Clarity and structure for heirs—support for the professionals who guide them.
Flexible Pricing Options
Real Property Financial Diagnostic
Get clarity on your real estate assets.
Flat Fee: $795 (includes up to 4 properties)
Additional properties: $200 each
Includes:
Comprehensive review of real property holdings
Cash flow analysis and risk assessment
Valuation insights and performance benchmarks
Actionable recommendations for trustees, families, and advisors
Trust or LLC Flow Chart
Simplify complex structures with a custom visual map.
Flat Fee: $195 per structure
Includes:
Custom flow chart outlining trust, estate, or LLC structures
Clear visualization of ownership, control, and distribution pathways
Delivered as an editable PDF
Optional 30-minute review session available upon request
White Label & Custom Services
Tailored operational support for attorneys, CPAs, and corporate trustees.
Pricing: Custom quotes based on scope
Examples of Services:
Trust administration support
Entity management oversight
Real property coordination and reporting
Client-facing diagnostics and deliverables under your brand
Document management and workflow optimization
Contact us to discuss partnership options or ongoing support packages.
Clarity starts with a conversation.
Text us with questions or schedule a free intro call—we’ll help you determine the right next step.