Trust and Estate Planning Box

Protect What You’ve Built. Pass It On With Confidence.

Think inside the Box — help your members create clear, professional estate plans that protect their family, minimize taxes, and preserve their business legacy.

Quality Estate Planning Support = Stronger Member Outcomes

Many of your SMB members have built significant value in their businesses, real estate, and personal wealth. Yet most lack a complete, up-to-date estate plan. When the unexpected happens or retirement approaches, the absence of proper planning often leads to higher taxes, probate delays, family conflict, business disruption, and unnecessary loss of wealth.

Trust and Estate Planning Box changes that.

Trust and Estate Planning Box is your organization’s fully branded estate planning platform that delivers practical tools, professional guidance, and access to vetted attorneys — helping your members protect their life’s work and create a clear path for the next chapter.

For Your Organization

By offering Trust and Estate Planning Box to your members, you:

  • Reduce future family and business conflict during transitions

  • Help members minimize estate and capital gains taxes

  • Increase member loyalty by providing high-value support they can’t easily find elsewhere

  • Strengthen overall network stability as more owners plan proactively

  • Turn the retirement wave into an opportunity for smoother, value-preserving transitions

How It Works for Your Members

We provide your SMB members with:

  • Educational guides and checklists (Wills, Trusts, Probate Avoidance, FLP/LLC structuring, etc.)

  • Professional document templates

  • Option for attorney review and consultation

  • Coordination with SuccessionBox, ContinuityBox, and BusinessSellerBox for a complete plan

Your members gain peace of mind, your network experiences fewer disruptive transitions, and more value stays protected and transferred successfully inside your ecosystem.

Trust & Estate Box Components

Wills & Living Trusts

Professional templates and attorney-reviewed packages that help avoid probate and provide clear instructions for business interests.

AttorneysBox

Access Warm introductions to vetted estate planning, tax, and business attorneys experienced with SMBs and your industry.

Buy-Sell Agreement

Integration Coordination with AgreementsBox to ensure estate plans align with ownership transition documents.

Powers of Attorney & Directives

Essential documents for incapacity planning and decision-making authority.

Tax & Legacy Planning

Resources Strategies for minimizing estate taxes, charitable giving, and preserving family wealth.

Estate Planning Guides

Step-by-step roadmaps, document inventories, and readiness assessments tailored for business owners.

FLP & Family LLC Tools

Guidance and templates for using Family Limited Partnerships and LLCs for tax-efficient wealth transfer and control.

Succession & Beneficiary

Coordination Tools and guidance to align estate plans with succession goals — ensuring beneficiaries are protected and the business transitions smoothly to the right hands.