For Someone Who:
Wants the total assurance of the Trust Plan AND the comfort of knowing that all asset transfers have been taken care of by our office. If you are busy, this plan gives the least amount of personal effort and the greatest convenience and care.
All components of the Trust Plan PLUS we analyze how each of your assets are titled and handle all asset transfers to ensure your plan works for you.
We prepare an Intrepid Wealth Inventory, complete with all bank, brokerage, insurance, and retirement account documents to transfer title and change beneficiaries.