Begin Your Journey Toward Sophisticated Wealth Preservation
Personalized Guidance for Your Unique Situation
At TrustUp, we understand that effective wealth preservation requires personalized strategies tailored to your unique circumstances, goals, and values. Our team of trust specialists brings decades of experience in creating sophisticated solutions for discerning clients.
Whether you're exploring trust options for the first time, seeking to optimize existing structures, or planning for multi-generational wealth transfer, our experts are ready to provide the guidance you need to make informed decisions.
Select the best day and time to schedule a confidential strategy session with one of our trust specialists. All strategy sessions are completely private and carry no obligation.
Five Cowboys Way, Suite 300
Frisco, TX 75043
(214) 954-7113
info@trustupcommunity.com
Monday – Friday: 9:00 AM – 5:00 PM
Saturday: By appointment only
Sunday: Closed
We understand the importance of timely communication when it comes to wealth preservation matters. Our team is committed to responding to all inquiries promptly.
Conveniently Located in Frisco, Texas
Our office is located in The Star complex, easily accessible from Dallas North Tollway. Complimentary parking is available in the adjacent garage.
Get DirectionsCommon inquiries about our consultation process
No. Your initial consultation is complimentary and carries no obligation. This session is designed to understand your specific situation, answer your preliminary questions, and determine if our services align with your needs. We believe in establishing trust and value before any financial commitment.
While not required, having a general inventory of your assets and liabilities will help make the consultation more productive. Consider your primary goals for wealth preservation and any specific concerns you have. We'll send a brief questionnaire before your appointment to help you prepare, but the level of detail you provide is entirely at your discretion.
Initial consultations typically last 60-90 minutes. This allows sufficient time to understand your situation, discuss potential strategies, and answer your questions. We respect your time and ensure these sessions are focused and productive. If needed, we can schedule follow-up discussions to explore specific topics in greater depth.
Yes. We offer secure video consultations for clients who prefer remote meetings or are located outside the Dallas-Fort Worth area. Our virtual consultation experience is designed to be just as comprehensive and interactive as in-person meetings, with the ability to share and review documents in real-time through our secure client portal.
Following your consultation, we'll provide a detailed summary of our discussion and recommendations. If you choose to proceed, we'll outline the next steps, including any additional information needed, proposed timeline, and investment required. There is never any pressure to move forward—we respect that trust planning is a significant decision that deserves careful consideration.