$7,997.00 USD

Done-For-You (DFY) Titan Trust – Terms & Conditions

Effective Date: 08/18/2025
Provider: Becky Nevin / BECKY NEVIN CORPORATION SOLE
Client: The individual(s) purchasing the DFY Titan Trust package (“Client”).

1. Scope of Services

By purchasing the DFY Titan Trust package, Client agrees that Becky Nevin and her team will provide the following services:

  • Preparation of Titan Trust and Trade Name Trust (single or couple).

  • Drafting of founding documents, Schedules A & B, and EIN applications.

  • Preparation of IRS Forms 56 and 2848, Affidavit of Non-Decedent Age of Majority, and Trust Fee Schedule.(single or couple).

  • Mailing of two (2) complete trust packets to Client with prepaid return envelopes for Client’s signature and/or notary.

  • Submission of final signed/notarized documents to the IRS on Client’s behalf.

  • Recording of Trust Fee Schedule with the Pima County Recorder (file-stamped copy returned to Client).

  • One personal “handover session” to review documents and usage of trust.

  • Up to 60 days of extended support following submission of documents.

2. Client Responsibilities

  • Client must provide accurate personal information, including a valid Long Form Birth Certificate, Social Security Card, and identification (passport preferred).

  • Client is responsible for completing all signatures and notary requirements promptly upon receiving mailed documents, and returning them in the prepaid envelopes provided.

  • Client is responsible for maintaining their own records and for ongoing operation of their trust(s) after completion of services.

3. Delivery Timeline

  • For purchases made by August 31, 2025, completed DFY trust packages will be delivered by October 3, 2025 (assuming Client provides requested documents promptly).

  • Purchases after August 31 may be subject to a waitlist and delayed delivery.

  • Provider is not responsible for delays caused by Client’s late responses, failure to return documents, postal delays, or delays in IRS or county processing.

4. Privacy & Security

  • All personal information submitted via email or the Kajabi portal will be handled with reasonable efforts to maintain confidentiality and security.

  • Provider cannot guarantee absolute protection against third-party breaches but will never intentionally disclose Client’s private information.

5. Refund Policy

  • Due to the custom nature of this service, all DFY purchases are final and non-refundable once work has begun.

  • If Client fails to provide required documentation or signatures, no refunds will be issued.

6. Disclaimer

  • DFY services are administrative and educational in nature. Provider is not a licensed attorney, accountant, or financial advisor, and does not provide legal, tax, or financial advice.

  • Client understands that results, including IRS assignment of CAF numbers, depend on government agency processing and are outside Provider’s control.

  • Provider makes no guarantees of financial outcome, tax treatment, or acceptance by any government agency.

7. Limitation of Liability

  • Provider’s liability shall not exceed the total fee paid for the DFY service.

  • Provider shall not be liable for indirect, incidental, or consequential damages, including IRS determinations, denial of filings, or other administrative actions outside Provider’s control.

8. Acknowledgment

By purchasing the DFY Titan Trust package, Client acknowledges that they have read, understood, and agree to these Terms & Conditions.

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TITAN TRUST PLATINUM

Move to the front of the line and have your Titan Trust + Trade Name Trust fully built for you.

🎁 Guaranteed front-of-line priority

Only 5 spots available before October 5th — if you secure your spot by August 31, your complete trust documents will be finalized and in your hands by October 3. After that, enrollment closes and you’ll need to join the waitlist.

Here’s what’s included:

  • 🎁 Free 60-minute private strategy session ($500 value)
  • We build everything for you – Titan Trust + Trade Name Trust (for an individual or couple)

  • Founding documents, Schedules A & B, EIN applications – fully prepared and customized

  • Complete document packet mailed to you:

    • Trust founding documents

    • IRS Forms 56 & 2848 (with prepaid return envelope for signatures)

    • Affidavit of Non-Decedent Age of Majority

    • Trust Fee Schedule

    • 2 copies of all documents + notary instructions

  • We handle the rest:

    • Submit finalized IRS forms on your behalf

    • Record your Trust Fee Schedule with the Pima County Recorder’s Office and return your file-stamped copy

  • Personal handover session so you know exactly how to operate and protect your trust moving forward

  • 60 days of extended support to guide you as IRS responses come in

🚨 This is the only way to skip the overwhelm, save months of time, and have your trusts set up by experts — without lifting a finger.

Done-For-You (DFY) Titan Trust – Terms & Conditions

Effective Date: 08/18/2025
Provider: Becky Nevin / BECKY NEVIN CORPORATION SOLE
Client: The individual(s) purchasing the DFY Titan Trust package (“Client”).

1. Scope of Services

By purchasing the DFY Titan Trust package, Client agrees that Becky Nevin and her team will provide the following services:

  • Preparation of Titan Trust and Trade Name Trust (single or couple).

  • Drafting of founding documents, Schedules A & B, and EIN applications.

  • Preparation of IRS Forms 56 and 2848, Affidavit of Non-Decedent Age of Majority, and Trust Fee Schedule.(single or couple).

  • Mailing of two (2) complete trust packets to Client with prepaid return envelopes for Client’s signature and/or notary.

  • Submission of final signed/notarized documents to the IRS on Client’s behalf.

  • Recording of Trust Fee Schedule with the Pima County Recorder (file-stamped copy returned to Client).

  • One personal “handover session” to review documents and usage of trust.

  • Up to 60 days of extended support following submission of documents.

2. Client Responsibilities

  • Client must provide accurate personal information, including a valid Long Form Birth Certificate, Social Security Card, and identification (passport preferred).

  • Client is responsible for completing all signatures and notary requirements promptly upon receiving mailed documents, and returning them in the prepaid envelopes provided.

  • Client is responsible for maintaining their own records and for ongoing operation of their trust(s) after completion of services.

3. Delivery Timeline

  • For purchases made by August 31, 2025, completed DFY trust packages will be delivered by October 3, 2025 (assuming Client provides requested documents promptly).

  • Purchases after August 31 may be subject to a waitlist and delayed delivery.

  • Provider is not responsible for delays caused by Client’s late responses, failure to return documents, postal delays, or delays in IRS or county processing.

4. Privacy & Security

  • All personal information submitted via email or the Kajabi portal will be handled with reasonable efforts to maintain confidentiality and security.

  • Provider cannot guarantee absolute protection against third-party breaches but will never intentionally disclose Client’s private information.

5. Refund Policy

  • Due to the custom nature of this service, all DFY purchases are final and non-refundable once work has begun.

  • If Client fails to provide required documentation or signatures, no refunds will be issued.

6. Disclaimer

  • DFY services are administrative and educational in nature. Provider is not a licensed attorney, accountant, or financial advisor, and does not provide legal, tax, or financial advice.

  • Client understands that results, including IRS assignment of CAF numbers, depend on government agency processing and are outside Provider’s control.

  • Provider makes no guarantees of financial outcome, tax treatment, or acceptance by any government agency.

7. Limitation of Liability

  • Provider’s liability shall not exceed the total fee paid for the DFY service.

  • Provider shall not be liable for indirect, incidental, or consequential damages, including IRS determinations, denial of filings, or other administrative actions outside Provider’s control.

8. Acknowledgment

By purchasing the DFY Titan Trust package, Client acknowledges that they have read, understood, and agree to these Terms & Conditions.