AI Archive Intelligence Platform
400+ Hours of CLTS Strategy and growing every month. Now Searchable in 5 Seconds.
Six years. 250+ certified calls with hours of new content added every month. Indexed, summarized, timestamped, and searchable. Powered by the highest level of OpenAI technology built exclusively on CLTS content.
Six years. Every Friday.
Built for you.
The CLTS Weekly Call has been the heartbeat of this community since 2020. Every session is live, expert-led, and purpose-built to keep you ahead of your trust and asset protection journey.
However, with an ever-growing content library for our community, it does have some challenges.
Learn more about the Weekly Call Archive that feeds this AI Intelligence Platform →- Live Friday call hosted by CL Trust Solutions every week for 6+ years
- Designed for individuals and fiduciaries in the trust community
- Stay ahead, stay informed, and advance your trust and tax knowledge
- Open to new and existing members at all levels of experience
- Every session recorded and archived since 2020
- 250+ calls, 400+ hours of expert-led content
- Topics spanning fundamental trust mechanics to advanced fiduciary strategy
- A compounding library of knowledge, growing every single week
Finding what you need
shouldn't take this long.
For years, every weekly call has been stored by date alone, without titles, tags, or summaries. For longtime members, the content is deep and valuable, but navigating it has always required patience. For those just joining, the volume can feel overwhelming before you even begin.
Whether you have been with us for five years or five minutes, you deserve instant, confident access to everything CLTS has built together. That is exactly what this platform delivers.
What This Means For You
Six Years of Knowledge.
One Question Away.
For years, everything you needed as a fiduciary lived across hundreds of hours of calls and archives. Powerful, but a lot to dig through. We streamlined it. The AI platform sits on top of all of it and answers you directly.
And it gets smarter the more the community uses it. Every question asked, and every insight shared, strengthens the tool for everyone. That is the direction CLTS is moving, not because AI is trendy, but because it genuinely expands what you can do as a fiduciary while keeping you connected to the community.
Three Powerful Tools.
One AI-Driven Platform.
Every answer, citation, and search result comes exclusively from your CLTS weekly calls powered by OpenAI. Updated monthly with new content.
Open to the Public — Get Access $69.99/moBefore, with 250+ unlabeled calls and growing, finding a specific topic meant guessing, searching, and listening through recordings for hours or even days with no guarantee of finding what you needed. That is over.
Simply type any subject and the platform instantly identifies every call where that topic was discussed. Each result delivers the call date, a call summary title, a direct excerpt, a full call summary, and an index score indicating the topic's relevance to the specific section of the call where it was found.
Full OpenAI power, restricted to CLTS content only. Ask a question about your situation, your strategy, or any subject matter and receive a detailed, expert-quality response drawn entirely from what has been taught and discussed across all CLTS Weekly Calls.
Throughout every answer, you will see inline citations referencing the exact call and timestamp where OpenAI found that information. You can go listen to it yourself, in context, at the precise moment it was discussed.
Every call. Every month. Every year from 2020 to today, organized, titled, and fully enriched. Select any date to reveal a full call title, complete summary, key topics discussed, key takeaways, and top member questions asked.
Whether you missed a live session or want to revisit a topic covered two years ago, you now have a complete, organized gateway into every CLTS call ever recorded. No more wondering what was covered or sitting through a full hour to find one answer.
From six years and 400 hours of recordings,
to CLTS AI-driven answers in seconds.
Every CLTS call from 2020 to present, transcribed, titled, summarized, and tagged with searchable topics and timestamps.
The highest-level OpenAI technology reads exclusively from CLTS calls, not the open internet. Every answer comes from what we have built together.
Three purpose-built tools surface any topic, answer any question, and organize every call, all with timestamps so you know exactly where to listen.
New calls are added monthly. Every session strengthens the platform. The more our community participates together, the smarter and more valuable it becomes.
Open to Everyone.
Built for the Serious.
This is the only CLTS offering available to the general public as a standalone subscription.
Our Gift to Everyone
Who Is Ready.
Most organizations at this level will not talk to you unless you show up with five to ten thousand dollars. We built something different. If you have been studying private lifestyle strategies on your own, wondering how to structure assets, protect what you have built, or simply curious about how this community thinks, now you have a front door.
At $69.99 per month, the AI Archive Intelligence Platform gives you immediate access to six years of indexed, searchable CLTS strategy. Search by topic, ask any question, browse every recorded session. No live weekly call. No trust portal. No tax preparation access. Just the archive — which is the most powerful place to start.
Open to the Public — Get Access $69.99/moAlready Included in
Your Subscription.
If you are an active CLTS member on a monthly subscription, the AI Archive Intelligence Platform is already part of your package at a more advanced level. If you are a CLTS member who is not on a monthly subscription plan, selecting such will include this AI Archive Intelligence Platform. See the Member Packages or Monthly Subscriptions page for more information.
Wherever you are on your trust journey, whether you are attending the live weekly calls, working through your self-study portals, or coordinating with the tax preparation team, this platform is your companion throughout. Use it to collapse your study time, answer questions in real time, and get the most out of every resource available to you.
For anyone looking to become a CLTS member, or all current existing CLTS members, can access the AI Intelligence Platform via any of our monthly subscription plans.
View Member Packages