Member Resource

Secure Document Storage

A private, encrypted vault for your membership documents — visible only to you.

Formation papers

We never collect SSN or the EIN number. Mark a paper on file after you have the document. Uploads for trust packages still use the vault below.

Secure Document Storage

Available after you purchase an Irrevocable Private Trust, 508(c)(1)(a), or 501(c)(3) trust package. Your documents are delivered here automatically after payment.

View Trust Packages

Questions About Your Documents?

Our team can help if a file looks missing or a package needs to be regenerated.