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Plans & Pricing Page Instructions - James Steele IV
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STS Program Management and Administration

Instructions
(as of 04/01/24)

This website is your gateway to purchasing and managing your STS Program though your personal client profile. Please read this page carefully as there are several steps to do to get activated with your management portal, and several ways to pay for your annual trust services maintenance fees. Once set-up, you will enjoy 24/7 ease of access to all the tools you will need to manage an STS Program using the latest in online e-learning technology. 

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Please Note: This self-enrollment interface is new as of April 1, 2024. If you encounter any issues with the payment links not working, pleased advise James right away using the contact form on the home page. We do have a manual enrolment process where we assist in the full setup. This service is provided free of charge. 

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Here are the sequential Steps to Follow (please read carefully)

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  1. If you haven't yet created a user name AND account profile on this client portal, please return to the home page, and follow the instructions in the box at the upper right margin. You must first create an account and then login before proceeding.

  2. For NEW AssetPro clients:

    1. For New STS Program Purchasers: In order to purchase an Asset Pro STS Program (if you don't already have one), we need to have you create a free account on this platform and go the Purchase STS page to complete the application form and pay the prescribed fee. We will then grant you access to the back office as an STS client and have you create a new member account record on this portal and begin the process of completing the Oaths of Confidentiality between you and us. Once we receive your signed application and payment, we will enable you as a full member in the back office which will allow you to create the STS member record. If you encounter any challenges using the shopping cart on that page, please let us know. Return to this step when finished and continue to follow the steps in your autoresponder emails to finish updating your account info on the My Account page. ​

    2. For Pre-existing STS Program Holders: In order to grant you access to the back office as an STS client, create a member account record on this portal, verify your status, and begin the process of completing the Oaths of Confidentiality between you and us, you must first subscribe to and complete the STS Non-Disclosure Process to validate your status as an STS Program holder or Trustee. Once we receive your documents, we will enable you as a member in the back office which will allow you to create the STS member record. You may purchase the setup fee using the shopping cart button below and we will manually enroll you in that course within 48 hours. If you encounter any challenges using the shopping cart on this page, please let us know. Return to this step when finished and continue to follow the steps in your autoresponder emails to finish updating your account info on the My Account page.

  3. NOTE: The main course options (priced in CAD) are summarized below only for information purposes. The courses are included in your annual program management and maintenance subscription fees. The subscription fee shopping cart feature is now active and is shown below. Simply choose your country / currency from the drop-down box and then select an annual, quarterly, or monthly billing option. For complete details about each course offering, please select the new STS Courses tab at the top to begin reviewing each option.

  4. On the course summary page, request access to your desired courses and use the payment links (where available) to subscribe to each course using your chosen currency based in your home country (CAD or USD). We will contact you to set up the monthly or annual subscription payment if it was not already done successfully by you. If you have any issues along the way, use the Let's Chat call-out bubble at the bottom of the page to instant message us for help. If we are available to answer, someone will respond shortly during our waking hours.

  5. Next, you will be manually enrolled in the selected courses. Our website and various third party hosting platforms collectively host all of the relevant training and educational resources you will need to manage an STS Program as a Trustee. ​

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PLEASE NOTE: You can pay by any major credit card through our Stripe interface or optionally by PayPal. If you are an American, or merely a Canadian wishing to pay directly in USD rather than in CAD, you may choose to register and gain access to those courses by choosing the relevant currency option from the course detail page. We have several options to pay through Stripe, PayPal, or email transfer. Contact James if you prefer another method. If you happen to encounter any errors during the checkout process, please contact him right away.

 

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For full course details, click the STS COURSES button in the menu bar.

For US-based clients, this summary is priced in Canadian currency to simplify our system. The approximate USD prices are as follows: $20, $40, $300, $220, $525, and $750 respectively based on an average CAD:USD exchange rate. 

Everyone (except new STS purchasers) needs to subscribe to both the STS Non-Disclosure Process AND the STS Gold Management & Maintenance subscriptions (either monthly, quarterly, or annual prepaid plan). These are the replacements to MPG's original annual $385 USD fee to Trust Services. The set-up programs offered below are optional for those new to setting up an STS program from scratch, or to pass on that knowledge to the successor trustees.
Plans & Pricing Page Instructions - James Steele IV
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Annual STS Management & Maintenance Subscription Options

(Select a Country / Currency)
Choose an Annual, Quarterly, or Monthly Subscription

(CAD) Management & Maintenance Fee - Gold - Annual
Country: 
CA
Plan #
1
Unlimited access for each year of your subscription + 3hr/yr consultation + Trusteeship
$400/year
Click to Subscribe

Payment in $CAD

  • Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.

