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.
About the Weekly Call
Six years. Every Friday. Built for you.
- Live Friday call hosted by CL Trust Solutions every week for 6+ years
- Designed for individuals & fiduciaries in the trust community
- Stay ahead, stay informed, and advance your trust & tax knowledge
- Open to new & existing members at all levels of experience
- Every session recorded & 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
However, with an ever-growing content library for our community, it does have some challenges.
The Primary Challenge
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.
The All-New Weekly Call AI Archive Intelligence
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.
Before, 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. No more guessing which call had what. Every topic across all 400+ hours is now completely accessible and growing every month.
Cited: Call 09/22/2021 at 44:03 | Call 06/11/2020 at 31:50
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. Everything is timestamped so you can navigate directly to any moment in the recording.
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.
How the AI Archive Intelligence Works
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.
Who This Is For
Built for Every CLTS Member.
Maximize every call you have ever been part of.
You have been in the weekly calls, maybe for years. You have participated in strategy sessions worth hundreds of hours of expert guidance. Now you can command all of it, instantly, from a single platform.
- Stop searching for topics across unlabeled recordings
- Access 2020 through 2025 content you may have missed
- Get AI-cited answers to your specific questions in seconds
- Add the CLTS Tax Planning Portal for full tax service access
Start at full speed. Go at your own pace.
Haven't been part of the weekly call community over the last few years? Instead of feeling behind or overwhelmed, you now have immediate access to six years of indexed, AI-searchable strategy from day one. Attend live or catch up on your own schedule.
- Get oriented immediately with topic-based search
- Ask questions and receive expert-cited answers on day one
- Explore asset protection and trust strategies at your pace
- Follow along during live calls with the portal open alongside
This is the first time any private-based organization has released something like this. Gaining instant access to all CLTS call data, collapsing timetables, saving time, and escalating the value of every call.
CLTS Leadership · Weekly Call AI Archive Intelligence Platform Launch
What's Included
The Weekly Call + Tax Preparation +
AI Intelligence Bundle
Three powerful components. One monthly subscription. Everything you need to stay ahead.
Live Friday calls, Q&A access, and the full archive of 250+ recorded sessions — updated every week.
Secure online portal for tax service requests, document submission, and direct access to the CLTS tax preparation team.
AI-powered search, Q&A, and browsing across all 400+ hours of CLTS calls — cited, timestamped, and always current.
Pricing
Everything You Need. One Clear Bundle.
+ CLTS Tax Planning Portal
+ AI Archive Intelligence Platform
Unlock the complete CLTS experience. 400+ hours of indexed strategy, live weekly calls, AI-powered search, and full tax planning portal access. All in one place and constantly growing.
- Weekly Call Archive — all 250+ calls
- Access to every Live Friday weekly call
- Live Friday Q&A participation
- Weekly Call Archive updated weekly
- Secure online portal with tax service access
- Available tax service options & pricing models
- Request individual tax-related services
- Submit all tax preparation documents securely
- Portal access required to submit any tax preparation request to the CLTS team
- Access all weekly calls powered by the latest AI
- Search any topic ever discussed across 400+ hours
- Ask a Question with inline call citations
- AI Deep Dive for detailed analysis in seconds
- Build your own documents & fuel your fiduciary journey
- Monthly content updates — always current
For members who are price-conscious and simply want the Weekly Call Archive and CLTS Tax Planning Portal: a $69.99/mo Standard Bundle is available and remains the only authorized channel for CLTS tax service submissions. Inquire via the form below.
Get Started
Don't just subscribe to the content.
Command it.
Six years of CLTS expertise. 400+ hours. All of it indexed, searchable, and available to you the moment you subscribe.
Request Access
Gain Access to the AI Archive Intelligence Platform
To gain access to this exciting new AI Archive Intelligence, please complete the form below. Upon receipt of your submission and confirmation of your CLTS membership status, you will receive a confirmation email from CLTS within 72 hours with instructions and a secure online checkout link to enter your payment information, subscribe, and gain immediate access.
By submitting this form, you confirm your interest in subscribing to a CLTS bundle. Your information is kept strictly confidential and used solely to verify your status and deliver your checkout instructions. CLTS will contact you within 72 hours.