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Three Ways to Start Your Plan
Pick the one that fits where you are. Everything below is education and document preparation. It is not legal advice, and we are not a law firm.
One call. Your situation, your questions, your next step.
- A scheduled review call with Rico Williams
- We walk through what you own, how it is titled, and who you want to receive it
- Plain-language explanation of what a will, a trust, a power of attorney, and a health care directive each do
- A written summary of the options discussed, so you can take it to a licensed attorney in your state
- If one-to-one document preparation makes sense, you get a quote at the end of the call
The consult is educational. It is not legal advice and does not create an attorney-client relationship.
For a trust you already have: the IRS fiduciary notice packet that puts the trustee on record.
- Form SS-4 guidance so the trust gets its own EIN
- Form 56, Notice Concerning Fiduciary Relationship, prepared for the trustee
- Form 8822-B, so the IRS has the trust's responsible party and mailing address
- Cover letter, attachment, and certified-mail instructions, ready to sign and send
- A one-page record of what was filed and when, for the trust's permanent file
Prepared from the information you provide. Review the finished documents with a licensed attorney in your state before you sign.
One-to-one preparation of a revocable living trust package, scoped to your family.
- Revocable living trust prepared from your decisions
- Pour-over will, powers of attorney, and health care directive
- Certificate of trust and a funding checklist for every asset you own
- Deed and beneficiary-designation instructions so the trust is actually funded
- Priced to the scope of your situation, never a flat guess
One-to-one document preparation is quoted only after the planning consult. There is no price to buy here.
What We Are, and What We Are Not
Williams Legacy Group is not a law firm. Rico Williams is not an attorney. Nothing on this site, in the book, in the free resources, on a consult call, or in a document package is legal advice, and none of it creates an attorney-client relationship.
What we do: we teach families how estate planning works in plain language, and we prepare documents from the choices you make. You decide; we prepare. You keep the pen.
What you should do: verify every plan with a licensed attorney in your state before you sign. Laws differ by state and change over time. A one-hour attorney review of a finished package is inexpensive compared to a plan that fails when your family needs it.
One-to-one work: preparing a living trust for a specific family is quoted only after the planning consult, so the scope and the price fit the situation.
Not Sure Yet?
Start with the free resources from The Legacy Blueprint: the 27-Point Estate Planning Checklist, the Trust Comparison Chart, and the Trust Funding Tracker. Or read the book first.