Description

The Legacy Bundle: Complete Your Protection

You Built the Business. Now, Secure the Legacy.

Bridge the gap between your digital business and your family’s future with a comprehensive Estate Planning solution.

You have already taken the first smart step: you established a Digital Asset LLC. You separated your personal liability from your crypto holdings. You treated your investment like a business.

But a business without a succession plan is a liability in waiting.

If you have a Digital Asset LLC but no Living Trust, your protection is incomplete. Upon your death, your LLC (and every wallet inside it) becomes a “stuck” asset. It must pass through the public, expensive, and time-consuming probate court system before your heirs can touch the digital assets.

The Legacy Bundle is designed specifically for crypto investors who have the entity but need the exit strategy. We build your Living Trust and immediately “fund” it with your LLC, closing the loop on your asset protection.

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The “Floating LLC” Problem

Many investors believe that simply having an LLC is enough to avoid probate. This is a dangerous misconception.

An LLC is personal property. If you own it in your own name, it dies when you die.

• Without a Trust: Your family must hire a lawyer, file a petition in probate court, and wait (often 12–18 months) for a judge to grant them legal authority to sign documents for the LLC.
• During that Wait: Who manages the keys? Who stakes the assets? Who responds to a security breach? In probate, your assets sit frozen. In the fast-moving world of crypto, 12 months of freezing can mean total loss of value.

The Solution: You must move the ownership of the LLC out of your name and into a Trust.

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Why The Legacy Bundle is Your “Zero-Gap” Solution

This package is not just about drafting a Trust; it is about integration. A generic estate lawyer might draft a trust for you but leave you to figure out how to transfer your crypto business into it. We handle both the creation and the connection.

1. Unified Strategy

We don’t just hand you a binder of papers. We analyze your existing Digital Asset LLC to ensure it is eligible for transfer. We then build a Revocable Living Trust that specifically accounts for the nature of the assets it will hold—ensuring your Trustee has the specific powers needed to manage digital keys and hardware wallets.

2. Immediate “Funding” (The Critical Step)

A Trust that holds nothing protects nothing. The most common failure in estate planning is the “empty trust.” With the Legacy Bundle, we include the Assignment of Interest as a standard part of the process. We draft the legal instruments to transfer your LLC membership interest to your Trust immediately upon signing. There is no procrastination gap.

3. Privacy Preservation

Probate is a public record. If your LLC goes through probate, the value of your holdings and the identity of your beneficiaries become public information. By bundling the Trust and the Assignment, your LLC passes privately. No court dates. No public inventory of your wealth. Your business simply continues under new management—seamlessly.

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What Is Included in the Legacy Bundle?

This is a comprehensive package designed to take you from “Business Owner” to “Legacy Builder.”

Part 1: The Foundation (Your Revocable Living Trust)

We establish the legal entity that will hold your life’s work.

• Revocable Living Trust: Fully customized to your wishes. You act as your own Trustee while you are alive (maintaining total control) and appoint a Successor Trustee to step in seamlessly upon death or incapacity.
• Incapacity Planning: Specific provisions allowing your Successor to manage your LLC if you are in a coma or medical crisis which prevents your assets from being locked in a “management vacuum.”

Part 2: The Integration (The Assignment)

We do the heavy lifting to move your business into the Trust.

• Review of Current LLC: We check your existing Operating Agreement to ensure transferability.
• Deed of Assignment: The legal document transferring your LLC membership interest into the Trust.
• Updated Member Schedule: We provide the documentation to show the Trust as the new record owner of the LLC.

Part 3: The Safety Net (Ancillary Documents)

A complete plan requires backups.

• Pour-Over Will: Catches any assets you forgot to put in the Trust and “pours” them in after death.
• Certificate of Trust: A summarized document you can provide to banks, exchanges, or other institutions to prove your Trust’s validity without revealing private details (like who your beneficiaries are).

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Who Is This For?

The Legacy Bundle is the ideal choice if:

• You already have an LLC: You have set up your business entity (perhaps through us or elsewhere), but it is currently owned by you personally.
• You want to avoid Probate: You want your crypto to pass to your family instantly, not 18 months after you pass.
• You want professional integration: You don’t want to pay an expensive hourly attorney to figure out how to assign a “crypto LLC” to a trust. You want a team that understands digital assets.

Close the Loop Today.

Your LLC protects you from liability. Your Trust protects your family from the courts. Let’s bring them together.