Introductory Meeting with Trina

Description

Book a one-to-one introductory meeting with Trina to discuss your private trust, estate, or equity structure. This 30-minute consultation provides an opportunity to explore your goals, clarify your current position, and identify the most effective legal instruments to support your intent.

During this session, you can:

• Outline your personal or family objectives for wealth protection and succession.
• Gain an overview of how a private trust operates under equity principles.
• Understand your options for structuring trusteeship, beneficiaries, and assets.
• Decide whether to proceed with trust drafting, extension, or restructuring.

The meeting can be held online or by phone. After your consultation, you’ll receive a tailored summary of the next recommended steps and an outline of any documents or information required should you wish to proceed with formal work.

Duration: 30 minutes

Format: Video or phone consultation

Ideal for: Individuals, trustees, or families seeking initial guidance on setting up, reviewing, or managing a private trust under equitable principles.