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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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Legacy Estate Planning

$2,650.00Price
Excluding Sales Tax
Price Options
One-time purchase
$2,650.00
Split Payment Plan
Option One (Paid Over 2 Months)
$1,350.00every month for 2 months
Split Payment Plan
Option Two (Paid Bi-Weekly Over 2 Months)
$675.00every 2 weeks for 8 weeks
Split Payment Plan
Option Three (Paid Weekly Over 2 Months)
$338.00every week for 8 weeks
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