Secure your legacy. Empower your future.

At TruLegacy Services, helps individuals, families, and business owners create generational wealth through trust creation, legacy planning, and strategic financial structuring. Whether you’re just getting started or need expert guidance on complex trust setups, our team is here to help.

We specialize in living trusts, 508(c)(1)(A) faith-based trusts, land trusts, and estate strategies designed for real impact.

Our approach is both compassionate and strategic, we meet you where you are and help you plan for where you’re going.

Services:

1. Living Trust Creation

Protect your assets, avoid probate, and simplify the transfer of your estate.

2. 508(c)(1)(A) Faith-Based Trusts

Build your ministry or private membership association with a structure that honors both faith and financial stewardship.

3. Land Trusts

Own real estate privately, shielded from public record and unnecessary exposure.

4. Legacy Wealth Planning

Strategic plans that include trusts, life insurance, and tax-efficient wealth preservation.

5. Business Structuring for Trusts

Integrate LLCs, S-Corps, and real estate under your trust for long-term security and growth.

Real Estate Investment and Management: Our expertise in real estate provides a solid foundation for your investment portfolio. We specialize in identifying, acquiring, and managing high-potential residential and commercial properties. Our goal is to create long-term value and generate passive income streams for our clients, contributing to their overall wealth accumulation.

Indexed Universal Life Insurance Planning: As part of our wealth transfer strategy, we utilize IUL insurance policies for their flexibility, growth potential, and tax advantages. IULs not only offer life insurance coverage to protect your loved ones but also build cash value that can be accessed tax-free during your lifetime, providing an additional layer of financial security and opportunity for wealth accumulation.

Wealth Transfer Strategies: Combining real estate investments with IUL policies, we craft personalized wealth transfer plans that align with your financial goals and legacy wishes. Our approach ensures that your wealth is preserved, grows over time, and is passed on to your heirs in the most tax-efficient manner possible.

Estate Planning and Legacy Building: Our services extend to comprehensive estate planning, including the creation of wills, trusts, and other legal instruments to protect your assets and ensure they are distributed according to your wishes. We work closely with estate planning attorneys to implement strategies that complement your real estate and IUL investments, solidifying your legacy.