ABOUT SERVICE SOLUTIONS EVENTS CONTACT

ARE YOU READY TO CREATE YOUR ESTATE?

 

HERE ARE THE 13 STEPS TO CREATING YOUR FULL ESTATE WITH SUCCEED

 

1. Estate Introduction

Get all the information needed to go through the entire Estate process.  

 

2. Estate Funding

 Identify all funding opportunities for the Estate building process.  

 

3. Estate Tax Assessment

 Identify any tax liabilities for any entities or individuals associated with the Estate. 
 

4. Estate Onboarding

 Identify all funding opportunities for the Estate building process. 
 

5. Estate Defined Roles

 Identify all names of each entities along with the positions and roles for each entity.
 

6. Estate Asset Summary

 Identify all assets that will be placed in the Estate for protection.

 

7. Estate Bank Appointments

 Open up the Trust bank accounts with the qualified paperwork.
 
 

8. Estate Review

 This is where you will review the Trust documents before going to the notary.

 

9. Estate Notary Appointment

 This is when you will notarize all Trust documents for the Trust. 

 

10. Estate Transfers

 This is when we legally move the assets into the Estate.

 

11. Estate Insurance

 This is when you will meet with insurance broker to discuss different life insurance policies and annuities. 

 

12. Estate Investments

 This is when you will meet with financial advisor to discuss different investments that will be owned by the Estate. 

 

13. Estate Summary

 Scheduled appointment with Attorney to go over all your legal questions and to get your legal opinion letters. 
 

 

Our Trust are represented by

Arielle Comer, Federal Licensed Attorney
Lashauna Hadley, IRS Enrolled Agent
  
 

 

COMPARITIVE PRICING 

(STATE VS. FEDERAL)

State Estate Packages

(4 Trust) 

 ($20,000 to $60,000) 

Federal Estate Packages

(4 Trust)

($200,000 to $300,000)

There are only a few companies that offer Federal Private Estates to the public. 

Penrose, Chun & Gorman

Estate Planning and Trust Law Firm in Santa Cruz, California.

$300,000 - 4 Trust & Capital Holding Company

Landskind & Ricaforte

Estate Planning and Trust Law Firm in .New York, New York.

$250,000 - 4 Trust & Capital Holding Company

Rosen and Rosen  

Estate Planning and Trust Law Firm located  in Houston, Texas.

$200,000 - 4 Trust & Capital Holding Company

Karan Staggers

After doing my research and consulting with several other companies, Succeed by far has the best price along with the education.

Robert Hutton

As I looked into this information, the education and the knowledge alone is worth more than any assets a person can have. 

Cynthia Moore

The professionalism of the company and thoroughness & expertise of the staff made it very easy to understand Estate Planning and Trust

SUCCEED ESTATE PLANNING AND TRUST

(LEGACY PACKAGE)

$120,000.00  NOW $100,000.00 

For A Limited Time Only

100% TAX WRITE OFF

WHAT COMES IN YOUR SUCCEED CUSTOMIZED ESTATE PACKAGE

ESTATE PRIVATE CONSULTATION

 

FEDERAL PRIVATE BUSINESS TRUST

 

FEDERAL PRIVATE

FAMILY TRUST

 

FEDERAL PRIVATE INVESTMENT TRUST

 

508C MINISTRY TRUST

 

CAPITAL HOLDING COMPANY

 

S CORPORATION OR 501C3

 

 

ARE YOU READY TO GET STARTED?

BECOME A SUCCEED MEMBER AND RECEIVE AN ADDITIONAL 10% OFF YOUR ESTATE PACKAGE

 

$100,000.00 to $90,000.00

 

100% TAX WRITE OFF

AS A SUCCEED MEMBER YOU WILL GET ACCESS TO

 

TRAINING 

EVENTS

PODCAST

COURSES

CREDIT

FUNDING

ATTORNEY

IRS ENROLLED AGENT

FINANCIAL ADVISOR

INSURANCE BROKER

REAL ESTATE AGENT

NOTARY

AND MUCH MORE. 

