Most founders complete setup in 2–4 weeks. Compare this to 3–6 months with traditional estate attorneys who often charge $30K–$60K+ for comparable QSBS planning.
Everything that’s included:
Up to Four QSBS Trusts
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).
Attorney Support
Talk with our expert attorneys whenever you have questions.
Continuing support
Ongoing trust administration.
Trusts require ongoing administration before and after liquidity.
Pre-Liquidity at $1,500/year
Annual administration for up to four trusts while your company remains private. First year included.
Post-Liquidity at $3,000/year per trust
Annual administration following liquidity, once a trust holds cash or publicly traded investments.
FAQs
Common pricing questions
Is Haldenmiller a real consulting firm?
No — this is a fictional brand created to showcase the template. But everything you see is fully editable and modular.
Can I customize the design?
Yes. Every section, layout, and color token is built with flexibility in mind. Swap, remove, or restyle as needed.
Is this template optimized for CMS?
Absolutely. Insights, case studies, services, and even testimonials are CMS-ready.
Does this include a Figma file?
Yes — you’ll get access to a clean, variables-based Figma system once you purchase.
Can I use this for a real consulting firm?
Yes, that’s the whole point. This structure is built for professional services.
What’s the best way to start customizing?
Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.
What’s the best way to start customizing?
Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.
What’s included for $7,500?
Everything needed to properly structure QSBS trusts:
Up to four trusts
Trust drafting and formation
Gift & estate valuation
Attorney review
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.
Why is there an annual fee?
Trusts require ongoing administration and compliance. Annual fees cover professional Nevada trustee services and trust maintenance.
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.
Is Haldenmiller a real consulting firm?
No — this is a fictional brand created to showcase the template. But everything you see is fully editable and modular.
Can I customize the design?
Yes. Every section, layout, and color token is built with flexibility in mind. Swap, remove, or restyle as needed.
Is this template optimized for CMS?
Absolutely. Insights, case studies, services, and even testimonials are CMS-ready.
Does this include a Figma file?
Yes — you’ll get access to a clean, variables-based Figma system once you purchase.
Can I use this for a real consulting firm?
Yes, that’s the whole point. This structure is built for professional services.
What’s the best way to start customizing?
Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.
Optimize your exit before liquidity
Promissory makes it simple to structure early so you can keep more of what you build.
