Designed by attorneys who know tax law, customized for your unique situation.
Gift & Estate Valuation
A defensible report that calculates your current share price, required by the IRS.
Form 709 Preparation
A form filed with the IRS for gift tax reporting purposes, necessary to substantiate your gift to your trust.
Nevada Trust Custody
Set up your trust with a professional trustee in a no-tax state.
All Ongoing Tax Reporting
File form 1041 every year with the IRS until you exit (and after).
Annual Administration
Annual fee covers ongoing administration, compliance, trustee services, and maintenance.
Additional Services
Additional Trusts
$250 each
Add as many trusts as you need. Our team can help you determine how many trusts are right for you.
Attorney Support
$500
Includes a 30-minute call with our expert attorneys, plus 1 hour of custom document drafting.
Co-founder Bundle
$1,000 in typical savings
Setting up trusts as a team? Multiple people from the same company typically save $1,000 per person.
FAQs
Common pricing questions
What’s included in the flat fee?
Everything needed to properly structure QSBS trusts:
Up to two trusts
Trust drafting and formation
Gift & estate valuation (Valuation memorandum for Formation plan)
EIN setup
Nevada trustee custody
IRS trust reporting preparation
Why should I set this up before an exit?
QSBS planning works best when trusts are established while share prices and valuations are still low. Waiting typically means higher valuations and reduced planning flexibility. Trusts are ideally set up at least 18 months before an exit.
Why is there an annual fee?
Trusts require ongoing administration and compliance. Annual fees cover professional Nevada trustee services and trust maintenance to ensure your trust remains compliant.
Are there hidden fees?
No. Promissory provides fixed, transparent pricing. Your CPA may charge separately for filing trust tax returns after liquidity.
What if I change my mind?
We offer a 30-day money-back guarantee if Promissory isn’t the right fit.
Is there special pricing if I’m an advisor?
Financial advisors, tax professionals, and attorneys working with founders may be eligible for partner pricing and platform access. Contact us to learn more.
Protect your equity. Maximize your outcome.
The decisions you make now determine what you keep.
