1 on 1 Passport WorkShop

Cancellation Policy

This session is designed for consultation and fact-finding to tailor your trust structures to your specific needs. Please note: the actual creation of the three trust documents will take approximately 2–3 weeks following this initial session. You will receive: ✅ One (1) 508(c)(1)(A) Compliant Religious Church/Temple Trust ✅ One (1) Family Trust ✅ One (1) Personal Trust The package also includes: • Personalized coaching on how to properly open bank accounts for these trusts • Ongoing coaching and support to address any other questions or needs related to the setup, structure, and management of your trusts This is a comprehensive trust creation package with expert guidance every step of the way. No Refunds

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