LLC & trust coordination
Bring the business and family plan together.
Your , ownership records, and should be considered together so the intended transfer fits the company’s rules and your broader plan.
Plan for the futureWhat happens next
1. Tell us what matters
Start with the 5-minute assessment. Choose your goals and answer one short question at a time.
2. Talk with Britt
The firm reviews your inquiry. In the finished booking flow, you see the consultation options and any fee before confirmation.
3. Agree on your plan
Britt explains the recommended documents, the scope of work, and the fee before you decide to move forward.
LLC & TRUST COORDINATION · PRICING
Know the fee before you move forward.
Request a fee quote
Contact Britt for a fee quote based on the scope of your matter. The proposed work and fee will be discussed before you decide to proceed.
KEY DOCUMENTS & TERMS
What each piece is for.
Hover over a term, use your keyboard, or tap it to see a plain-English explanation. Britt help determine which documents fit your situation.
Operating Agreement
Trust
Trust funding
Ownership transfer
Britt explains & coordination
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HEAR IT FROM BRITT
A familiar face. A clearer next step.
A place for Britt to explain & coordination, who it may help, and what the first conversation is like.
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More about llc & trust coordination
& Business Coordination
This is where Britt’s estate planning and business backgrounds meet. Putting your in your , aligning your with your , and making sure designations don’t fight your documents — it all has to work as one system.
Estate Planning for Business Owners
If you own an or family business, your and business plan need to talk to each other. Britt coordinates the two — including putting your in your — so your business passes to your heirs without disruption.
What we can talk through
- Should my be owned by my ?
- What estate planning documents and operating agreements do you have?
- Who would you want involved in the business’s future?
A few questions before you begin
I own a business. Where do I start?
Start with the questionnaire and note that you own a business. Whether you need an formed, a , succession planning, or your moved into your , the first conversation looks the same: understanding what you’ve built and what you want to happen to it.
What’s the difference between a and a ?
A says who gets what and names guardians for your kids — but it generally has to go through court to work. A holds your assets during your life and passes them directly to your loved ones without court involvement, privately and usually faster. Most families benefit from a trust-based plan, but Britt give you an honest recommendation either way.
What should I have ready for my consultation?
Bring your questions and a general idea of what you would like help with. Britt will explain what information or documents are needed for the next step.
What happens next
Tell Britt what you need
Start with a short message about what you would like help with. The optional planning questionnaire takes about ten minutes if you want to share more detail.
Meet with Britt
Contact Britt with times that work for you. She will confirm the appointment and discuss your goals, options and the proposed fee.
Sign your plan
Britt drafts your documents, walks you through every page, and makes sure your , , and business pieces all work together.
The information on this website is for general informational purposes only and is not legal advice. Viewing this site or contacting Hibbs Law does not create an attorney-client relationship.