Trust Audit

MY MOST REQUESTED SERVICE IS FINALLY AVAILABLE:

TRUST AUDITING

expert.png__PID:70b019d6-4a2c-470c-a205-38315ad802d6

strategic.png__PID:c789c870-4bfe-477d-b80a-37ac0a5d623e

risk.png__PID:098a70b0-19d6-4a2c-970c-620538315ad8

Real Experience. Real Protection. Real Results.

Two Options to Choose From:
"General Trust Audit" or "Deep Detailed Audit"

general.png__PID:91c3f6ae-48c6-4868-8ec1-3ae41a581018

TRUST AUDIT

General Trust Audit Overview is made for people who already have a trust and want an overview and catch anything that could become a problem later.

Best For:
▶ People with an existing trust
▶ Trusts without major assets funded yet
▶ Families trying to get organized
▶ Anyone wanting clarity before building wealth into the trust

What’s Included:
▶ Review of your current trust
▶ Breakdown of important trust sections
▶ Identification of concerns or missing protections
▶ Trustee & beneficiary asset review
▶ Basic asset protection overview
▶ Recommendations for future

View Details

deep.png__PID:4665054d-0040-4917-97d3-7dd49c5ffc10

TRUST AUDIT

$399.99

The Deep Detailed Audit is for people with businesses, property, jewelry, vehicles, investments, or multi-state
assets that need more than just a basic review.

Best For:
▶ Business owners & entrepreneurs
▶ Families with multiple assets
▶ People with property/LLCs/jewelry/vehicles
/investments
▶ Clients needing stronger protection strategies

What’s Included:
▶ Full review of your existing trust
▶ Clause by clause Identification of weak/outdated language
▶ Trust update recommendations
▶ Suggested clauses for stronger protection
▶ Asset protection strategy review
▶ Trustee, multi state trustee beneficiary analysis
▶ Legacy and wealth preservation recommendations
▶ Multi state asset considerations