Private Trust Coaching

With Trust Coaching you’ll still be responsible and draft all of your own documents for execution, but you’ll have someone experienced to check your work and give guidance.  Once you’ve created the documents on your own, it won’t take much to be comfortable creating any of the other documents a trustee may need. Plus, you’ll have a treasure trove of templates. 

Coaching includes six 1-hour Consultation calls via Zoom or phone, and unlimited email and signal/telegram support. All trust documents through declaration, opening a bank account, and exchanging a property are eligible for coaching review.