Estate Structure Services

Self-guided DIY estate structures — with the option to involve an attorney if you choose.

HELF’s estate services help families and business owners structure what they’ve built: trusts, wills, schedules, and funding — step by step, in plain language.

Tier 1 — DIY Template Pack — from $100

Living trust blueprint, pour-over will, Schedule A, and funding teaching. You complete our private Trust Questionnaire and download your document set.

Start Tier 1 — $100

Tier 2 — Guided Structure — from $750

Mapping session, verification walkthrough, and a five-section package — guided by HELF, built around your situation.

Start Tier 2 — $750

Tier 3 — Elite Legacy Structures — from $2,500

Multi-trust waterfall integration and anonymous LLC layering for complex legacies.

Start Tier 3 — $2,500

How it works

1. Choose your tier and purchase.
2. Tier 1: receive your private questionnaire link by email and complete it at your own pace. Your answers stay in your browser — nothing is saved or shared.
3. Download your documents (Tier 1) or begin your guided sessions (Tiers 2 and 3).

Self-guided DIY estate structures. Buyers may involve an attorney if they choose. These services provide templates and education, not legal advice.

Questions? info@helfenterprises.net · 602-837-8483