ABOUT SERVICE SOLUTIONS EVENTS CONTACT

ARE YOU READY TO CREATE YOUR ESTATE?

1. Trust Onboarding

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

 

2. Trust Positions and Roles

 Identify all positions of the Trust including your Settlor, Trustees and Beneficiaries. 

 

3. Trust Asset Summary

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

 

4. Trust Bank Appointment

 Open up the Trust bank account with the qualified paperwork.
 
 

5. Trust Review

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

 

 

6. Trust Notary Appointment

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

 

7. Trust Transfers

 Now that the Trust has been notarized, you can legally move the assets into the Trust. 
 

 

Our Trust are represented by

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

 

COMPARITIVE PRICING 

(STATE VS. FEDERAL)

State Estate (4 Trust) 

 ($20,000 to $60,000) 

Federal Estate (4Trust)

($125,000 to $250,000)

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

Penrose, Chun & Gorman

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

$75,000 per Trust

Landskind & Ricaforte

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

$65,000 per Trust

Rosen and Rosen  

Estate Planning and Trust Law Firm in Houston, Texas.

$55,000 per Trust

Alexander Charles

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. 

Hector Soto

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

SUCCEED ESTATE PLANNING AND TRUST

(FOUNDATION PACKAGE)

$35,000.00  NOW $25,000.00 

For A Limited Time Only

WHAT COMES IN YOUR SUCCEED CUSTOMIZED TRUST PACKAGE

 

1. Trust Introduction (Federal Laws of Washington D.C)

2. Trust Legal Opinion Letter (Signed by Licensed Federal Attorney)

3. Trust EIN Number (Filed as a Irrevocable Trust)

4. Trust Agreement (Lays out all parameters and benefits of the Trust)

5. Trust Officers (Identifies the Trust Officers and their acceptance)

6. Trust Successors (Identifies the Trust Successors that will have over the Trust in our absence)

7. Trust Special Clauses (Identify the Trust has the ability to create other special clauses in the future for this trust)

8. Trust Asset Summary (Identifies all asset that will be placed in the Trust)

9. Trust Conveyances (Identifies all assets that will conveyed to the Trust)

10. Trust Bill of Sale (Identifies all assets that will be sold to the Trust)

11. Trust Notes (Identifies all loans, notes, and leases of the Trust)

12. Trust Beneficiaries (Identifies all the listed beneficiaries of the Trust)

13. Trust Transfers (Identifies assets that need to be transferred in the public records)

14. Trust Instructions (Identifies instructions that will be left to the next generation)

15. Trust Accounting (Identifies the Trust accounting forms to document all transactions)

16. Trust Notary (All notary fees for signing the Trust document are included)

17. Trust Binder Book (Receive your Trust Binder Book with your notarized documents)

18. Trust Training Library (Get access to our Trust training videos for more knowledge and understanding)

19. Trust Write-off (Get a tax write off for purchasing your Trust)

20. Trust Professionals (Get access to our Attorney, IRS Enrolled Agent, Financial Advisor, Insurance Broker, Real Estate Agent, and Credit/Funding Specialist)

ARE YOU READY TO GET STARTED?

3 OPTIONS TO START

OPTION #1

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

 

TRUST 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, and investments.

4 weekly payments of $5,625.00 USD

OPTION #2

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

 

TRUST 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, and investments.

8 weekly payments of $2,970.00 USD

OPTION #3

 Get the Offer price of $25,000 when you pay within 90 days.

TRUST DOWN PAYMENT - FOUNDATION PACKAGE - NET 90

This package is designed to set up your Business Trust that will contain all of your personal assets, business assets, and investments.

12 weekly payments of $2,085.00 USD

NEED HELP FINANCING YOUR TRUST?

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 DOWN PAYMENT - FOUNDATION PACKAGE

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 an 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 a 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 Standings.

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