Programs & Courses
Featured Programs...
Built for Legacy - Founder's Strategy Session
A 90-minute strategic review of your entity, financial, operational, and legacy foundations to uncover vulnerabilities, identify your top priorities, and create a practical roadmap for building a stronger, more enduring business.
$697.00 USD
Registered Agent Essentials
Registered Agent Foundation gives you a reliable compliance base so your business is properly represented, reachable, and protected from missed notices. You appoint a trusted registered agent to receive official state and legal documents on your behalf, get clear digital delivery with simple explanations of what matters and what doesnât, and access short, plainâEnglish coaching that shows you how registered agents work, what compliance mail looks like, and how to avoid common mistakes. You also receive firstâyear compliance guidance, deadline reminders, and simple checklists so you know what to expect, when to act, and when to escalateâgiving you confidence that nothing important slips through the cracks while keeping compliance simple and stressâfree.
$275.00 USD every year +
$15.00 USD setup fee
Essential Estate Planning for Entrepreneurs
This Estate Planning Program is designed to help small business owners put a clear, coordinated estate plan in placeâwithout unnecessary complexity or uncertainty. The program focuses on preparing a Last Will and Testament, Medical Directive, and Durable Power of Attorney for financial matters, while guiding clients through the decisions that make those documents effective when they are actually needed. Rather than simply drafting forms, the program emphasizes clarity, coordination, and understanding so clients can be confident their plan will function in realâworld situations. For business owners, estate planning is not just personalâit is also about continuity. Without clear authority and proper documentation, families and businesses can face delay, court involvement, and avoidable disruption during periods of incapacity or at death. This program is designed to reduce those risks by clearly identifying decisionâmakers, coordinating authority across documents, and creating a predictable framework for administration. This program is especially wellâsuited for small business owners who want foundational estate planning done well, individuals or couples who do not yet have a coordinated estate plan in place, and clients who value a guided, structured process rather than a oneâsizeâfitsâall solution. It is not intended for complex, taxâdriven, or trustâheavy planning, but for clients who want core estate planning documents that are intentional, understandable, and built to work together. Through a structured, threeâsession coaching process, clients walk away with legally sound documents and, just as importantly, confidence that their plan is clear, complete, and ready to function when it matters most.
