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Revocable Living Trust, Private Banking, and Power of Attorney; 3 Course Strategy Zoom Walkthrough.

  • 3 Weeks
  • 22 Steps
Get a certificate by completing the program.
Everyone who has completed all steps in the program will get a badge.

About

Full step by step walkthrough and review of all sessions. Full review of all documents and execution of revocable living trust instrument. Each beneficiary member must complete 70% or more to achieve certificate of completion. Beneficiary member only live chat. All fees are paid in full to access course. Banking strategy course: -Obtain Sole Proprietor (Assumed Name) -Obtain Sole Proprietor (State DBA) fictitious -Sole proprietor commercial bank account -Secured commercial line of credit. -Unsecured commercial line of credit -1099-B for all cash, bills, and expenses. -ACH/EFT method for social card letter in back. Power of attorney strategy course: -State General Durable Power of Attorney -2848 IRS Power of Attorney (executed GDPA) -2848 IRS Power of Attorney (Executed RLT) -56 Form Notice of Fiduciary (RLT with 1041) -Copies to all entities in custodial of name. Revocable strategy course: -Real time chat to correctly create a revocable trust certificate approved by IRS.gov; -Real time chat to execute revocable trust on county record; -Real time chat to electronically file a revocable trust approved by IRS.gov form 1041 -Real time chat to electronically file revocable trust sole proprietor approved by IRS.gov form 1040. -Real time chat how to communicate, write and contact IRS for obtaining treasury checks. -Real time chat with details for moving all tangible assets to revocable living trust instrument. -Real time chat with details for moving all bills, debts, expenses out of corporate personal social card name and number. -Real time chat with details for creation of three (3) additional certificates to manage household approved and provided by IRS.gov. Total time: 10000 hours Total cost: 30000 dollars Beneficiary member cost: 3125.00 Beneficiary members pay only 10% of total cost maintenance fee to enroll and receive total walkthrough.

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Price

Unlimited UT Services, $3,125.00

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