Trust Formation Guidance (Digital + Physical Copy)

Description:

Starting at $1,550+

This package provides self-guided education on setting up a trust, including a digital and physical copy of trust templates and worksheets designed to help you better understand how trusts work. You'll receive step-by-step guidance, simplified explanations, and planning prompts that can support your journey in building financial and family legacy.

This resource is created for educational purposes only and is not a substitute for legal counsel.

What’s Included:

• Digital download (PDF) with trust setup guidance and editable templates
• Physical mailed copy of the same guide
• BONUS: Legacy checklist and trust terminology glossary
• Optional 1:1 educational session available for deeper guidance (Peace of Mind Call at an additional cost must be added to cart)

Important Note (Legal Disclaimer):
"This product and any accompanying materials or sessions are provided by TALISA R WILLIAMS™, a non-attorney and ordained minister in the state of Ohio. I do not offer legal, tax, or financial advice.
All information is provided for informational and educational use only.
You should always consult a licensed attorney in your state to review any legal documents or estate plans before executing them."