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Matilda
@mariettap
Strategic Trust Architect Securing Legacies with Precision Integrity and Care
États-Unis
Anglais, Français, Espagnol
À propos de moi
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.
Compétences
Matilda
hors ligne •
Voir mes services
Immatriculation d'entreprise
I will form your wyoming llc US ein UK ltd vat for non residents amazon fba saas
Entreprises et contrats commerciaux
I will setup a wyoming llc asset protection trust for legacy security
Expérience professionnelle
Documentation Specialist
LLC4ARAB • Temps plein
May 2022 - Present • 4 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 • Indépendant
Feb 2020 - Present • 6 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.
