Deferred Sales Trust Management Platform

The easy way to manage & create a Deferred Sales Trust

Grow your billable hours. Simplify complex capital-gains deferral strategies with a platform built to meet professional standards. Whether you’re an attorney structuring a high-stakes trust, a CPA seeking to optimize tax outcomes, or an advisor guiding clients through asset sales—our DST platform delivers compliance, scalability, and peace of mind.


    Deferred Sales Trust Step By Step

    A powerful easy-to-use platform

    Ditch the headaches of complex DST setups and enjoy a smooth, intuitive platform built specifically for legal, tax, and financial professionals.

    Generate Proposals in 10 Minutues

    Our platform’s clean design and guided workflows ensure each profession can navigate DST transactions confidently

    We Are Here To Support You

    Want to see another feature, an additional menu item or process that will help you? Say no more, let us know

    Creation to Ongoing Administration

    Our guided wizard walks you through trust creation, installment schedules, and compliance checks, no guessing needed

    Improve Conversions

    Streamlined Professional Workflow

    Combine legal, tax, and financial tasks into a single digital environment, reducing handoffs and miscommunication.

    Whether you’re handling a few DSTs or hundreds, the platform’s structure and workflows save considerable staff time, thus lowering overhead.

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    Best Results

    Generate Deferred Sales Trust Proposals

    Create beautiful, professional proposals and summaries with your logo to win more business.

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    How it works

    The step-by-step approach

    Create a Deferred Sales Trust analysis and create a beautiful proposal to help clients understand the benefits of creating one

    Create Opportunity

    Create the Deferred Sales Trust Opportunity to determine eligibility

    STEP 1

    Generate Analysis

    Compare using a Deferred Sales Trust versus not using one

    STEP 2

    Generate Proposal

    Show your client the Deferred Sales Trust benefits through our proposals

    STEP 3
    AI-Powered Deferred Sales Trust Recommendations

    Helping you cover
    and uncover hidden risks

    Let the platform take some of the heavy lifting off your shoulders.

    Get started
    • Evolving Recommendations
    • Constant updates
    Flexible Pricing

    Flexible plans, unmatched value

    Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.

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    Customer Testimonials

    We love our users and they love us

    The best way to showcase our commitment is through the experiences and stories of those who have partnered with us.

    I just had to take a moment to express my gratitude for the outstanding service they provided. Their complete assistance and efforts were truly remarkable.

    Frederic Hill

    Founder & CEO

    Every step of the way they provided helpful advice, recommended strategies to ensure our website was optimally set up.

    Julie Kyle

    Account Executive

    Excellent service and throughly trained professionals, and their follow-up on tickets was handled with such care and attention to detail.

    Brendan Buck

    Data Engineer

    Every step of the way they provided helpful advice, recommended strategies to ensure our website was optimally set up, and made sure every element was clear.​

    James Ellis

    Content Designer

    Excellent service and throughly trained professionals, and their follow-up on tickets was handled with such care and attention to detail.

    Paige Lowery

    Marketing Manager

    I just had to take a moment to express my gratitude for the outstanding service they provided. Their complete assistance and efforts were truly remarkable.

    Stefan Ball

    Head of Brand

    Deferred Sales Trust Made Easy

    A single, powerful, easy-to-use platform

    Show your clients the power of a Deferred Sales Trust and put time back on your side.

    Get started