THE ULTIMATE BUSINESS OWNER PACKAGE
Scope of Work
GET THE BEST VALUE AND SAVE With… The “Ultimate Business Package”
Incorporation, plus a complete Estate Plan Package will the following:
Formation of Closely-Held S-Corporation
Durable Power of Attorney
Advance Health Care Directive
Certificate of Trust
General Assignment of Personal Property
Personal Property Memorandum
Trust Funding Deed (For the Primary Residence)
Assignment of Business Interest
THE ULTIMATE PROCESS
We have provided the recommendation below based on our initial consultation. Make sure to select the features you want and confirm that you wish to move forward.
Ultimate Design Meeting
Once you are ready to move forward a qualified member of JPink Law will walk you through all the options and design a complete estate plan and entity for you and your situation. You will receive an invitation to schedule your Ultimate Design meeting using our online scheduler system - use that to find a convenient time. These are usually done via phone call and can be done after hours if your work schedule requires that. In-office appointments are available upon request as well.
The next step is for you to complete our secure online intake form. It will be sent to you shortly after you confirm your scope of work. In preparation for your Ultimate Design meeting, we will also send you an EP Design Pre-Work form. This form is designed to give you a head start in thinking through your estate plan design. Some of the key decisions you will need to make are “WHO” will play different roles in your plan. Our team will go over this with you, but feel free to start with some ideas. These two forms should take no more than 5-10 minutes of your time and we do not need account numbers, statements or balances at this point.
Approximately, 1-2-weeks after your design meeting, your documents will be ready. An experienced team member will point out the highlights of your new documents and you'll have a chance to make any changes. If you haven't set a signing meeting during the Trust Design, we will send you an invitation to schedule your signing. This usually is done in person because most documents need to be notarized, but you can also choose to arrange your own signing or have a mobile notary come to you.
Delivery and Payment
We will deliver your documents in a nice box for safe keeping. You will have a PDF version, originals and a paper copy - keep the originals safe, and you can use the copies to finalize any next steps you have in your plan. In the event that we have filed some documents in your behalf, we will mail them to you once we receive the documents. We will send you the final invoice after the signing meeting. You can pay online or mail in a check .
If you have any other questions, please feel free to reply to the email that we sent you with this link. For more details, please refer to the FAQs below.
Prepared documents come with 2-rounds of revisions prior to signing, if necessary. Changes beyond that may incur additional legal fees. Amendments after the signing of the documents are not included in this project and the attorney can provide a quote for those changes depending on how extensive they are.
We try to make someone as available as possible, feel free to call or text. We often use an online calendar system to coordinate a convenient time to connect without playing phone tag.
You can text the office and someone will return your message. If you need to speak directly with the attorney we will coordinate a time to connect.
Once the scope of work has been completed you can always come back for changes or more work, but that will be subject to additional legal fees.
Book your Free Consultation with us.
Copyright © 2021 JPink Law, APC
945 Morning Star Dr.
Sonora, CA 95370
931 10th Street, Suite 493
Modesto, CA 95354
90 Big Trees Road, Suite D
Murphys, CA 95247