TRUST AUDIT

Package 1 General Trust Audit Overview - $399.99

You already have a trust but not really sure if it’s set up right, updated, or actually protecting what it’s supposed to? This package is for you.

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 review
• Basic asset protection overview
• Recommendations for future updates

We help make sure your trust foundation is solid before you start moving bigger assets and legacy plays through it.

Package 2  Deep Detailed Trust Audit + Strategy Review $699.99

Already got a trust and real assets to protect? This one’s for the people with businesses, property, jewelry, vehicles, investments, or multi-state assets that need more than just a basic review.

This package gives your existing trust a deep dive to see what’s missing, outdated, weak, or needs to be tightened up to better protect your legacy.

Best For:

• Business owners & entrepreneurs
• Families with multiple assets
• People with property, LLCs, jewelry, vehicles, or investments
• Trust owners building generational wealth
• Clients needing stronger protection strategies

What’s Included:

• Full review of your existing trust
• Clause by clause 
• Identification of weak or outdated language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

We make sure your trust is actually structured to protect what you built.

Disclaimer: This product is Non-Refundable Non-Transferable. This service is for educational and trust review purposes only and is not legal advice.