DOCUMENTS

• Private Irrevocable Living Trust
• Schedule of Asset
• Power of Attorney
• Certification of Trust
• Advanced Health Care Directive
• Property Deed Transfer Document
• Financial Power of Attorney
• Spendthrift Clause
• Lifetime Use Provision
• Special Needs Provision
• Family Business Succession Plan
• Decanting Provision
• Generation-Skipping Transfer (GST) Tax Provision

BENEFITS

• Advanced Asset Protection
• Manage financial affairs if incapacitated
  
• Protect assets from creditors and reckless spending
• Provides for disabled beneficiaries without affecting benefits
• Ensures smooth transfer of family business.
• Allows updating trust terms for flexibility

• Minimize taxes on transfers to grandchildren

PRICES EXCLUDES

• Cost of notarization

SUPPORT

6 Months Inner Circle Included:

- Exclusive Live Group Q&A

- Bi-Weekly Zoom Calls

- Recorded

- 7:30PM- 9PM EST

Dedicated Support Team: Schedule catered 1-on-1 consultations with our trust specialists. 

24/7 Support: Around-the-clock email support.

Comprehensive Document Review and Drafting: Detailed review and professional drafting of trust documents.

Personalized Estate Planning Consultation: One-on-one sessions with estate planning experts.

Access to Exclusive Resources and Events: Invitations to exclusive seminars, workshops, and advanced online resources.

Access to The Private Trust Learning Center: Self-help resources and downloadables.