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SUCCEED ESTATE PLANNING AND TRUST

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CAPITAL HOLDING COMPANY FORMATION

The Trust Capital Holding company is very important in your Estate Planning & Trust Setup. 

$1,000

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ASSET / INVESTMENT EVALUATION

Before  creating your Estate Planning & Trust your assets and investments must be evaluated.

$1,000

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TRUST FORMATION
OFFICERS / SUCCESSORS 

Every trust agreement has to be set up correctly with all Trust Officers and  Trust Successors. 

$7,500

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TRUST CONVEYANCES/BILL OF SALES/PARTNERSHIPS

Depending on the number of assets that are put in the Trust will determine the cost. 

$500/ASSET

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TRUST PROMISSORY NOTE
LEASES, AND LOANS

The Trust has to have its documentation and paperwork in place for all trust matters. 

$1,000

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TRUST LEGAL OPINION LETTER

Every position of the Trust should be certified in order to ensure every person knows their role. 

$1,000/TRUST

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Business Conference
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