Here you will find most of the answers to to common questions that we receive. If your questions is not here, then click the box below to possibly add your question to our list.

A: To begin working with KJ PTA, LLC, please sign up on our website and request a link to join our secure Moxo platform. Once you receive the invitation, you will be able to complete the new member intake process digitally. This intake allows our team to thoroughly evaluate your financial needs, including wealth management, estate planning, property ownership structuring, and trustee services. Using the Moxo platform ensures a streamlined, confidential, and efficient onboarding experience, enabling us to tailor our services precisely to your goals and circumstances. Make sure to check your junk or spam email for the invite

KJ Private Trustee Association located at 8834 E 34 Rd Unit 131, Cadillac, Michigan 49601

Office : 855-805-5782 Fax: 855-247-1568 Email: contact@kjpta.com.

Before starting any services, you'll complete quizzes to verify that you've studied the information thoroughly. This ensures you understand the process and requirements.

Clients who achieve the best results:

• Study all materials completely before starting

• Follow instructions exactly without modifications

• Stay in regular communication with our team

• Complete all required steps within specified timeframes

Members get access to:

• Online booking system

• Secure file sharing

• Study quizzes and verification tests

• Forum access for community support

• Educational courses and training materials

• FAQ database and resources

Yes, we offer flexible payment plans for our services to accommodate different financial situations. Please contact us for more details on the available options.

We teach and assist with the accept for value process and proper use of 1099 forms. This is an educational process where we provide the knowledge and tools, but you implement the strategies.

The most common debts we help with include:

• Mortgages

• Student loans

• Car loans

• Other consumer debts

Yes, we have a dedicated Mortgage Discharge Service that focuses specifically on mortgage debt discharge.

We assist with all types of trusts including:

• Revocable trusts

• Irrevocable trusts

• Land trusts

• Legacy Dynasty Trust

• Other specialized trust structures based on your needs

We have the best success rate across all different trust types. Our team has 5 years of experience in trust and estate planning.

Yes! We offer comprehensive trustee training that covers:

• Different types of trusts and their purposes

• How to properly serve as a trustee

• Self-paced learning (no fixed completion time)

• Quizzes to verify your understanding

• Ambassador Certification- Legacy Blueprint Representative

• Stewartship- Legacy Blueprint Trustee

Political status correction helps you establish your rightful status as a born national in America, which can provide greater sovereignty and legal standing. This process involves specific documentation and procedures that we guide you through step-by-step.

The typical timeline is 1 week for the core process. However, the most challenging part for clients is managing the mailing period for documents, which requires strict adherence to our instructions.

The mailing period requires precise timing and specific procedures for sending documents. Clients who don't follow our detailed instructions exactly often experience delays or complications. We provide step-by-step guidance, but success depends on following directions carefully.

You'll receive all necessary status documents as part of our Exclusive Package ($2,199), which includes status documents, trust creation, UCC filings, and trust account services. There are other options for political status packages available on the website

Absolutely, as long as the amount is over $600. It’s best if you attempt this directly yourself first using the 1099-A rather than involving a Trustee

Unfortunately you can not, The Cesti Que Vie trust law states that the remedy is for personal purchase and personal use only.

No, It means that the IRS has accepted your 1099a, which gives you the go ahead to send it to your trustee to process.

Visit the book online service page to schedule and register for a consultation.

Go online to vitalcheck.com to order the long version of your birth certificate (that’s if you do not have your birth certificate). If you have your birth certificate, visit your local Secretary of State that offers Authentication services or go online to request authentication. Once the State level is complete then visit the Travelstate.gov website to authenticate on the federal level. The link to the Federal form is on the Information and Resources page on this website. We have a quiz online to educate you on the process

You can find information regarding step by step and a check list on the share file page.

No. KJPTA and its members are not attorneys or financial advisors and do not offer legal or financial advice. All information we provide is for awareness and educational purposes only.