Perpetual Legacy Trust

The Eternal Legacy Trust

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Your Eternal Legacy Trust

Your Legacy Advisor-Terms

Unique and Creative Trust Strategies

The Ideal Trust Management Environment for Success

Experience & Proven Management Team Success

Flexible, Individualized Cost-Effective Trust Services

The Perpetual Legacy Trust or "Eternal Trust" for the Affluent Wishing an Eternal Gifting Legacy


Serving Families in Perpetuity


Provide unparalleled trust services delivering value to the client


No investment and/or insurance products no conflict


Create a pleasant user-friendly client experience


Ability to make informed but quick decisions


Design trust products and services by listening to our clients


Customized trust services (not cookie cutter)


Continually upgrading services to maintain market edge


Provide a substantial "no state taxable" presence regarding trust administration


Offer unparalleled experience in trust situs


Remain a top-rated trust, asset protection, privacy and tax jurisdiction


No sales quotas New business flow results from above philosophy


For more detail about a personal trust Please contact us.

We ask goals to retain an estate professional for a no fee first

interview to find if any alternatives may be considered as:


Directed Trusts

Regulated Private Family Trust Co.

Unregulated Private Family Trust Co.

Trusts for International Families


We wish to be frugal with your time, our time and 

estate attorney time to find qualifications.

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To view various Trust alternatives Go Here &

Free Will Consultation & Discounted Trust by Experienced Local Estate Advisors

Copyright 2018 K. B. Wheeler Jr. All rights reserved 3-10  5-D