BUSINESS owner estate plan
Protect the Business You Built and the Family Who Depends on It
Raising a family means thinking about what happens tomorrow — not just today.
Your Business Is Part of Your Estate.
Your Plan Should Reflect That.
For most business owners, their company is their wealth. Without a coordinated plan,its future can become unclear, leaving your family and team without direction.
Your business interests are documented and coordinated within your estate plan so your instructions are clear if something happens to you.
Your spouse or designated successor can access accounts, manage finances, and make critical decisions without legal delays or court involvement.
Succession planning considerations are built directly into your trust so the future of your business is defined by you, not left to a court or default state rules.
Your personal and business assets are structured together under one coordinated plan so both your family and your business are protected.
Protect the Legacy You’ve Built
Through the S.T.E.P.™ process, your trust is carefully structured to account for both your personal assets and your business interests, so neither is left at risk or unprotected.
This plan is best for those:
Owning a business that represents a significant portion of their personal wealth
Wanting to ensure the business can continue operating if something happens to them
Wanting a clear succession plan documented
Wanting their spouse or family protected without disrupting business operations
Wanting personal and business assets coordinated under one structured plan
Wanting clear documentation of who controls the business, and under what terms
A complete estate plan to help protect your family and your business for $3,649 USD.
What a Structured Plan Means
for Your Business and Family
Your business has a clear path forward
Key decisions about your company are documented in advance, so your team, partners, and family know exactly what to do.
Your family isn’t left managing a business they don’t understand
If something happens, your plan defines who steps in, what authority they have, and how the business is handled.
Your personal and business assets are aligned
Your home, accounts, investments, and business interests are structured together in one plan, so nothing is missed.
Continuity is built into your plan
Whether the business passes to a family member, partner, or successor, the transition is clearly defined and handled on your terms.
Funded assets can stay out of probate
Personal and business assets properly titled to your trust can generally avoid probate, helping limit delays, public proceedings, and disruption to your business.
Everything is in one place when it’s needed
Your accounts, business documents, and legal plans are organized together, so the right people can quickly access what matters and know what to do.
Where a Clear Plan Finally Comes Together
Through the S.T.E.P.™ Signature Trust Process, your assets, intentions, and family priorities
are structured into a completed trust designed to work when it matters most.
Step 1
Introduction & Planning
A Certified Advisor introduces the S.T.E.P.™ process, explains our plans and pricing, and answers your questions about how the service works.
Step 2
Strategy & Plan Selection
A Certified Intake Specialist meets with you for a one-hour virtual call to collect information about your family, assets, and goals. You choose the S.T.E.P.™ plan you want.
Step 3
Creating Your Trust
A Trust Creation Specialist guides you through a single session where your plan is built, reviewed, and notarized. Your finalized documents are then uploaded to your personal secure vault.
Step 4
Funding Your Trust
A Trust Funding Specialist ensures your assets (home, accounts, investments) are correctly titled under your trust, and follows up to confirm nothing is missed.
Step 5
ongoing
support
A Client Relationship Specialist oversees your entire file from the first handoff through final funding, serves as your primary point of contact, and schedules your first annual review.
What’s Included
Every Business Owner Estate Plan is delivered through the S.T.E.P.™ Signature Trust™ Process and includes the following:
Planning & Creation
Advisor-led Strategy Meeting to review your goals, family structure, and assets
Advisor-led Trust Creation Meeting
Advisor-led Trust Creation Meeting
State-specific Individual or Joint Revocable Living Trust
Pour-Over Will
Durable Power of Attorney (financial & legal)
Advance Healthcare Directive
HIPAA Authorization
Certificate of Trust
Tangible Personal Property General Assignment
Business Interest Coordination Provisions
Business Succession Planning Considerations
Asset & Funding Coordination
Schedule of Property
Creation of Homestead Exemption Form
List of Beneficiaries
Advisor-led Trust Funding Guidance
Emergency Access Contacts
Execution & Ongoing Support
Remote Online Notarization & Witnesses
Advisor-led Family Meeting
Digital copy of your completed trust uploaded to your secure online vault
S.T.E.P.™ Client For Life Program
One session. Two hours. $3,649. Your legacy, protected and properly transferred.
Get StartedReady to Protect the Business You Built
and the Family You Built It For?
Fill out the form below to get started.
