document review da drv

$350.00

Professional Review of Your Existing Estate & Business Planning Documents

Professional Services

Comprehensive Document Review & Recommendations Report (Revocable Living Trusts, Irrevocable Trusts, & LLC Operating Agreements)

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Description

Let our experienced team (led by Attorney & CPA with 45+ years in advanced estate planning) thoroughly analyze your current documents to identify strengths, gaps, and opportunities for improvement.

What’s Included:

  • Detailed review of your Revocable Living Trust Agreement(s), Irrevocable Trust Agreement(s) (e.g., IDGTs, DAPTs, CRTs), and/or LLC Operating Agreement(s).
  • Comprehensive written report with:
    • Key strengths and protections.
    • Potential risks or areas of concern (e.g., estate tax exposure, asset protection vulnerabilities, digital asset handling, creditor issues, or compliance with current laws).
    • Specific, actionable recommendations for enhancements or updates.
    • Suggestions tailored to high-net-worth strategies, including Wyoming trusts, crypto holdings, generational wealth transfer, and tax minimization.
  • Clear, plain-language explanations – no legalese overload.
  • Additional add-on services available for: Proposed amendment drafts, additional analysis, or virtual consultation.

Why Choose This Service?

  • Peace of mind knowing your plan is optimized for privacy, control, creditor protection, and tax efficiency.
  • Avoid costly mistakes—many standard or outdated documents miss modern needs like digital assets or state-specific advantages (e.g., Wyoming DAPTs).
  • Fast turnaround: Report delivered within [X business days] after receipt of your documents.
  • 100% confidential and non-attorney-client (you’ll receive objective insights and are encouraged to consult independent counsel for implementation).

Perfect For:

  • Clients who created trusts/LLCs years ago and want a “health check.”
  • Those holding digital assets (crypto, NFTs) in LLCs or trusts.
  • Families seeking to strengthen asset protection or generational transfer.

How It Works:

  1. Purchase and upload your documents securely.
  2. Our team reviews and prepares your personalized report.
  3. Receive a professional PDF report with recommendations.

Note: This is a review and analysis service only, not legal advice or representation. No attorney-client relationship is formed.

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