Client Intake
If you feel led to move forward, the next step is simple: complete the Private Intake Form so we can understand your trust, your role, and who you’re traveling with.
What we ask for
Your full name (living being)
Trust name
Your private capacity (Trustee, Beneficiary, etc.)
Names of any heirs/beneficiaries traveling
Email + contact method
Whether your trust is already established
Whether you want single payment or payment plan