SUCCEED ESTATE PLANNING AND TRUST

Sign up for one of our packages

Meeting Between Colleagues

ESTATE PLANNING
CONSULTATION

Get the right advice on how to build and manage you estate to create generational wealth. 

$250/HR.

Business Team

ASSET / INVESTMENT EVALUATION

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

$1,500

Documents and Blurred Business Men

TRUST AGREEMENT 
OFFICERS / SUCCESSORS 

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

$5,000

Business Meeting 2

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

Young Businessman

TRUST CAPITAL HOLDING COMPANY

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

$1,500

Dollar Bill in Jar

NON-PROFIT 501C3 CHARITY ORGANIZATION

The Non-profit 501c3 Charity is another key component in your Estate & Trust. 

$2,500

Smiling Businesswoman
Business Conference
Someone Flying Business Class