  • All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.

  • Receive up to 3 hrs of telephone or video chat consultation per year.

  • Additional time is billable at our current hourly rate.

  • BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.


If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.


This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.

(CAD) Management & Maintenance Fee - Gold - Quarterly
Country: 
CA
Plan #
2
Unlimited access for each quarter of your subscription + 3hr/yr consultation + Trusteeship
$140/qtr
Click to Subscribe

Payment in $CAD

  • Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.

  • All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.

  • Receive up to 3 hrs of telephone or video chat consultation per year.

  • Additional time is billable at our current hourly rate.

  • BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.


If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.


This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.

(CAD) Management & Maintenance Fee - Gold - Monthly
Country: 
CA
Plan #
3
Unlimited access for each month of your subscription + 3hr/yr consultation + Trusteeship
$55/month
Click to Subscribe

Payment in $CAD

  • Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.

  • All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.

  • Receive up to 3 hrs of telephone or video chat consultation per year.

  • Additional time is billable at our current hourly rate.

  • BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.


If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.


This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.

(USD) Management & Maintenance Fee - Gold - Annual
Country: 
USA
Plan #
10
Unlimited access for each year of your subscription + 3hr/yr consultation + Trusteeship
$300/year
Click to Subscribe

Payment in $USD

  • Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.

  • All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.

  • Receive up to 3 hrs of telephone or video chat consultation per year.

  • Additional time is billable at our current hourly rate.

  • BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.


If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.


This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.

(USD)Management & Maintenance Fee - Gold - Quarterly
Country: 
USA
Plan #
11
Unlimited access for each quarter of your subscription + 3hr/yr consultation + Trusteeship
$100/qtr
Click to Subscribe

Payment in $USD

  • Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.

  • All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.

  • Receive up to 3 hrs of telephone or video chat consultation per year.

  • Additional time is billable at our current hourly rate.

  • BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.


If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.


This is a subscription product billed on a quarterly basis until you cancel. Cancel anytime from the account management page.

(USD) Management & Maintenance Fee - Gold - Monthly
Country: 
USA
Plan #
12
Unlimited access for each month of your subscription + 3hr/yr consultation + Trusteeship
$40/month
Click to Subscribe

Payment in $USD

  • Enjoy full access to this entire platform for the term of your subscription for one user. Other users must also subscribe to their own account.

  • All content and future additional material will be fully accessible indefinitely for as long as you remain a subscriber.

  • Receive up to 3 hrs of telephone or video chat consultation per year.

  • Additional time is billable at our current hourly rate.

  • BONUS for Gold Plan Members Only: Annual Trustee representation. You may appoint one or both of us to act as a non-voting Trustee to respond on behalf of the trust in event of an attack or other requirement.


If you wish to subscribe to more annual consultation time, you may pre-purchase additional annual consultation time by email request from our website.


This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.

Select the STS Courses tab at the top of the page to Subscribe. This Summary is in CAD$.

  • New Clients

    STS Non-Disclosure

    27CA$
     
    STS Program Non-Disclosure Process
     
    • Required First Step to Establishing an Account with AssetPro
    • Oath of Confidentiality Agreements
    • Provide Proof of STS Ownership or Trusteeship
    • Upload Your Completed Forms
    • 1 hour personal consultation
    • Create a User Profile on Asset Pro's Client Portal
    • Our Private Contact Details
    • Free Software Utilities
    • Lifetime Access
    • One-time Admin Set-up Fee

