This package is great for establishing your family's trust estate; Includes:
- Legacy Planning Consultation & Document Review
- Trust Establishment:
Trust Purpose
Trustee Establishment
Beneficiaries
Ownership Of Property
Assign and Convey Property To Living Trust
Amendment During Grantur Lifetime
Revocation During Grantur Lifetime
Distributions During The Lifetime of Grantur
Trustee Bond
Trustee Liability
Trustee Death or Resignation
Trustee Removal
Trustee Replacement
Trustee Powers
Trustee Compensation
Trustee Expenses
Spend Thrift Clause
Tax Indenification
Outstanding Debts, Taxes, or Funeral Expenses
Homestead Tax Exemption
Vote of Minor or Adult Dependent Beneficiaries
Termination of Trust
Abstract of Trust
Governing Law
Severability
Definition
Notary Acknowledgement
Schedule A - Business Framework Package
Incorporation Documentation Preparation and State Filing Fees
Business Analysis
Articles of Organization
SOS ID, EIN, DUNS, SIC, NASIC, NAV
1 Year of Registered Agent Annual Fees
Business Banking and Business Insurance Consultation
Expedited Processing 5 to 7 Business Days - Additional Legal Documents & Services Can Be Added:
Power of Attorney
Living Will
Gift Deed
Business Planning
Real Estate Planning
** Split Payment Plans Are Available In Addition To Financing Options with Split It, Sezzel, Paypal, and Klarna (soft credit check may apply with financing options, Split Payment Plans will acquire a $50 fee for reoccurring processing fees). Services begin once the package has been paid in full.
Once Paid-In-Full: Please allow 24-48 hours for processing, our firm will send you an email to begin our registration intake form, and upon completion, we can promptly begin your application with the Secretary of State and Trust Establishment Documentation. If you have any questions, please don't hesitate to call our office.
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