ABOUT SERVICE SOLUTIONS EVENTS CONTACT

GET READY FOR 2026

12 AREAS OF FOCUS

KNOWLEDGE AND EDUCATION LIKE NO OTHER

 

1 - ANNUAL EVENT

Get all the information needed to go through the entire Trust process.  

 

4 - QUARTERLY EVENTS 

 Identify all positions of the Trust including your Settlor, Trustees and Beneficiaries. 

 

12 - MONTHLY EVENTS

 Identify all assets that will be placed in the Trust for protection.

BECOME A SUCCEED MEMBER AND GET 10% OFF ON ALL EVENTS

 JANUARY 2026 EVENTS

(MONTH OF FOCUS)

ESTATE

 

PODCAST

 EVERY THURSDAY 1:00 P.M CST LIVE

CLICK HERE

 

BRUNCH AND LEARN

 1ST AND 3RD SUNDAY OF EVERY MONTH @10:00 A.M CST

CLICK HERE

3-DAY ESTATE CHALLENGE - FACEBOOK - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$99.00 USD

3-DAY ESTATE CHALLENGE - GENERAL - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$199.00 USD

3-DAY ESTATE CHALLENGE - VIP ELITE - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$299.00 USD

 FEBUARY 2026 EVENTS

(MONTH OF FOCUS)

TRUST

 

PODCAST

 EVERY THURSDAY 1:00 P.M CST LIVE

CLICK HERE

 

BRUNCH AND LEARN

 1ST AND 3RD SUNDAY OF EVERY MONTH @10:00 A.M CST

CLICK HERE

3-DAY TRUST CHALLENGE - FACEBOOK - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$99.00 USD

3-DAY TRUST CHALLENGE - GENERAL - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$199.00 USD

3-DAY TRUST CHALLENGE - VIP ELITE - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$299.00 USD

 MARCH 2026 EVENTS

(MONTH OF FOCUS)

BUSINESS

 

PODCAST

 EVERY THURSDAY 1:00 P.M CST LIVE

CLICK HERE

 

3-DAY BUSINESS CHALLENGE - FACEBOOK - MAR 16-18, 2026

Come learn from the best when it comes to using a Business in your Estate Planning. There is a lot of misinformation out there. The 3-Day Challenge will focus on business structure, compliance and benefits that can be added in your Estate. 

$99.00 USD

3-DAY BUSINESS CHALLENGE - GENERAL - MAR 16-18, 2026

Come learn from the best when it comes to using a Business in your Estate Planning. There is a lot of misinformation out there. The 3-Day Challenge will focus on business structure, compliance and benefits that can be added in your Estate. 

$199.00 USD

3-DAY BUSINESS CHALLENGE - VIP ELITE - MAR 16-18, 2026

Come learn from the best when it comes to using a Business in your Estate Planning. There is a lot of misinformation out there. The 3-Day Challenge will focus on business structure, compliance and benefits that can be added in your Estate. 

$299.00 USD

SUCCEED 2-DAY IN PERSON EVENT - FORT WORTH / KIMBELL MUSEUM - MAR. 28-29, 2026

Come learn from the best when it comes to Business, Trust and your Estate.  The 2-Day In Person Event will challenge you to the core. Bring in focus Business, Trust, an Estate Planning strategies and tools that can be used to build generational wealth. This will be a series of back to back powered pack presentations that you do not want to miss. 

$399.00 USD

SUCCEED MEMERSHIP

$500.00 INSTEAD OF $1,000.00

 

100% TAX WRITE OFF

 

GET ACCESS TO OUR EDUCATIONAL INTELLECTUAL PROPERTY PLATFORM AND RECIEVE A 10% DISCOUNT ON ALL EVENTS

Sign Up Today

 APRIL 2026 EVENTS

(MONTH OF FOCUS)

TAX

 

PODCAST

 EVERY THURSDAY 1:00 P.M CST LIVE

CLICK HERE

 

3-DAY ESTATE CHALLENGE - FACEBOOK - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$99.00 USD

3-DAY ESTATE CHALLENGE - GENERAL - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$199.00 USD

3-DAY ESTATE CHALLENGE - VIP ELITE - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$299.00 USD

 MAY 2026 EVENTS

(MONTH OF FOCUS)

TRUST

 

PODCAST

 EVERY THURSDAY 1:00 P.M CST LIVE

CLICK HERE

 

BRUNCH AND LEARN

 1ST AND 3RD SUNDAY OF EVERY MONTH @10:00 A.M CST

CLICK HERE

3-DAY TRUST CHALLENGE - FACEBOOK - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$99.00 USD

3-DAY TRUST CHALLENGE - GENERAL - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$199.00 USD

3-DAY TRUST CHALLENGE - VIP ELITE - FEB 16-18, 2026

Come learn from the best when it comes to set a Trust. There is a lot of misinformation out there. The 3-Day Challenge will focus on the different types of Trust and the clauses and provisions that can be added in your Trust. 

