Earn more when you sell your equity.
Earn $2.38m more with advanced estate planning and tax strategies, all on one platform, at a fraction of traditional costs.
From the founding team of
Legal at founder speed
Enabling founders, employees, and investors to earn more at exit.
Leveraging one of the best and most generous tax breaks for startups.
QSBS stacking
Multiply your $10M QSBS exemption by transferring company equity to trusts for family members—each trust qualifies for its own $10M exemption.
Tax optimization
Securely create a trust to hold your equity and potentially save millions in taxes when you sell stock.
Professional Fiduciary
Asset protection
Our professional fiduciary will custody your assets in the state of Nevada for optimal tax and asset protection advantages.
See if you qualify
What is QSBS?
Qualified Small Business Stock (QSBS), allows you to exclude up to 100% of capital gains from federal and state taxes when you sell shares held for at least 5 years. This powerful tax benefit under IRS Section 1202 applies to qualifying C-Corporation shares, potentially saving millions in taxes when you sell stock in your business.
Learn more about QSBS >
How it works
We handle everything from trust creation to management.
Create your trust, sign online, and custody with a professional trustee. We've streamlined a sophisticated trust structure so you can create, file, and manage your trust in days, not weeks or months, at a fraction of the cost of working with an attorney.
Working with us
The most comprehensive trust management platform.
We handle trust management from setup through maintenance, so you can focus on your business while maximizing your QSBS exemption.
More features coming soon
Trust
Your assets are secure.
Safety & privacy are our cornerstones.
You always have access to your trust
Your assets are held in a dedicated trust in your name or your beneficiary's name at Crawford Trust, a leading Nevada fiduciary managing billions in assets for prominent financial institutions. In the unlikely event anything happens to Promissory, you'll maintain complete access to your trust and all its assets.
Our technology is steadfast
We have strict measures in place to keep your data protected. Sensitive information is encrypted and measures like 2FA and auto log out are implemented for security. We’ve instilled transactional safety processes, ensuring that every trust is reviewed by a human. Our code is written securely and is regularly audited.
Designed for you
Customized to your specific needs and wishes.
Decide what's most important to you and set distribution controls that will determine when and how your beneficiaries can access their funds. Or leave with no restrictions and take distributions anytime.
See how we're different
Promissory can save you tens of thousands compared to working with an attorney. Our platform is all inclusive with some of the lowest fees in the industry, saving you both time and money, so you can focus on what matters most.
Features
Fiduciary trust custody is built in
—
—
Unlimited trust documents for one flat fee
—
—
Tax reporting included
—
—
Complete everything online, in one place, on your terms
—
—
FAQ
Learn from common questions
Learn more
Qualified Insights
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
