The Personal Asset Trust Package

The Single Member LLC (“SMLLC”) Document Form Package

The Optimal Basis Increase Trust (“OBIT”) Legal Document Form & Marketing Package

Successor Trustee Manual Package

Joint Exempt Step-Up Trust (“JEST”) Legal Document Form

Flexible Irrevocable Trust Legal Document Form Package

IRA Inheritance Trust® Legal Document Form & Technical Training Package

The Ultimate Pet Trust Legal Document Form Package

Personal Residence Trust Legal Document Form Package