$299.00 USD

JUNE 2026 EVENTS

(MONTH OF FOCUS)

BUSINESS

 

PODCAST

 EVERY THURSDAY 1:00 P.M CST LIVE

CLICK HERE

 

3-DAY ESTATE CHALLENGE - FACEBOOK - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$99.00 USD

3-DAY ESTATE CHALLENGE - GENERAL - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$199.00 USD

3-DAY ESTATE CHALLENGE - VIP ELITE - JAN 12-14 2026

Come learn from the best when it comes to your future and your generational wealth. The 3-Day Challenge will focus on Estate Planning strategies and tools that can be used build wealth, multiply wealth, and protect wealth. 

$299.00 USD

Alexander Charles

After doing my research and consulting with several other companies, Succeed by far has the best price along with the education.

Robert Hutton

As I looked into this information, the education and the knowledge alone is worth more than any assets a person can have. 

Hector Soto

The professionalism of the company and thoroughness & expertise of the staff made it very easy to understand Estate Planning and Trust

SUCCEED EVENT BUDDLE PACKAGES

 

For A Limited Time Only

100% TAX WRITE OFF

ARE YOU READY TO GET STARTED?

BECOME A SUCCEED MEMBER AND RECEIVE AN ADDITIONAL 10% OFF YOUR ESTATE PACKAGE

 

$100,000.00 to $90,000.00

 

100% TAX WRITE OFF

AS A SUCCEED MEMBER YOU WILL GET ACCESS TO

 

TRAINING 

EVENTS

PODCAST

COURSES

CREDIT

FUNDING

ATTORNEY

IRS ENROLLED AGENT

FINANCIAL ADVISOR

INSURANCE BROKER

REAL ESTATE AGENT

NOTARY

AND MUCH MORE. 

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Learn More

7 WAYS TO EARN MONEY FOR ESTATE

 

3 WAYS TO FUND YOUR ESTATE 

 

1 EXCLUSIVE OFFER FOR ESTATE 

LEGACY PACKAGE OPTION #1

 Get an additional 10% off when you pay within 30 days

 $90,000.00 to $80,000.00

 

(COMES WITH BUSINESS TRUST, INVESTMENT TRUST, PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

ESTATE $10,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 30

This package is designed to set up your Business Trust, Family Trust, Investment Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $80,000 WITHIN 30 DAYS, NON-MEMBERS PAY $90,000 WITHIN 30 DAYS

LEGACY PACKAGE OPTION #2

 Get an additional 5% off when you pay within 60 days

$90,000.00 TO $85,000.00

 

(COMES WITH BUSINESS TRUST, INVESTMENT TRUST, PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

 

 

ESTATE $10,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 60

This package is designed to set up your Business Trust, Family Trust, Investment Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $85,000 WITHIN 60 DAYS, NON-MEMBERS PAY $95,000 WITHIN 60 DAYS

LEGACY PACKAGE OPTION #3

 Get the Offer price of $90,000 when you pay within 90 days.

 

(COMES WITH BUSINESS TRUST, INVESTMENT TRUST, PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

ESTATE $10,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 90

This package is designed to set up your Business Trust, Family Trust, Investment Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $90,000 WITHIN 90 DAYS, NON-MEMBERS PAY $100,000 WITHIN 90 DAYS

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Sign Up Now

ENTERPRISE PACKAGE OPTION #1

 Get an additional 10% off when you pay within 30 days

 $60,000.00 to $54,000.00

(COMES WITH PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY OR 501C3)

ESTATE $5,000.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 30

This package is designed to set up your Family Trust and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $48,000 WITHIN 30 DAYS, NON-MEMBERS PAY $54,000 WITHIN 30 DAYS

ENTERPRISE PACKAGE OPTION #2

 Get an additional 5% off when you pay within 60 days

$60,000.00 TO $57,000.00

 

(COMES WITH PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

 

 

ESTATE $5,000.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 60

This package is designed to set up your Family Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $51,000 WITHIN 60 DAYS, NON-MEMBERS PAY $57,000 WITHIN 60 DAYS

ENTERPRISE PACKAGE OPTION #3

 Get the Offer price of $60,000 when you pay within 90 days.

 

(COMES WITH PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

ESTATE $5,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 90

This package is designed to set up your Family Trust and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $54,000 WITHIN 90 DAYS, NON-MEMBERS PAY $60,000 WITHIN 90 DAYS

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Sign Up Now

FOUNDATION PACKAGE OPTION #1

 Get an additional 10% off when you pay within 30 days

 $35,000.00 to $31,500.00

 

(COMES WITH BUSINESS TRUST)

ESTATE $2,500.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 30

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $28,000 WITHIN 30 DAYS, NON-MEMBERS PAY $31,500 WITHIN 30 DAYS

FOUNDATION PACKAGE OPTION #2

 Get an additional 5% off when you pay within 60 days

$35,000.00 TO $33,250.00

 

(COMES WITH BUSINESS TRUST)

 

 

ESTATE $2,500.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 60

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $29,750 WITHIN 60 DAYS, NON-MEMBERS PAY $31,500 WITHIN 60 DAYS

FOUNDATION PACKAGE OPTION #3

 Get the Offer price of $35,000 when you pay within 90 days.

