1. Estate Agreement Signed (Identifying the right package that puts your Estate in the best wealth position for the next 200 years.)

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2. Estate Payment Received (This will start the Estate process and the preparation process for transferring assets.)

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3. Estate Verification Forms (This will allow our firm to collect the necessary information to set up the estate.)

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4. Estate Asset Sheet  (This information will be collected by our firm to evaluate and identify all assets for business, family, investments, and charity.)

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5. Estate Establishment and Creation (All entities of the Estate will be established and created for review.)

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6. Estate Conveyances  (All assets that need to be conveyed will be evaluated by our attorney to determine the forms and filing fees associated with all conveyances.  Additional cost will apply)

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7.. Estate Notarization (All documents associated with the estate will need to be notarized either in person or by an online notary.)

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8. Estate Bank Accounts (All entities that need a bank account will now be opened for the purpose of the entity.  Additional cost will apply.)

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9.. Estate Accounting (Join the Succeed Affiliate platform for $249.00 to receive your entity accounting.  Each entity is $25 per month.)

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10. Estate Certifications (All Trustees, Successors, and Beneficiaries will have to be certified to understand their role and position in the Estate. Additional cost will apply)

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11. Estate Tax Preparation and Returns (All entities of the Estate will be given a tax preparation sheet to prepare to file tax returns for all entities inside the Estate.  Additional cost will apply)

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12. Estate Workbook (This workbook will allow to identify and use forms to make changes within the Estate.  This comes with a USB.  Additional cost will apply.)