  • STS Gold Monthly

    55CA$
    Every month
    STS Management & Maintenance Course
     
    • Same Gold Plan with Monthly Billing
    • ONLY $1.83 / day for Total Privacy & Protection
    • The Essential Program to Manage the STS Program as a Trustee
    • Replaces the Prior Trustee & Registered Agent Services
    • Non-voting Trustee Representation Services
    • 3 hours of Annual Consultations and Letter Responses
    • Unlimited Access to our Online e-Learning Education Course
    • Complete Templates for Minute Orders, Agreements, & Letters
    • Legal Case Law and Precedents
    • Registrar Links and other Valuable Resources
    • Michael Clark's Talk Shoe Monday Night Call (6 year Archive)
    • Ongoing Lifetime Updates to our Reference Materials Library
    • LLC Registration and Revival
    • Registered Agent Set-up
    • Telephone, email, SMS, Video Chat Support
    • Free Access to Special Webinars
    • Create a User Profile on Asset Pro
    • Lifetime Access with Auto-Renewal
    • Our Private Contact Details
    • Free Software Utilities

  • STS Gold Annual

    400CA$
    Every year
    STS Management & Maintenance Course
     
    • Saves $200 CAD when Billed Annually
    • ONLY $1.10 / day for Total Privacy & Protection
    • The Essential Program to Manage the STS Program as a Trustee
    • Replaces the Prior Trustee & Registered Agent Services
    • Non-voting Trustee Representation Services
    • 3 hours of Annual Consultations and Letter Responses
    • Unlimited Access to our Online e-Learning Education Course
    • Complete Templates for Minute Orders, Agreements, & Letters
    • Legal Case Law and Precedents
    • Registrar Links and other Valuable Resources
    • Michael Clark's Talk Shoe Monday Night Call (6 year Archive)
    • Ongoing Lifetime Updates to our Reference Materials Library
    • LLC Registration and Revival
    • Registered Agent Set-up
    • Telephone, email, SMS, Video Chat Support
    • Free Access to Special Webinars
    • Create a User Profile on Asset Pro
    • Lifetime Access with Auto-Renewal
    • Our Private Contact Details
    • Free Software Utilities

  • STS Setup: Bundled

    295CA$
     
    STS Program Set-up & Activation (Bundled with Gold Plan)
     
    • Saves $700 when purchased with a Gold Plan
    • Complete Procedure to Set-up & Activate a new STS Program
    • Full Checklist of All Required Steps
    • Refresher Course and Status Check for Current Trustees
    • Provides Successor Trustees with the Background Know How
    • 1 hour personal consultation
    • Link to your personalized OneDrive folder
    • STS Activation - Preparation Module
    • Banking Setup - Trust 1 Procedure
    • Banking Setup - LLC Procedure
    • Create a User Profile on Asset Pro's Client Portal
    • Our Private Contact Details
    • Free Software Utilities
    • Lifetime Access for a One-time Fee
    • Saves 70% off the Standard Concierge Set-up Rate of $995
    • ($695 rate applies if not purchased with a Gold Plan)

  • STS Setup: Standard

    695CA$
     
    STS Program Set-up & Activation (Stand Alone)
     
    • Complete Procedure to Set-up & Activate a new STS Program
    • Full Checklist of All Required Steps
    • Refresher Course and Status Check for Current Trustees
    • Provides Successor Trustees with the Background Know How
    • 1 hour personal consultation
    • Link to your personalized OneDrive folder
    • STS Activation - Preparation Module
    • Banking Setup - Trust 1 Procedure
    • Banking Setup - LLC Procedure
    • Create a User Profile on Asset Pro's Client Portal
    • Our Private Contact Details
    • Free Software Utilities
    • Lifetime Access for a One-time Fee
    • Saves 30% off the Regular In-Person Set-up Rate of $995
    • (Save $400 more when purchased with a Gold Plan)

  • STS Setup: Concierge

    995CA$
     
    STS Program Set-up & Activation (Concierge)
     
    • This Concierge Program is the Full Service Option
    • Personal Coach to Help Set-up & Activate a new STS Program
    • Full Checklist of All Required Steps
    • Refresher Course and Status Check for Current Trustees
    • Provides Successor Trustees with the Background Know How
    • 24 hours of personal consultation and direct assistance
    • Link to your personalized OneDrive folder
    • STS Activation - Preparation Module
    • Banking Setup - Trust 1 Procedure
    • Banking Setup - LLC Procedure
    • Create a User Profile on Asset Pro's Client Portal
    • Our Private Contact Details
    • Free Software Utilities
    • Lifetime Access for a One-time Fee

Annual & Monthly Plans are non-refundable and will renew automatically at the end of each subscription period until cancelled by you.

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