Trust Documents
Appoint trust protections and distribution designations to the assets that matter most.
Protect What Matters Most with Tailored Estate Plans
Whether you’re just starting out or planning ahead, PRIME provides personalized estate planning solutions to safeguard your business, assets, and loved ones—now and in the future.
Financial expertise you can bank on.
We’ve helped thousands of people just like you secure their financial future.
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Protect your assets and pass down your legacy.
You’ve built something worth protecting. As a business owner, estate planning isn’t optional—it’s essential. It keeps you in control of your assets, your wishes, and your future.
What’s included
Everything you need to be ready for whatever comes next
Whether you’re just getting started or planning ahead, our estate planning options are built to meet your needs and protect what matters most.
Standard Estate Planning Services
Living Will
Communicate your medical care wishes with a Healthcare Power of Attorney appointment and medical directives.
Financial Power of Attorney
Designate a trusted individual to make important legal and financial decisions on your behalf.
Pour-Over Will
Outline additional protection for assets not placed within your trust.
Professionally Printed Hard Copy
Receive a bound and labeled estate plan binder, shipped straight to your door.
Premium Estate Planning Services
Unlimited Lifetime Changes
Talk to a paralegal to generate updated documents as your life evolves.
Attorney Support
Get direct access to an attorney’s office for support on any questions or concerns.
We support entrepreneurs throughout their journey.
Legacy Protection
You didn’t build your business just to have 40% disappear in estate taxes or get stuck in probate for 18 months. Structure your assets now so your loved ones inherit what you’ve sacrificed for—not what’s left after attorneys take their cut.
Business Succession Planning
If you’re hospitalized tomorrow, who has access to your business accounts? Who pays your team? Without a succession plan, your family could watch everything unravel while they’re grieving. Let’s create a roadmap so your business survives—even if you can’t run it.
Family Security
What happens to your kids if something happens to you? Who makes medical decisions if you’re incapacitated? Without these documents, your family faces frozen accounts and months of legal limbo. We’ll ensure your loved ones have immediate access and authority—no judge required.
What is a will?
A will allows you to designate beneficiaries and administrators and to avoid default probate laws. We will draft your will to include your personal assets, which will then flow into the trust in the case of your death. The trust will also specify where your dependent children will go if you were to pass away. These decisions are far too important to hand over to the court system.
What is a trust?
A living, or inter vivos, trust is an instrument which allows you to avoid the cost and expense of probate (the legal process that takes place after you die). These types of trusts are considered living documents that can be altered during your lifetime. Once you die, however, the trust becomes “irrevocable” requiring your successor trustees and beneficiaries to follow your desires. Trusts are also private documents, meaning you do not need the court or attorneys to administer.
What is a living will?
A living will is an important health directive. The document communicates—in a legal form—your desires in case of a life or death situation where artificial life support is needed. Without a living will your friends and relatives may fight amongst themselves as to whether or not to terminate your life support. A living will becomes effective only when you cannot communicate your desires on your own.
What is Power of Attorney?
Aging can sometimes bring devastating consequences, including illnesses which may eventually rob you of your capacity to care for yourself. Because the trust only comes into play when a person dies, you may end up needing a temporary guardian who can access your medical and financial records for the duration of your life. The Power of Attorney will allow your designee to assist you in filing taxes, accessing medical records, selling property, and obtaining government assistance.
