How the 537 IST Strategy Works
Free Consultation
We analyze your specific situation and calculate your potential tax savings. No obligation, just clarity.
Trust Setup
Our legal team establishes your IRS-compliant 537 Installment Sale Trust within 2-3 weeks.
Receive Income
Get quarterly payments.
Why Route Owners Choose Us
Legal Protection
Expert legal team focused on compliance and asset protection.
Track Record
3,800+ transactions since the 1970s, with no IST audits reported to date.
Personalized Service
Dedicated support team guides you through every step of the process.
Fast Setup
Complete trust establishment in 2-3 weeks, not months.
Hear From Route Owners Who Made The Smart Move
Real FedEx contractors sharing their 537 IST success stories
Cheyenne M.
FedEx Contractor
Ron H.
Property Developer
Clark P.
Commercial Property Owner
Common Questions
Everything you need to know about the 537 IST Strategy
How long does setup take?
The complete trust establishment process takes 2-3 weeks from initial consultation to funding. Much faster than traditional alternatives.
What if I already sold my routes?
You need to set up the trust BEFORE selling. Contact us immediately if you're planning to sell so we can protect your proceeds.
Are there any risks?
Yes. The note pays a fixed 6%, paid from the trust's assets; an optional surety bond protects your original principal. Not FDIC insured. If the trust ends short of the original principal, the firm returns its fees. That may not cover the whole gap.
See How FedEx Contractors Are Saving Millions in Taxes
Watch this Route Consultant Industry Insights interview with Kevin Brunner to understand how the 537 IST strategy works and why it's the smart choice for route owners.
