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Best for: Families with multiple real estate holdings or those seeking a higher level of coordination, ongoing support, and long-term oversight.
Investment: $5,200 – $7,500
What’s Included:
Everything in the Standard Trust Engagement.
Enhanced Real Estate Support: Includes 1–2 additional deeds to transfer property into the trust.
Concierge Funding Support: Structured assistance to implement and complete your trust funding efficiently.
Legacy Continuity: A one-year follow-up planning review to ensure your plan evolves with your life.
Best for: Families with multiple real estate holdings or those seeking a higher level of coordination, ongoing support, and long-term oversight.
Investment: $5,200 – $7,500
What’s Included:
Everything in the Standard Trust Engagement.
Enhanced Real Estate Support: Includes 1–2 additional deeds to transfer property into the trust.
Concierge Funding Support: Structured assistance to implement and complete your trust funding efficiently.
Legacy Continuity: A one-year follow-up planning review to ensure your plan evolves with your life.