FREE Asset Smart Workshop
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Over 20+ Years of Estate Planning and Trust Services
For over 20 years, we’ve specialized in working with Trusts to create Estate Plans designed for maximum asset protection and long-term wealth preservation. Start a lasting legacy and become the first in your family to pass down wealth for generations.
Ultimate Asset Protection
Safeguard your assets from creditors and lawsuits.
Keep What You Earn Training
Learn how Trusts can replicate the powers of a natural person.
Peace of Peace of Mind
Avoid probate hassles, estate taxes, family disputes, and financial uncertainty.
From the Wealth Innovation Center of Jerry Van Essen
For decades, the most powerful financial strategies have been the closely guarded secrets of the ultra-wealthy.
Today, Asset Smart is changing that narrative. We're opening the vault of elite wealth tactics and sharing them with you!
Financial challenges are mounting every day. Each moment you wait could be costing you opportunities.
Our team of Estate Planning & Trust Architects are ready to guide you from financial uncertainty to prosperity and security.
Lead a comfortable life while taking care of your future.
90%
of all businesses experience a lawsuit at some point in their lifespan
70%
70% of generational wealth disappears after the 2nd generation and 90% by the 3rd
We will not design your Estate with a Paperweight.
Book a consultation with one of our Estate Planning & Trust Architects to help craft an optimal trust structure for your business.
We will map out your entire estate plan for you and you get to keep it for the moment when you're ready to live in and through Asset Smart Trusts.
Your consultation investment will be credited towards your very first Asset Smart Trust Estate Plan.
Earn $1,000 Towards your
Estate Plan with our
Smart Awards Referral Program
Unlock exclusive rewards with the Smart Rewards Referral Program —earn service credits for each successful referral.
Help your network shield assets and enjoy premium benefits as a valued member!
Watch your rewards grow as you bring in more referrals—up to $2,000 in service credits per referral.
Your referral will get $1,000 towards their estate plan.
Reach referral milestones for even more perks, including free setups and bonus credits.
Referral Bonuses
Enjoy immediate rewards for each new customer you bring in.
Immediate ROI
Leverage service credits to offset future costs and benefit from ongoing discounts.
No Brainer Rewards
Referred customers enjoy $1000 towards their estate plan.
First-Year Perks
Referred customers get maintenance for the first year, adding extra value to your recommendation.
E-LEARNING
Popular Lessons
Free Assert Smart Workshop
Are You prepared?
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1 Hour Training
Keep What You Earn Training
Wealth Protection
5 Topics
2 - Hour Training with Q&A
Estate Planning with Trusts
E-Book
10 Lessons
5 Min read
Don't take our words for it, Hear from our clients
Our clients’ success stories speak for themselves. At Asset Smart, we’re dedicated to providing customized estate planning solutions that deliver real results. From preserving generational wealth to simplifying complex trusts, our mission is to ensure your peace of mind.
Troy
Jim & Megan
Cheryl
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