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STS Program Setup & Activation

This course is designed as a complimentary video and personal self-help aide to the Green Book activation and teaching trust guide which was included with your STS Program. 

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To Open Course, first click to select an enrollment option below.

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This is an Optional Course for STS Holders
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. 

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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.​​​​

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Self Help with New STS

STS Setup: Bundled

CA$295

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

CA$695

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

CA$995

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

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