🏗️ Trust Architect Consultation

45-Minute Private Estate & Trust Strategy Session
Offered by: Danielle Wells Consulting

Understanding the language of trust law is only the beginning—building a structure that protects wealth, preserves privacy, and honors legacy requires strategy.

The Trust Architect Consultation is a focused 45-minute session designed to help you apply the terminology and frameworks in Mastering Trusts & Financial Strategies: The Ultimate Glossary for Estate Planning and Asset Protection to your real-life structure. Whether you’re building from the ground up or reinforcing an existing estate plan, this consultation helps you translate definitions into actionable blueprints for multi-generational wealth protection.

🔍 In this session, we will:

• Translate glossary terms into live planning strategies

• Identify where your current trust knowledge or structure may have gaps

• Discuss trust types, legal roles, and layered asset protection models

• Clarify next steps for trust implementation, funding, or fiduciary onboarding

• Bridge theory to practice—turning definitions into decisions

✅ Ideal For:

• New and experienced trustees

• Entrepreneurs establishing or managing holding structures

• Professionals seeking clarity around legal trust language

• Individuals building or revising an estate plan using the glossary as a guide

📦 Includes:

• 45-minute private Zoom session

• Live review of key glossary terms applied to your estate strategy

• Optional PDF follow-up with mapped recommendations

• Trust-building insights personalized to your goals and structure

Disclaimer: This session is for educational and strategic planning purposes only. Danielle Wells Consulting does not provide legal, financial, or tax advice. Clients are encouraged to consult licensed professionals for formal execution of documents and legal compliance.

Start speaking the language of legacy—strategically.
Book your Trust Architect Consultation today and build with confidence.