1:1 Trust Bundle Success Session
Get Personal Guidance from the Creator of the BundleYou've downloaded the Texas Revocable Trust Bundle—but you may still have questions.That's where the 1:1 Trust Bundle Success Session comes in.Meet virtually with Daniel Cokes, an experienced Texas paralegal with over 12 years of experience supporting law firms in estate planning, probate, trusts, and corporate law.During this private consultation, Daniel will help you better understand the trust documents included in your bundle, explain how the documents work together, and walk you through the trust funding process so you can move forward with greater confidence.During Your Session We'll Cover:✅ Understanding each document included in the Trust Bundle✅ Trust funding best practices for real estate, bank accounts, and other assets✅ Common mistakes people make when organizing their estate plan✅ How the included checklists and guides should be used✅ Questions about completing the templates and organizing your documents✅ Next steps after your documents are completedPerfect For: First-time trust creators Texas homeowners Families wanting additional guidance Business owners organizing succession documents Anyone wanting extra confidence before finalizing their paperwork Session Details 60-minute private Zoom consultation One-on-one with Daniel Cokes Personalized guidance on using your Trust Bundle Opportunity to ask questions about the educational materials and document preparation process Recording available upon request Important NoticeThis consultation is an educational document review and guidance session. It is not legal advice, does not create an attorney-client relationship, and is not a substitute for advice from a licensed attorney. If your estate planning needs involve complex legal issues or personalized legal advice, you should consult a licensed attorney.
Get it → danielcokes.gumroad.com