Establish bulletproof legal protection for your trust with our comprehensive IRS filing protocol. Capacity. Jurisdiction. Liability. All locked down.
Each lock secures a critical aspect of your trust's legal foundation with the IRS
Establishes who has the legal authority to act on behalf of your trust with the IRS under Title 26.
Documents the legal jurisdiction and authority under which your trust operates.
Establishes federal fiduciary appointment under Title 31, completing the liability protection framework.
Everything you need, automatically generated and ready to file
Professional IRS submission letter
Responsible Party & Address
Fiduciary Relationship Notice
Federal Fiduciary Appointment
Administrative Realignment Statement
Our AI guides you through every step of the Triple Lock filing
Provide your trust details, EIN, and fiduciary information. Our system validates everything in real-time.
Our Five-Mind AI generates all required forms and documents, pre-filled with your information.
Download your complete Triple Lock packet as PDF. Sign where indicated by the fiduciary.
Send via certified mail to the IRS. We provide the exact address and tracking guidance.
Essential protection every trust needs before any tax filings
Establishes clear fiduciary capacity with the IRS, preventing confusion and disputes.
Documents proper authority and jurisdiction, ensuring the right venue for all matters.
Limits personal exposure through proper entity structure and documentation.
Required foundation for all subsequent tax filings including Form 1041 and 1041-ES.
Creates a clear paper trail that protects you in case of IRS audit or inquiry.
Bank-grade documentation that meets the highest standards of legal compliance.
Included with Professional & Enterprise plans, or available as an add-on
Fill out the form below to generate your complete Triple Lock packet
Don't have a trust? Create one first
Format: XX-XXXXXXX
Required for Form 8822-B
Your complete packet will be generated instantly
Don't file a single tax return without completing the Triple Lock Process. Protect yourself, your trust, and your beneficiaries.