Trust & Foundation Setup
- Trust document preparation
- EIN application preparation and submission where authorized
- Nonprofit setup
- Nonprofit EIN
- Enterprise Trust EIN
- Multigenerational Trust EIN
- Nonprofit program development
- Initial organization setup
- Foundational website implementation
- Other Phase 1 implementation tasks included in the Done-For-You scope
What you handle
- • Attending required information-gathering meetings
- • Providing accurate information
- • Providing required identification and documentation
- • Completing signatures or identity verification where required
- • Participating in notarization where personally required
Our team handles the core setup work using information supplied by the client.