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Learn More

7 WAYS TO EARN MONEY FOR ESTATE

 

3 WAYS TO FUND YOUR ESTATE 

 

1 EXCLUSIVE OFFER FOR ESTATE 

LEGACY PACKAGE OPTION #1

 Get an additional 10% off when you pay within 30 days

 $90,000.00 to $80,000.00

 

(COMES WITH BUSINESS TRUST, INVESTMENT TRUST, PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

ESTATE $20,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 30

This package is designed to set up your Business Trust, Family Trust, Investment Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $90,000 WITHIN 30 DAYS

LEGACY PACKAGE OPTION #2

 Get an additional 5% off when you pay within 60 days

$90,000.00 TO $85,000.00

 

(COMES WITH BUSINESS TRUST, INVESTMENT TRUST, PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

 

 

ESTATE $20,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 60

This package is designed to set up your Business Trust, Family Trust, Investment Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

MEMBERS PAY - $85,000 WITHIN 60 DAYS, NON-MEMBERS PAY $95,000 WITHIN 60 DAYS

LEGACY PACKAGE OPTION #3

 Get the Offer price of $90,000 when you pay within 90 days.

 

(COMES WITH BUSINESS TRUST, INVESTMENT TRUST, PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

ESTATE $20,000.00 DOWN PAYMENT - LEGACY PACKAGE NET 90

This package is designed to set up your Business Trust, Family Trust, Investment Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $100,000 WITHIN 90 DAYS

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Sign Up Now

ENTERPRISE PACKAGE OPTION #1

 Get an additional 10% off when you pay within 30 days

 $60,000.00 to $54,000.00

(COMES WITH PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY OR 501C3)

ESTATE $10,000.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 30

This package is designed to set up your Family Trust and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $67,500 WITHIN 30 DAYS

ENTERPRISE PACKAGE OPTION #2

 Get an additional 5% off when you pay within 60 days

$60,000.00 TO $57,000.00

 

(COMES WITH PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

 

 

ESTATE $10,000.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 60

This package is designed to set up your Family Trust, and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

$71,250 WITHIN 60 DAYS

ENTERPRISE PACKAGE OPTION #3

 Get the Offer price of $60,000 when you pay within 90 days.

 

(COMES WITH PRIVATE FOUNDATION 508C MINISTRY TRUST, FAMILY TRUST, CAPITAL HOLDING COMPANY, S CORPORATION OR 501C3)

ESTATE $10,000.00 DOWN PAYMENT - ENTERPRISE PACKAGE NET 90

This package is designed to set up your Family Trust and Private Foundation Ministry Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $75,000 WITHIN 90 DAYS

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Sign Up Now

FOUNDATION PACKAGE OPTION #1

 Get an additional 10% off when you pay within 30 days

 $35,000.00 to $31,500.00

 

(COMES WITH BUSINESS TRUST)

ESTATE $5,000.00 DOWN PAYMENT - FOUNDATION PACKAGE NET 30

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $45,000 WITHIN 30 DAYS

FOUNDATION PACKAGE OPTION #2

 Get an additional 5% off when you pay within 60 days

$35,000.00 TO $33,250.00

 

(COMES WITH BUSINESS TRUST)

 

 

ESTATE $5,000.00 DOWN PAYMENT - FOUNDATION PACKAGE NET 60

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $47,500 WITHIN 60 DAYS

FOUNDATION PACKAGE OPTION #3

 Get the Offer price of $35,000 when you pay within 90 days.

 

(COMES WITH BUSINESS TRUST)

ESTATE $5,000.00 DOWN PAYMENT - FOUNDATION PACKAGE NET 90

This package is designed to set up your Business that will contain all of your personal assets, business assets, investments, and donations. You will be required to pay $500 per month toward your Trust balance until invoice is paid in full by other resources.

PAY $50,000 WITHIN 90 DAYS

OTHER WAYS TO PAY FOR YOUR ESTATE

USE YOUR 

REFERRALS TO PAY FOR YOUR TRUST

After putting down payment for your Estate package, you are now eligible to refer potential clients to Succeed and receive a 10% referral fee that will be applied to your remaining balance.  Once your balance is paid in full, your referral fees turn into commissions. 

