Scope of work

Justin Helis

Your business, protected from day one.

Prepared for

Justin Helis

Troy Bravenboer••endlesswinning.com

What we build

Protect the Business

A family trust owns a holding company. The holding company owns your detailing company. You run it and get paid. Nothing is in your name.

Part one

The Trust

Owns everything.

  • Finished Texas spendthrift trust, ready to sign
  • Built so no one can take the business or force a sale
  • Review by a Texas trust lawyer, coordinated by us
  • Trust EIN and gift tax filing for the family member who funds it
Part two

The Companies

Hold it and run it.

  • Holding LLC, owned by the trust
  • Detailing LLC, owned by the holding LLC
  • Company agreements and EINs for both
  • Bank account setup for each
  • Close out your current LLC
Part three

Running It Right

Keeps the protection real.

  • Your employment agreement and payroll setup
  • Trustee's yearly approval and a cash reserve policy
  • A simple checklist so it all holds up
Plus

Lawyer review included. We budget $500 for one Texas trust lawyer review and one round of edits.

Not included: lawyer time past $500, state filing fees ($300 per LLC), insurance, or yearly tax returns and books.

Investment

What It Costs

One setup price. No monthly fee.

The setup

Trust + 2 LLCs + Paperwork

$3,500

Paid in two parts, 30 days apart.

Included

Texas Lawyer Review

$500

Already inside the $3,500. Anything past $500 is billed by the lawyer.

How you pay

$1,750TodaySetup, part 1
$1,750Setup, part 2
Next step

Let's Get It Set Up

Due today

Card payments include a 3% processing fee.

Setup, part 1
Total today

Secure payment by Stripe. Later payments charge this same card or bank automatically.