DOCUMENTS

• Private Irrevocable Living Trust
• Schedule of Asset
• Power of Attorney
• Certification of Trust
• Advanced Health Care Directive
• Property Deed Transfer Document
• Spendthrift Clause 
• Lifetime Use Provision

BENEFITS

• Enhanced Asset Protection
• Decide what should happen in a medical emergency
• Designate health care agents
• Grant trusted individuals access to your medical records
• Allows use of trust assets during lifetime

PRICES EXCLUDES

• Cost of notarization

SUPPORT

3 Month Inner Circle Included:

- Exclusive Live Group Q&A

- Bi-Weekly Zoom Calls

- Recorded

- 7:30PM- 9PM EST

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

Annual Review Reminder: Notification for annual trust review.

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