Sole TRUST Group powered by CIRCLE OF LIFE FOUNDATION
Description of Goods & Services
I provide private educational consulting and coaching services focused on trust education, fiduciary administration support, business structure education, recordkeeping guidance, and private educational sessions.
All services are educational in nature. No legal, tax, or financial advice is provided. Clients are responsible for their own decisions and actions.
Customer Support & Contact Information
Email: ataylor@soletrustgroup.com
Customer inquiries are typically responded to within 24–48 business hours, excluding weekends and holidays.
Refund & Cancellation Policy
Due to the nature of educational services and digital consulting:
All sales are final once services are rendered or materials are delivered.
Sessions may be rescheduled with at least 24 hours’ notice.
Missed appointments without notice are considered fulfilled and non‑refundable.
Billing concerns must be submitted within 7 days of the transaction date.
Terms & Conditions
By engaging with services offered on this website, you acknowledge and agree that:
All content and services are provided for educational purposes only.
No legal, tax, financial, or fiduciary advice is provided.
No attorney‑client, advisor‑client, or fiduciary‑client relationship is created.
Results are not guaranteed.
Use of this website constitutes acceptance of these terms.
Privacy Statement
Client contact information is used solely for communication, scheduling, and service delivery. Information is not sold or shared with third parties except as required to process payments or comply with lawful requests.
Sole TRUST Group
Education • Consulting • Legacy Literacy
Sole Trust Group provides educational consulting and administrative support services focused on trust education, fiduciary literacy, and legacy planning awareness. Our mission is to help individuals better understand private trust concepts, documentation processes, and long-term planning strategies through education and coaching.
What We Do
Sole Trust Group offers educational resources and consulting services designed to support individuals seeking greater knowledge of fiduciary responsibilities, trust structures, and legacy-focused planning.
Our services include:
Educational consulting sessions
One-on-one coaching and strategy discussions
Workshops and learning sessions
Digital educational materials
Administrative document support and guidance
All services are delivered digitally or through scheduled consultations.
How Services Are Delivered
Services are provided through:
Virtual consultations
Scheduled coaching sessions
Digital documents and educational materials
Online workshops and learning resources
No physical products are sold.
Who We Serve
We work with individuals, families, and entrepreneurs who are seeking:
Education on trust and fiduciary concepts
Guidance on organizing personal or family records
Support understanding legacy-focused planning tools
Educational insight into administrative trust processes
Our role is educational and supportive — empowering clients through knowledge.
Important Disclosure:
Sole Trust Group provides educational and consulting services only. We do not provide:
Legal advice
Financial advisory services
Investment services
Tax preparation or representation
Clients are encouraged to consult licensed professionals for legal, tax, or financial matters as appropriate.
Contact Information
For questions or to schedule a consultation:
📧 Email: artaylor@soletrustgroup.com
📍 United States
Educational consulting and private coaching services only. No legal, financial, or investment advice provided. All services are delivered digitally.
© Sole Trust Group. All rights reserved.
Take control of your financial FREEDOM
We’re here to help you build legacy
About the Founder
I am Lei Taylor, founder of Sole Trust Group.
I bring over two decades of experience in mortgage underwriting, trust education, and fiduciary literacy. My work focuses on helping individuals and families better understand trust concepts, protect their privacy, and make informed decisions about legacy planning through education and consulting.
Through Sole Trust Group, I provide educational guidance, consulting, and administrative support designed to increase awareness of fiduciary responsibilities and long-term planning principles. My approach centers on education, organization, and empowerment — giving clients the knowledge they need to navigate complex systems with clarity and confidence.
I am the author of the forthcoming book Walking on the Private Side, which explores personal responsibility, education, and self-determination within modern systems.
Choose your starting point
Explore memberships & class packs
Beginner’s Guide to Trust Literacy
Free
Receive expert tips for getting started, a checklist for your first year of operating your trust, and helpful follow-up links.
Monthly Membership
$39/mo
Monthly access to our growing library of online classes, training courses, special events, and 1-on-1 coaching sessions.
Annual Membership
$429/yr — Get 1 month free
Annual access to our growing library of online classes, training courses, special events, and 1-on-1 coaching sessions.
Get unlimited access to our full suite of programs when you become a member.
