Trust & Estate Planning
Protect What You Build. Pass It On
Building wealth and a thriving business is only half the journey—the other half is protecting it. Trusts and estate plans safeguard your assets, simplify transitions, and ensure your wishes are honored.
Through our partnership with estate.ellires.com, we provide attorney-drafted trust and will documents valid in all 50 states. This ensures that every entrepreneur and investor we work with can access secure, legally compliant estate planning tailored to their needs.
What We Offer:
● Education on the differences between wills and trusts (and when to use each).
● Online access to trusted legal documents for all 50 states.
● Guidance in integrating your real estate and business holdings into a trust.
● Education on guardianship, medical directives, and power of attorney.
● Workshops and guides that make estate planning simple and stress-free.
Your business and real estate are more than assets—they’re your legacy.
We make sure they’re protected and passed on with clarity and care.
How We Work
1. Educate – We start with knowledge, ensuring you understand your options.
2. Strategize – Together, we map out your real estate, business, and trust plan.
3. Execute – With the right documents, structures, and guidance, we help you put your plan into action.
4. Protect – Ongoing support to keep your wealth and legacy secure.
