This package is great for establishing your family's trust asset portfolio; Includes:
 
Legacy Estate Planning Consultation
Business Income Requirments / Tax Consultation
Business Audit
Business Coaching (3 Sessions)
Real Estate Purchase Check List
Real Estate Investment Check List
Property Management Check List


Additional Legal Documents & Services Can Be Added:
Power of Attorney
Living Will
Gift Deed
Business Planning
Real Estate Planning

If you are selecting more than one legal document, remember to list which documents you would like to have created, and to increase the quantity of the product. Your shopping cart will automatically be updated with the final pricing. Once the package has been paid in full document preparation will begin and our office will reach out to schedule your consultation to begin preparing your legal document request(s).


** 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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