m
mariettap

Matilda

@mariettap

Strategic Trust Architect Securing Legacies with Precision Integrity and Care

Vereinigte Staaten
Englisch, Französisch, Spanisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
Welcome. Asset protection and legacy planning are among the most significant steps you will ever take. In a world of complex regulations, my mission is to provide you with a sanctuary of professional clarity and unwavering expertise. As a Trust Drafting Specialist, I provide a standard of service built on the pillars of education and meticulous detail. I don’t just deliver documents, I provide the peace of mind that comes from knowing your intentions are legally sound and your loved ones are protected. My approach are intentionally calming.... Mehr lesen

Kompetenzen

m
mariettap
Matilda
offline • 

Meine Dienstleistungen

Gewerbeanmeldung
I will form your wyoming llc US ein UK ltd vat for non residents amazon fba saas
Unternehmens- & Handelsverträge
I will setup a wyoming llc asset protection trust for legacy security

Arbeitserfahrung

Documentation Specialist

LLC4ARAB • Vollzeit

May 2022 - Present4 yrs

Managed the drafting and review of complex fiduciary documents. Optimized the client intake process to be more welcoming and transparent, significantly increasing client trust and retention.

Senior Estate Planning Consultant Independent Practice

Trust Us Elite Restoration • Selbstständig

Feb 2020 - Present6 yrs 3 mos

Spearheaded the development of comprehensive wealth transfer strategies. Educated clients on the nuances of trust structures, ensuring all drafts met the highest professional and ethical standards.