Start Your Referral List Today

USE YOUR 401K OR RETIREMENT ACCOUNT TO PAY FOR YOUR TRUST

Now that you understand the concept of using Federal Private Trust for your retirement and your investments, you can understand why using your 401k or retirement account is a good idea to pay for your Estate or Trust.  Using your social security number will not allow you to build retirement funds and generational wealth at the same time.  Therefore, it's best to let your Trust do your investments and manage your retirement fund.  

Book a Free Consultation

USE YOUR CDS, MONEY MARKETS, MUTUAL FUNDS, STOCKS, ETC. TO PAY FOR YOUR TRUST

CDs, Money Markets, Mutual Funds, Stocks, Etc, do not need to be in your social security number.  Therefore, it is a good idea to get these financial vehicles out of your name and use the funds to purchase your Trust.  Then let the Trust go into the same investments with its own EIN to avoid capital gains tax.

Book a Free Consultation

NEED HELP FINANCING YOUR ESTATE?

USE MY PERSONAL CREDIT

In order to get financing for your Trust either through personal or business funding, you will need to have 720 plus credit score, with 5 to 7 primary accounts, no blemishes, with 180 days of good payment history.  

Get my credit score

USE FUNDING TO PAY FOR TRUST

 Put $2,500 down and pay the rest through personal or business funding.

TRUST $2,500 DOWN PAYMENT BUSINESS FUNDING

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, and investments. You will be required to pay $250 per month toward your Trust balance until invoice is paid in full by personal or business funding.  

$2,500.00 USD

APPLY FOR PERSONAL LOAN

Once you have met the requirements listed above, you can apply for a personal loan through Truist Bank online to complete your Trust payments.  

 

Do not apply if you don't have the following

1. 720 Plus Credit Score

2. Three Plus Credit Cards (Under 30% Utilization)

3. Two Plus Installment Loans (Car, Personal Loan, Mortgage)

4. No Blemishes on the Credit (No late pays, collections, or public records)

5. Good Payment History for the last 180 days.  

Apply Now

USE MY BUSINESS

If you want to use your business to obtain business funding, you will need to meet the requirements for personal funding along with some additional business documents.  Your business is required to have a business address, business phone, EIN number, and be in good standing with the Secretary of State. 

Get My Personal Credit Score

NEED A BUSINESS FOR FUNDING

 Our price is $2,500.00.  Get our Exclusive Offer Today at $1,500.00.

S CORP PREPARATION AND FORMATION

If you own 100% of your business, then you should be structured as an S Corporation to save thousands of dollars in taxes.

$1,500.00 USD

GET PRE-QUALIFIED FOR BUSINESS FUNDING

Once you have met the requirements listed above, you can get pre-qualified for business funding. We are partnered with Lexington Capital for business funding.

 

Do not apply if you don't have the following

1. 720 Plus Credit Score

2. Three Plus Credit Cards (Under 30% Utilization)

3. Two Plus Installment Loans (Car, Personal Loan, Mortgage)

4. No Blemishes on the Credit (No late pays, collections, or public records)

5. Good Payment History for the last 180 days.  

6. Business Registered with A Secretary of State.

7. Business Address and Phone.

8. Business Email.

9. Business EIN,

10. Business In Good Standing.

Apply Now

DON'T HAVE A 720 PLUS CREDIT SCORE?

No worries, we can help you build your credit and restore your credit at the same time.

SUCCEED HAS PARTNERED WITH DISPUTE BEAST

 

Dispute Beast has one of the best credit repair platform out there on the market.  There incredible AI software identifies all of your blemishes and creates the letter for you.  They even go as far as to mailing the letters off for you.  If you need credit repair, do not hesitate, sign up today.  

Sign Up Now

SUCCEED MEMBERSHIP

$1,000.00  NOW $500.00 

For A Limited Time Only

You will then choose a $25, $100, or $250 monthly subscription

100% TAX WRITE OFF

Sign Up Now