services

Process of Service

 

Should there be an issue or suit brought against the trust property it will be presented to your trustee rather than to you, the beneficiary. We will forward you all documents promptly and privately

Consulting

 

We work with our clients to understand their needs so we can provide the right structure for their trust as well as beneficiary relationships

Corporate Trustee Service

 

As corporate trustee, our name and address will appear on all public records providing our clients privacy and anonymity

Document Preparation

 

At a minimum for each trust arrangement we will prepare your land trust agreement and warranty deed to trustee. As required we will also prepare DR228's and federal forms required under FIRTA.

Document Recordation

 

Whether you own an existing property to be placed in trust or purchasing a property through a trust we will ensure that the warranty deed to trustee is properly recorded. Additionally, when necessary, we will record other state required documents.

Closing Coordination

 

We work with various title companies to insure that closings are completed smoothly and accurately. In some cases the trust will actually be the buyer of the property and we will sign all closing documents.

 

GET PROTECTED

SET UP YOUR TRUST TODAY

280 S Ronald Reagan Blvd, #200 Longwood, FL 32750