Fortessa

Tell Your Story. We’ll Match the Right Trust.

You don’t have to know the legal names. Share what’s happening in your life—travel, family, court issues, money, faith, or legacy—and we’ll recommend a right-sized trust package (not too little, not too much).

Who this page is for

  • People who want private, family-first protection
  • Community leaders building charity, faith, or PMA operations
  • Anyone who wants travel protections, lawful money handling, or court friction reduced
  • Families planning legacy and inheritance the right way

What to do

  1. Select one or more options (A–G) that fit your situation.
  2. Write a short note (goals, pain points, timelines).
  3. Optional: add a voice note (≤ 2 minutes) if that’s faster.am reviews your intake and matches you to the correct package (or a custom mix).
  4. We send a scheduling link for your strategy call and a checklist so you know exactly what’s coming.

What you’ll get

  • A written recommendation with the exact trusts to start with
  • A clear setup sequence (documents, signatures, notices)
  • Optional add-ons only if your story calls for them—no upsell pressure

Important: response times & patience

We operate at high intake volume. Most replies go out within 1–3 business days. Complex cases (or those requesting custom networks) may take longer. Thank you for your patience—we prioritize accuracy and fit over speed.

Trust Fortress Intake

Select one or more (titles only), then share your “what and why.” You may attach a short voice note.

Select Paths *
Pick everything that fits. At least one selection is required.
What and Why *
Optional Voice Intake
00:00
Tip: keep it under 2 minutes. Requires microphone permission & secure (HTTPS) page.
You’ll receive a confirmation email shortly.

Tip: If you’re unsure, just pick the 1–2 that feel closest. Your story is what really directs the plan.

Privacy & consent

We operate in a private capacity. Your story stays confidential and is used only to prepare an educational recommendation for you. We do not sell or share your information.

Mini-FAQ

Q1: I don’t know which trust to pick.
That’s normal. Your story is the main signal. Pick any trust names that feel close—our team will right-size it.

Q2: Will I be pushed into a big, complex package?
No. We start with the minimum effective setup and expand only if your facts require it.

Q3: How fast will I hear back?
Typically within 1–2 business days with a written recommendation and next steps.

Q4: Can this help with court or travel issues?
Yes—when appropriate, we pair Crown Trust strategies with proper documentation and public-notice workflows.

Q5: Do you handle churches/ministries or PMAs?
Yes—Faith-Based Organization Trust and Public Affairs Trust cover those needs.

Q6: Is my information safe?
Yes. We use private channels and only retain what is necessary to serve you. You can request deletion at any time.

Plain-English disclaimer

This is educational trust planning support. It is not legal or tax advice and does not create an attorney-client relationship. You are responsible for your decisions; we provide tools, templates, and private-education guidance.