White Glove: the done-with-you platform for the Trifecta Pathway.
A member starts with a conversation and finishes with notarized structures, an EIN in hand, and a private archive of everything they built. Your team stays in the loop at every checkpoint, and the manual work moves off their plate.
Right now, the Trifecta is delivered by hand.
A member who wants the Trifecta but does not have the time has to be walked through it one call at a time, with documents prepared by hand and tracked across email and folders. White Glove turns that whole delivery into a product, so every member gets the same white glove experience and your team does it in a fraction of the time.
Today
- Each member walked through personally, start to finish
- Documents prepared and tracked by hand, scattered across tools
- Hard to scale past the hours your team can give
With White Glove
- One guided path every member moves through the same way
- Documents drafted from your templates and stored in one secure place
- Your team reviews and approves instead of doing the busywork
Six parts, one platform.
Each part removes a piece of manual work and gives you something you can hand a member with confidence.
The member experience
The guided path a member moves through: a short assessment, the questionnaire that captures everything, a clear view of where they are, and the finished archive at the end. Plain language, one step at a time.
The staff console
Your team’s side. Review a member’s assessment, set the scope and contribution, generate their documents, run the review checkpoints, and prep the one big call. Everything about a member in a single view.
The document engine
Your Trifecta templates turned into a drafting engine. It fills a member’s details into the Church Ministry, Express Trust, and PMA documents, plus any add-ons, and flags anything that needs a decision before your team reviews.
The secure vault
Every document stored privately and encrypted, behind a login with two-factor sign-in. The member owns their vault, your team sees only what it needs, and every access is logged, so privacy is something you can show, not just promise.
Contribution and agreements
The assessment sets the price: the base White Glove plus any add-ons, each as its own line. The agreement drafts from that, the member signs, and the contribution is collected, all in one flow.
Your collaboration dashboard
Your own command center for this build, in the spirit of the dashboards we build for our top clients. Watch the platform take shape live, leave feedback on anything as you see it, and talk to it directly through your own chat assistant and a Telegram bot that feeds straight into the work. You stay in the room the whole way.
The path a member walks, start to finish.
The conversation
It starts with a talk. What is your situation, what are you protecting, what feels right to move on. By the end, the scope is clear.
The assessment
We map what they have: an existing LLC, property, vehicles, investments, whether they need passive trusts. That sets what gets built beyond the foundational Trifecta.
Scope and contribution
They get a clear cost. The base always includes the Trifecta course. Add-ons like passive trusts, an LLC integration, or rolling investment accounts into the trust are each priced on top.
The agreement
The agreement is drafted from the assessment and signed.
The contribution
The member makes their contribution and the build of their structures begins.
The questionnaire
A guided questionnaire collects everything needed to prepare the documents.
Preparation
Every document is prepared from your templates, ready for review.
The big call
One call to review and notarize everything. The member leaves with documents in full force and effect, an EIN in hand, and guidance on opening the bank account.
From there, the member keeps a private, organized archive of every structure they built and the wiki that explains it, and they can come back to it any time.
Since becoming a member of the Trifecta I have not only learned but begun to embody what true sovereignty means.Sacred Honor Private Member. White Glove makes this experience repeatable, for every member, the same way every time.
Built on production-grade infrastructure, in your name.
White Glove runs on the same stack we use for serious software: a fast web front end, a secure database and document store, payments, and the Claude API doing the drafting. All of it is set up in SHEF’s name, so you own the accounts, the data, and the infrastructure from day one.
- Front endHosted on Netlify. Fast, reliable, and what your members and team actually use.
- Data & documentsSupabase. Encrypted database and private document storage with strict access rules.
- Document draftingClaude API. Drafts each member’s documents from your templates and explains the clauses.
- ContributionsStripe. Handles the base contribution and any add-ons, cleanly itemized.
How member documents stay safe
- Encrypted in transit and at rest, with each document encrypted before it is stored
- Two-factor sign-in required on every account
- Database rules so a member can only ever reach their own documents
- A full audit log of every view and download
Operating costs (the Claude API, hosting, and storage) are set up in your name and scale with how many members are in active setup. They stay modest at normal volume, billed pass-through, and we confirm the actuals after your first cohort, the same way we scoped Provenance.
A demo in two weeks, a full model in a month.
Kickoff
Your collaboration dashboard goes live so you watch from the start, and the infrastructure goes up in your name.
Working demo
You log in and click through the core member flow and the staff side, and start giving feedback.
Full working model
The whole platform runs end to end, and we start stress testing it hard against member scenarios.
Refine and launch
We tighten everything the stress test surfaces, then bring your first members through.
What this build is worth, and what it costs you.
This is the full White Glove built out as its own platform, beyond the lean line in the original four-track proposal. Here is what each part is worth on its own.
| Member experience and guided flow | $5,000 |
| Staff console and review workflow | $3,500 |
| Document drafting engine | $3,500 |
| Secure vault, sign-in, and audit log | $3,000 |
| Contribution and agreement flow | $2,000 |
| Your custom collaboration dashboard | $3,000 |
| Standard build | $20,000 |
Half the standard build. The collaboration dashboard is included, not billed on top.
Same terms as the rest of your builds: fifty percent to begin, fifty percent at thirty days. Trifecta is a $5,000-plus pathway on its own, so a platform that delivers it end to end, with your own dashboard to watch it get built, sits comfortably at this value.
Three steps to kickoff.
You give it the green light and the deposit, and we set the kickoff date.
Your collaboration dashboard goes live and the infrastructure goes up in your name.
Within two weeks you are clicking through a working demo and steering the rest.