 

(COMES WITH BUSINESS TRUST)

ESTATE $2,500.00 DOWN PAYMENT - FOUNDATION PACKAGE NET 90

This package is designed to set up your Business that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $31,500 WITHIN 90 DAYS, NON-MEMBERS PAY $35,000 WITHIN 90 DAYS

OTHER WAYS TO PAY FOR YOUR ESTATE

USE YOUR 

REFERRALS TO PAY FOR YOUR TRUST

After putting down payment for your Estate package, you are now eligible to refer potential clients to Succeed and receive a 10% referral fee that will be applied to your remaining balance.  Once your balance is paid in full, your referral fees turn into commissions. 

Start Your Referral List Today

USE YOUR 401K OR RETIREMENT ACCOUNT TO PAY FOR YOUR TRUST

Now that you understand the concept of using Federal Private Trust for your retirement and your investments, you can understand why using your 401k or retirement account is a good idea to pay for your Estate or Trust.  Using your social security number will not allow you to build retirement funds and generational wealth at the same time.  Therefore, it's best to let your Trust do your investments and manage your retirement fund.  

Book a Free Consultation

USE YOUR CDS, MONEY MARKETS, MUTUAL FUNDS, STOCKS, ETC. TO PAY FOR YOUR TRUST

CDs, Money Markets, Mutual Funds, Stocks, Etc, do not need to be in your social security number.  Therefore, it is a good idea to get these financial vehicles out of your name and use the funds to purchase your Trust.  Then let the Trust go into the same investments with its own EIN to avoid capital gains tax.

Book a Free Consultation

NEED HELP FINANCING YOUR ESTATE?

USE MY PERSONAL CREDIT

In order to get financing for your Trust either through personal or business funding, you will need to have 720 plus credit score, with 5 to 7 primary accounts, no blemishes, with 180 days of good payment history.  

Get my credit score

USE FUNDING TO PAY FOR TRUST

 Put $2,500 down and pay the rest through personal or business funding.

TRUST $2,500 DOWN PAYMENT - FOUNDATION PACKAGE

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, and investments. You will be required to pay $250 per month toward your Trust balance until invoice is paid in full by personal or business funding.  

$2,500.00 USD

APPLY FOR PERSONAL LOAN

Once you have met the requirements listed above, you can apply for a personal loan through Truist Bank online to complete your Trust payments.  

 

Do not apply if you don't have the following

1. 720 Plus Credit Score

2. Three Plus Credit Cards (Under 30% Utilization)

3. Two Plus Installment Loans (Car, Personal Loan, Mortgage)

4. No Blemishes on the Credit (No late pays, collections, or public records)

5. Good Payment History for the last 180 days.  

Apply Now

USE MY BUSINESS

If you want to use your business to obtain business funding, you will need to meet the requirements for personal funding along with some additional business documents.  Your business is required to have a business address, business phone, EIN number, and be in good standing with the Secretary of State. 

Get My Personal Credit Score

NEED A BUSINESS FOR FUNDING

 Our price is $2,500.00.  Get our Exclusive Offer Today at $1,500.00.

S CORP PREPARATION AND FORMATION

If you own 100% of your business, then you should be structured as an S Corporation to save thousands of dollars in taxes.

$1,500.00 USD

GET PRE-QUALIFIED FOR BUSINESS FUNDING

Once you have met the requirements listed above, you can get pre-qualified for business funding. We are partnered with Lexington Capital for business funding.

 

Do not apply if you don't have the following

1. 720 Plus Credit Score

2. Three Plus Credit Cards (Under 30% Utilization)

3. Two Plus Installment Loans (Car, Personal Loan, Mortgage)

4. No Blemishes on the Credit (No late pays, collections, or public records)

5. Good Payment History for the last 180 days.  

6. Business Registered with A Secretary of State.

7. Business Address and Phone.

8. Business Email.

9. Business EIN,

10. Business In Good Standing.

Apply Now

DON'T HAVE A 720 PLUS CREDIT SCORE?

No worries, we can help you build your credit and restore your credit at the same time.

SUCCEED HAS PARTNERED WITH DISPUTE BEAST

 

Dispute Beast has one of the best credit repair platform out there on the market.  There incredible AI software identifies all of your blemishes and creates the letter for you.  They even go as far as to mailing the letters off for you.  If you need credit repair, do not hesitate, sign up today.  

Sign Up Now

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Sign Up Now