Service Description

Live digital walkthrough of all required documents, forms, accounts, refunds, overpayments, and digital online update. Revocable Living Trust: -Revocable Trust EIN print out from IRS -Revocable Trust executed on county record; -E-Filed revocable trust EIN (1041) -E-Filed revocable trust Social (1040) -Obtain Treasury Checks -Move all tangible assets to rev trust -Move all bills, debts, expenses out of Social. Banking strategy course: Obtain Sole Proprietor Sole proprietor commercial bank account Secured commercial line of credit. Unsecured commercial line of credit 1099-B for all cash, bills, and expenses. ACH/EFT method for social card letter in back. Power of attorney: General Durable Power of attorney -2848 IRS Power of Attorney (executed GDPA) -2848 IRS Power of Attorney (Executed RLT) -56 Form Notice of Fiduciary (RLT with 1041) -Copies to all entities in custodial of name. Cost: 10000 points Member cost: 1000 points Total value: 30000 USD Member plan cost: 3125 USD Updated Nov 2024 AD -This plan includes how to get and manage brand new cars, brand new houses, land, businesses, and Family office. -Includes Free business coaching. -Includes all guidance to documents in a complete proven, and tested package.