Let Us Build Your Entire Wealth Structure For You
Private, precise, legally compliant entity architecture.
Revocable Trust
Includes:
- Trust instrument drafting
- Appointment of trustee
- Beneficiary plan
- Schedule of assets
- UCC-1 guidance
- Binder + full trust documents
- Funding instructions
Nonprofit Formation
Includes:
- Corporate formation
- EIN
- Bylaws
- Board minutes
- Tax-exempt application
- Compliance checklist
C-Corp Entity Stack
Includes:
- Holding Company
- Parent Company
- REIT
- Operating Company
- All intercompany contracts
- Cashflow cycle
- Compliance documents
Let Us Build Your Entire Wealth Structure For You
Private, precise, legally compliant entity architecture.