🏛️ Trust Setup Strategy Session

45-Minute 1-on-1 Consultation to Navigate the Premium Financial Trust Setup Checklist
Offered by: Danielle Wells Consulting

Establishing a trust isn’t just a legal step—it’s a strategic move to protect wealth, create legacy, and elevate your financial sovereignty.

The Trust Setup Strategy Session is a private, 45-minute consultation designed to walk you through the Premium Financial Trust Setup Checklist in detail. This session gives you the clarity, confidence, and foundational understanding needed to approach your trust structure with intention and insight.

Whether you're new to trust-based planning or refining an existing framework, this session will help you align your trust goals with the appropriate structures, jurisdictions, and documentation flow.

📘 In this session, we will:

• Review the Premium Financial Trust Setup Checklist section by section

• Identify which documents, steps, or professionals you may need

• Clarify which type of trust(s) are most suitable for your financial goals

• Discuss key considerations like control, asset protection, beneficiaries, and tax impact

• Map out your trust setup process with clarity and confidence

✅ Ideal For:

• Entrepreneurs, professionals, and investors building multi-tiered wealth

• High-net-worth individuals or families preparing for legacy planning

• Clients managing assets across states or jurisdictions

• Anyone ready to take the first or next step in strategic trust formation

📦 Includes:

• 45-minute private Zoom consultation

• Strategic walk-through of the Premium Financial Trust Setup Checklist

• Clarification of trust terms, roles, and process

• PDF follow-up summary + personalized action steps (optional add-on)

You’re not just protecting wealth—you’re designing your legacy.
Book your Trust Setup Strategy Session today and take the first step toward financial clarity, control, and generational continuity.

Disclaimer: Danielle Wells Consulting does not offer legal, financial, or tax advice. This session is for educational and strategic planning purposes only. Clients are advised to consult a licensed attorney, CPA, or trust professional for legal documentation, filings, and compliance-related actions.