
This Course is an Optional upgrade for All STS Holders wishing to have personal and online tutorial assistance in setting up & activating a new STS Program.
All STS Programs come with a Green Book Teaching Trust instructional booklet that guides the Trustees in how to properly set up and activate a new Trust program. However, many clients prefer to have additional video tutorial assistance or even one-on-one coaching to help activate the STS.
Whether you are a grandfathered STS client of MPG and simply need a refresher or validation of your trust program setup, or you are a successor trustee trying to get caught up on what you were left with us an heir, or perhaps you have just purchased a new program from us, we are proud to offer this step-by-step tutorial to setting up an STS Program. We also include some personal one-on-one time with a coach to hold your hand through the setup process.
​Please click the Open Course button above to subscribe to this self-help program.
​
Options to Enroll
Note: some promotions may include the Bundled course option automatically with the initial purchase of a new STS Program. Please check your My Programs tab to see if the course is already listed and has you enrolled as a participant.
You may enroll using one of the Instant Access pricing plans below which will grant you immediate access to the course material and list your program under the My Programs tab. The first two options offer 1-hour of personal assistance with a coach in addition to the complete video tutorials of self-paced setup instruction. The Bundled price is for new STS Setup & Activations when purchased within 30 days of a new STS Program package. Thereafter, the Standard price will apply. Please select the appropriate option.
​The Concierge or full-service option can be purchased at any time. It includes 24-hours of personal coaching and is designed to be the complete done-for-you service where we do most of the setup and activation work for you including organizing notary services and bank account opening sessions with your chosen banker. All you do is complete the required schedules included in the STS entities, sign each page where instructed, visit the notary public for witnessing of the key pages, and visit the banker to open your two bank accounts. We handle all the rest.​​​​
Add terms and conditions

Self Help with New STS
STS Setup: Bundled
295
STS Program Set-up & Activation (Bundled with Gold Plan)
Valid until canceled
Saves $700 when bundled 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
(The $695 rate applies if not bundled with a Gold Plan)

Self Help without New STS
STS Setup: Standard
695
STS Program Set-up & Activation (Stand Alone Unbundled)
Valid until canceled
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 bundled with a Gold Plan)
This option is for after-sales upgrades only!

Full Service Option
STS Setup: Concierge
995
STS Program Set-up & Activation (Full Concierge Service)
Valid until canceled
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
Choose a pricing plan
Instant Access to the online course