Trust Documents
Appoint trust protections and distribution designations to the assets that matter most.
Industry specific strategies
Back
Don’t leave your loved ones unprepared. Let’s create a personalized strategy to protect your assets and ensure your wishes are honored.
businesses formed
business taxes filed
business credits/mo.
5-star Google reviews
Protect your assets and pass down your legacy.
You’ve built something worth protecting. As a business owner, estate planning isn’t optional—it’s essential. It keeps you in control of your assets, your wishes, and your future.
Whether you're just getting started or planning ahead, our estate planning options are built to meet your needs and protect what matters most.
Appoint trust protections and distribution designations to the assets that matter most.
Communicate your medical care wishes with a Healthcare Power of Attorney appointment and medical directives.
Designate a trusted individual to make important legal and financial decisions on your behalf.
Outline additional protection for assets not placed within your trust.
Receive a bound and labeled estate plan binder, shipped straight to your door.
Easily complete forms, upload documents, and review your information all in one secure online portal.
Talk to a paralegal to generate updated documents as your life evolves.
Get direct access to an attorney's office for support on any questions or concerns.
PRIME's estate planning service is made for business owners just like you!
PRIME's estate plans include a living will, trust, Power of Attorney, and pour-over-will. These documents together outline your assets, medical directives, wishes, and more.
The timeline varies based on complexity and responsiveness. Simple plans can be completed in a few days, while more intricate ones may take several weeks. Timely communication and decision-making can expedite the process.
Yes! You're able to make adjustments to your estate plan as needed... in fact, it's recommended to make updates as soon as life changes arise.
Once your estate plan is finalized, your documents will be professionally printed, bound, labeled, and shipped straight to your doorstep. You'll also have access to a digital copy and you can request a re-print any time.
New business owners rave about our services.
Join the growing community of solopreneurs who’ve started their journey with PRIME. Let’s hop on a call to discuss your unique situation.
Common estate beliefs—fact or fiction
Every business owner has a legacy to protect. Whether you run a side hustle or a growing company, having a plan in place safeguards your family, your business, and your hard work.
You’re building more than just a business—you’re building a legacy. PRIME helps you create an estate plan that covers your business interests alongside personal wishes, so everything you’ve built is protected for the future.
Without clear planning, your business could be delayed or derailed. Estate documents help keep operations running or close smoothly if something happens.
Accidents and unexpected events can happen at any age. An estate plan is about control and peace of mind—making sure your wishes are followed, no matter what.
Unsure where to start? No worries, we cover all of this in our complimentary estate plan consultation.
An estate plan is a set of legal documents that outlines how your assets, responsibilities, and medical decisions should be handled if you become incapacitated or pass away. It helps protect your loved ones, ensures your wishes are honored, and can minimize delays, disputes, and legal costs.
Business owners often need additional planning to account for business succession, ownership transfer, and continuity. A well-structured estate plan can help protect the company, outline leadership transitions, and reduce tax burdens tied to business assets.
A good estate plan can help reduce or defer estate taxes, capital gains taxes, and other liabilities. Tools like trusts and strategic gifting can be used to protect assets and preserve wealth for beneficiaries. Consulting a tax professional is key for personalized strategies.
A living will is a legal document that outlines your preferences for medical treatment if you're unable to communicate. It’s an important part of an estate plan because it gives your loved ones and healthcare providers clear direction during critical moments.
Review your estate plan at least every 2–3 years, or after major life events like marriage, divorce, the birth of a child, or a significant change in assets. Keeping it current ensures it reflects your latest wishes and circumstances.
A will outlines how you want your assets distributed after death and names guardians for minor children. It must go through probate. A trust holds assets during your lifetime and can bypass probate, offering more privacy, control, and potential tax benefits.
Your plug-and-play business back office.
