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Contact UltraTrust® for private guidance on irrevocable trust planning, asset protection strategy, and related trust questions.

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Why structure matters

  • Ownership design affects exposure.
  • Funding and records make planning real.
  • Clear trustee and beneficiary roles reduce friction later.

Trust-focused planning

Clear structure for asset protection, long-term stewardship, and family control.

Step-by-step guidance

Planning, drafting, funding, and next-step clarity in one coordinated process.

Designed for real-world use

Built to be understandable, actionable, and easier to maintain over time.

Contact Us

Estate Street Partners provider of the Ultra Trust®, a premium irrevocable trust plan

    Contact us at Ultra Trust® if you have any questions or you need assistance with setting up your irrevocable trust plan.

    Texas Office

    1560 E. Southlake Blvd, Suite 100, Southlake, TX 76092 U.S. Direct: (508) 429-0011U.S. Fax: (508) 429-3034

    [email protected]

    Estate Street Partners Riverside Building in Newton, MA: Sute 400, 275 Grove Street, Newton, MA 02466
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    The Alternative, Uncompromising & Exclusive Estate Planning & Wealth Preservation Chartered Blueprint for Your Accelerated Financial Success

    Providing Advanced Award-Winning & Expert Estate Planning, Irrevocable Trusts & Offshore Trusts, International Business Company, Foreign Asset Protection Trusts Services.

    Rocco Beatrice Sr., Managing Partner –
    CPA, MST, MBA, CWPP, CAPP – (Rating level “AA”, Rating level “O”, Rating level “G”)Award-Winning Estate & Trust Planner

    • CPA, MST, MBA
    • CPA – Certified Public Accountant
    • MS – Taxation, Master of Science in Taxation
    • MBA – Management & Taxation
    • BSBA – Management & Accounting
    • Certified Wealth Preservation Planner
    • Certified Master Mortgage Broker
    • Certified Medicaid Planner (CMP)
    • Certified Asset Protection Planner – Designated Rating Level “AA”, Offshore Asset Protection Rating Level “O”, Global Asset Protection Rating Level “G”
    • Award-Winning Estate & Trust Planner
    • International strategist of complex business transactions
    2

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    UltraTrust®

    Estate Street Partners, provider of the Ultra Trust®, a premium irrevocable trust plan

    Clearer structure, stronger asset protection strategy, and practical next steps for families, professionals, and business owners who want long-term planning that is easier to understand and maintain.

    Contact UltraTrust Read the White Paper

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    Office: 1560 E. Southlake Blvd, Suite 100, Southlake, TX 76092

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