Earn more when you sell your equity.
Earn $2.38M more for every $10M in exit value.
From the founding team of
Legal at founder speed
Legal at founder speed
Enabling founders, employees, and investors to earn more at exit.
Enabling founders, employees, and investors to earn more at exit.
Leveraging one of the best and most generous tax breaks for startups.
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.
$10m
Per ENTITY
$10m
Per ENTITY
QSBS stacking
Multiply your $10M QSBS exemption by transferring company equity to trusts for family members—each trust qualifies for its own $10M exemption.
$10m
Per ENTITY
Tax optimization
Securely create a trust to hold your equity and potentially save millions in taxes when you sell stock.
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.
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
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.
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 >
Learn more about QSBS >
Qualified
Small
Business
Stock
Qualified
Small
Business
Stock
$10m
Per ENtITY
The most generous tax break for startup founders & investors.
Save millions when you sell stock.
Qualified
Small
Business
Stock
$10m
Per ENtITY
The most generous tax break for startup founders & investors.
Save millions when you sell stock.
How it works
How it works
We handle everything from trust creation to management.
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.
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.
1
Create your trust.
We specialize in sophisticated irrevocable trusts that will help you maximize your gains. Create your account and answer a series of simple quesitons to create the trust that's best for your unique situation.
1
Create your trust.
We specialize in sophisticated irrevocable trusts that will help you maximize your gains. Create your account and answer a series of simple quesitons to create the trust that's best for your unique situation.
1
Create your trust.
We specialize in sophisticated irrevocable trusts that will help you maximize your gains. Create your account and answer a series of simple quesitons to create the trust that's best for your unique situation.
2
Instantly sign with an online notary.
Sign your trust and instantly file your tax documents to establish your trust. Each trust will recieve it's own EIN and annual reporting to establish its existance and legitamacy with the IRS.
2
Instantly sign with an online notary.
Sign your trust and instantly file your tax documents to establish your trust. Each trust will recieve it's own EIN and annual reporting to establish its existance and legitamacy with the IRS.
2
Instantly sign with an online notary.
Sign your trust and instantly file your tax documents to establish your trust. Each trust will recieve it's own EIN and annual reporting to establish its existance and legitamacy with the IRS.
3
Custody your trust with our Nevada trustee.
Your equity will be held in a Nevada based trust with one of the most respected and established trustees in the state. By holding your assets in Nevada you'll benefit from Nevada's asset protection laws as well as no state income tax on assets held in the trust.
3
Custody your trust with our Nevada trustee.
Your equity will be held in a Nevada based trust with one of the most respected and established trustees in the state. By holding your assets in Nevada you'll benefit from Nevada's asset protection laws as well as no state income tax on assets held in the trust.
3
Custody your trust with our Nevada trustee.
Your equity will be held in a Nevada based trust with one of the most respected and established trustees in the state. By holding your assets in Nevada you'll benefit from Nevada's asset protection laws as well as no state income tax on assets held in the trust.
4
We even handle valution of your equity.
Just like getting a 409a valuation for stock options, assets transferred to your trust must be valued and reported on IRS Form 709, counting against your lifetime gift exemption (we'll help with this filing too).
4
We even handle valution of your equity.
Just like getting a 409a valuation for stock options, assets transferred to your trust must be valued and reported on IRS Form 709, counting against your lifetime gift exemption (we'll help with this filing too).
4
We even handle valution of your equity.
Just like getting a 409a valuation for stock options, assets transferred to your trust must be valued and reported on IRS Form 709, counting against your lifetime gift exemption (we'll help with this filing too).
Working with us
Working with us
The most comprehensive trust management platform.
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.
We handle trust management from setup through maintenance, so you can focus on your business while maximizing your QSBS exemption.
Trust Custody
Every trust includes professional custody by our Nevada trustee, offering both asset protection and state tax benefits for your private company equity.
Trust Custody
Every trust includes professional custody by our Nevada trustee, offering both asset protection and state tax benefits for your private company equity.
Trust Custody
Every trust includes professional custody by our Nevada trustee, offering both asset protection and state tax benefits for your private company equity.
Tax Filings
We secure your trust's EIN and manage all IRS filings, including fiduciary relationship reporting and annual income statements.
Tax Filings
We secure your trust's EIN and manage all IRS filings, including fiduciary relationship reporting and annual income statements.
Tax Filings
We secure your trust's EIN and manage all IRS filings, including fiduciary relationship reporting and annual income statements.
Valuation
Professional company equity valuation for one privately held business is included. Additional business valuations available at a flat rate of $3,999 per business.
Valuation
Professional company equity valuation for one privately held business is included. Additional business valuations available at a flat rate of $3,999 per business.
Valuation
Professional company equity valuation for one privately held business is included. Additional business valuations available at a flat rate of $3,999 per business.
More features coming soon
More features coming soon
Connect your CPA
Connect your CPA
Track your lifetime gift exemption
Track your lifetime gift exemption
Connect your financial advisor
Connect your financial advisor
AI Legal Assistant
AI Legal Assistant
Unlimited trust creation
Maximize your gains
Trust
Trust
Your assets are secure.
Your assets are secure.
Safety & privacy are our cornerstones.
Safety & privacy are our cornerstones.
Your trustee is a regulated fiduciary
Your trustee is a regulated fiduciary
Our Nevada trustee is a regulated fiduciary bound by state oversight. They operate under Nevada financial regulations and fiduciary standards, legally obligated to act solely in your best interest. Regular audits and compliance requirements ensure professional trust management with your financial security as the priority.
Your Nevada trustee is a regulated fiduciary bound by state oversight. They operate under Nevada financial regulations and fiduciary standards, legally obligated to act solely in your best interest. Regular audits and compliance requirements ensure professional trust management with your financial security as the priority.
Your trustee is a regulated fiduciary
Our Nevada trustee is a regulated fiduciary bound by state oversight. They operate under Nevada financial regulations and fiduciary standards, legally obligated to act solely in your best interest. Regular audits and compliance requirements ensure professional trust management with your financial security as the priority.
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.
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.
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
Designed for you
Customized to your specific needs and wishes.
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.
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
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.
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
Attorneys
Other platforms
Other
platforms
Fiduciary trust custody is built in
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Unlimited trust documents for one flat fee
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Tax reporting included
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Complete everything online, in one place, on your terms
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Features
Attorneys
Others
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
—
—
Is Promissory
right for you?
How much more could you earn by transferring equity to a trust?
See how taxes will impact you when you sell.
Is Promissory
right for you?
How much more could you earn by transferring equity to a trust?
See how taxes will impact you when you sell.
FAQ
Learn from common questions
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now, can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now, can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
How does QSBS stacking work?
When is the best time to start QSBS stacking?
How do I qualify for QSBS?
Is this legal?
Can I speak with an attorney?
What if my stock is worth more than $10m?
My stock isn't worth that much right now, can still I use Promissory?
Does the 5 year holding period reset when I create a trust?
Learn more
Learn more
Qualified Insights
Qualified Insights
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
Learn more about QSBS and advanced tax planning strategies so you can be prepared to earn more when you sell your business.
