399

/mo

STARTER

Simple, basic features and instant access to amazing case studies

  • For business just getting started or on a tight budget.
  • You handle data entry we provide strategic support
  • We make sure your data is ready to be included in your tax return without any hassle
  • We meet as needed to review your business data and make recommendations.

$

399-999

/mo

GROWTH

Simpler, faster and more effective. Achieve more with a small investment

  • For businesses ready to automate and focus on the key things needed to grow faster
  • Our automated accounting platform does all your data entry, reconciliation, and yearend labor so you don't have to.
  • Complete access to your real-time financials, 24/7, from any device.
  • We perform monthly analysis of your key numbers + provide proactive planning & savings strategies so you can reach your goals

$

999+

/mo

EXPERT

The simplest, fastest and most effective, flexible move.

  • For mature, revenue saturated businesses.
  • We become your full-service "accounting department".
  • We manage all: *Financials *AR/AP *Inventory *Any custom needs
  • We take care of day-today accounting & financial activity, provide analysis to help you reach your goals, & give you time back to focus on what you do best.

insight on the process for your trust

01.

Trust service process

  • During the initial consultation, Yanira will gather essential information about the client's tax situation, including their income sources, deductions, credits, and any other relevant financial details
  • Following the initial consultation, Yanira will provide the client with a list of documents and information needed to prepare their tax return. This may include W-2 forms, 1099 forms and any other relevant financial documents. 

02.

Trust service process

  • Once Yanira receives the necessary documents from the client, she will begin the process of data entry and analysis. This involves inputting the client's financial information into tax preparation software
  • Using the client's financial information and the insights gained from data analysis, Yanira will prepare the client's tax return. This includes completing all required tax forms, calculating the client's tax liability or refund, and ensuring accuracy and compliance with tax laws and regulations

03.

Trust service process 

  • Once the tax return is finalized, Yanira will present it to the client for review and approval. The client will have the opportunity to ask questions, provide additional information, or request changes as needed
  • Upon receiving the client's approval, Yanira will file the tax return electronically or by mail, depending on the client's preferences and the filing requirements. She will ensure that the tax return is submitted to the appropriate tax authorities by the filing deadline to avoid any penalties or late fees

Meet Your trust specialist kamron 

Kamron is your trusted partner for all your trust contract needs, providing expert guidance and tailored solutions to safeguard your assets and secure your legacy. With years of experience and a deep understanding of trust law and estate planning, our dedicated team is committed to helping you navigate the complexities of trust creation and administration with confidence and peace of mind.

At Next Level, we prioritize integrity, professionalism, and personalized attention, ensuring that your trust contract needs are met with the utmost care and diligence. Trust in Kamron to guide you through the intricacies of trust planning and administration, empowering you to build a secure and prosperous future for yourself and generations to come.

You are fully protected by our 100% Satisfaction-Guarantee.

It has been proven time and time again that offering a satisfaction guarantee or refund policy increases sales. And not just by a little bit. It makes a noticeable difference to conversions.

This section is important. Right after you’ve introduced the price of your online course, you need to do everything you can to alleviate purchase anxiety. As soon as a visitor sees the price, they will start to think of all the reasons why they shouldn’t buy. That’s why it’s important to have your refund policy immediately after the first time your price is mentioned.

Frequently asked questions

What is a trust contract?

A trust contract, commonly known as a trust agreement or trust deed, is a legal document that outlines the terms and conditions under which assets are held, managed, and distributed by a trustee for the benefit of one or more beneficiaries.

Can a trust contract be used for charitable purposes?

Yes, a trust contract can be established for charitable purposes, such as supporting a specific charity or funding charitable activities. These trusts are commonly known as charitable trusts.

Can a trust contract be contested?

Trust contracts can be contested under certain circumstances, such as allegations of fraud, undue influence, or lack of capacity at the time the trust was created. Contesting a trust typically involves filing a lawsuit in probate court.

Can a trust contract provide for the care of pets?

Yes, a trust contract can include provisions for the care of pets, including the appointment of a trustee to manage funds for the pet's care and instructions for the pet's care and maintenance.

How are taxes handled in trust contracts?

The tax treatment of trusts depends on various factors, including the type of trust, the nature of the trust assets, and the tax laws in effect. Trusts may be subject to income tax, capital gains tax, and estate tax, among others.

Are trust contracts public record?

Trust contracts are typically private documents and are not generally filed with any government agency. However, certain information about trusts, such as the names of the parties involved, may become public if the trust becomes subject to litigation or if required by law.

Can the terms of a trust contract be modified?

In some cases, the terms of a trust contract can be modified through a process known as trust amendment. However, any modifications must comply with applicable laws and may require the consent of all parties involved or approval from a court.

What is the difference between a revocable and irrevocable trust contract?

A revocable trust contract can be modified or revoked by the grantor during their lifetime, whereas an irrevocable trust contract generally cannot be modified or revoked without the consent of all parties involved.

What happens if a trustee is unable to fulfill their duties?

If a trustee is unable to fulfill their duties due to incapacity, resignation, or other reasons, a successor trustee named in the trust contract will typically assume responsibility for managing the trust assets.

How are trustees compensated for their services?

Trustees may be compensated for their services, either through a fixed fee specified in the trust contract or based on a percentage of the assets under management. Compensation terms are typically outlined in the trust agreement.

What assets can be included in a trust?

Virtually any type of asset can be included in a trust, including cash, real estate, stocks, bonds, business interests, and personal property.

Who are the parties involved in a trust contract?

The parties involved typically include the grantor (or settlor), who establishes the trust, the trustee, who manages the trust assets, and the beneficiaries, who receive the benefits of the trust.

What is a spendthrift provision in a trust contract?

Income tax is calculated based on your taxable income, which is your total income minus any deductions or exemptions you are eligible for. Tax rates vary depending on your income level and filing status, with higher incomes generally subject to higher tax rates.

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