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SUCCEED ESTATE PLANNING AND TRUST
Sign up for one of our packages
ESTATE PLANNING
CONSULTATION
Get the right advice on how to build and manage you estate to create generational wealth.
$250/HR.
ASSET / INVESTMENT EVALUATION
Before creating your Estate Planning & Trust your assets and investments must be evaluated.
$1,500
TRUST AGREEMENT
OFFICERS / SUCCESSORS
Every trust agreement has to be set up correctly with all Trust Officers and Trust Successors.
$10,000
TRUST CONVEYENCES/BILL OF SALES/PARTNERSHIPS
Depending on the number of assets that are put in the Trust will determine the cost.
$2K TO $50K
TRUST CAPITAL HOLDING COMPANY
The Trust Capital Holding company is very important in your Estate Planning & Trust Setup.
$1,500
NON-PROFIT 501C3 CHARITY ORGANIZATION
The Non-profit 501c3 Charity is another key component in your Estate & Trust.
$2,500
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