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Review and Sign the Succeed Membership Agreement

 

Enter your full name, email adress and business name if appiable.  Then select your Succeed membership package.  Next select the Trust of choice.  Then finalize your agreement with your signature.   

SUCCEED

BUILDING A LEGACY OF GENERATIONAL WEALTH

Client Estate Planning Membership Agreement

Post-Payment Enrollment — No Payment Collected Here

1. Client Information

2. Select Your Membership Package

3. Choose Your Trusts

4. Package and Independent Attorney Fee Summary

The independent attorney's services require a separate attorney-client engagement. No attorney-client relationship is established by completing this preview.

5. Review the Complete Membership Agreement

Read all six pages, including Exhibit A and Exhibit B. This is the text of the uploaded agreement. Blank fields in its exhibits require completion before live use. Your selections above are a preview of the information to enter into Exhibit A.

Page 1 of 6 CLIENT ESTATE PLANNING MEMBERSHIP AGREEMENT Effective Date: ______________________ Parties: Succeed Consulting Firm Inc. (“Succeed”) and __________________________ (“Member”). 1. Parties and Scope This Estate Planning Membership Agreement is between Succeed Consulting Firm Inc. (“Succeed”) and the customer identified in the enrollment schedule (“Member”). This Agreement covers the use of Succeed Consulting Firm Intellectual Property in the form of education, membership, training and other recourses. It does not itself create an attorney- client privilege for the Dynasty Irrevocable Trust. Client will engage in a direct agreement with the Attorney to create their Dynasty Irrevocable Trust. 2. Membership Packages and Price Foundation Package: 1 Year Membership Dynasty Family Trust Processing and Coordination Dynasty 508c Ministry Trust Processing and Coordination 2 Entity Accounting & Tax Filing-1st Year Appointment Library (Access to Licensed Professionals) Document Update Library (Over 50 Trust update Documents – 1 Year) Trust Training Library (52 Weeks of Trust Training – 1 Year Access) Business Training Library (26 Weeks of Business Training – 1 Year Access) Estate Training Library (48 Weeks of Estate Training – 1 Year Access) □ $20,000.00 Legacy Package: Life-time Membership Dynasty Family Trust Processing and Coordination Dynasty 508c Ministry Trust Processing and Coordination Dynasty Investment Trust Processing and Coordination 3 Entity Accounting & Tax Filing- (1st Year) Appointment Library (Access to Licensed Professionals- Life-time Access) Document Update Library (Over 50 Trust update Documents – Life-time Access) Trust Training Library (52 Weeks of Trust – Life-time Access) Business Training Library (26 Weeks of Business Training – Life-time Access) Estate Training Library (48 Weeks of Estate Training – Life-time Access) □ $40,000.00
Page 2 of 6 Dynasty Package: Generation Membership Dynasty Family Trust Processing and Coordination Dynasty 508c Ministry Trust Processing and Coordination Dynasty Investment Trust Processing and Coordination Dynasty Business Trust Processing and Coordination 4 Entity Accounting & Tax Filing- (1st Year) Appointment Library (Access to Licensed Professionals- Generation Access) Document Update Library (Over 50 Trust update Documents – Generation Access) Trust Training Library (52 Weeks of Trust – Generation Access) Business Training Library (26 Weeks of Business Training – Generation Access) Estate Training Library (48 Weeks of Estate Training – Generation Access) □ $60,000.00 Exact services and timing must be specified in Exhibit A. 3. Independent Legal Fees and Separate Engagement Foundation Package: Client-Attorney Privilege Legal Questions Answered Dynasty Family Trust Drafting Dynasty 508c Ministry Trust Drafting Legal Opinion Letters – Each Trust Trust Binder Books - 4 □ $10,000.00 Legacy Package: Client-Attorney Privilege Legal Questions Answered Dynasty Family Trust Drafting Dynasty 508c Ministry Trust Drafting Dynasty Investment Trust Drafting Legal Opinion Letters – Each Trust Trust Binder Books - 4 □ $15,000.00 Dynasty Package: Client-Attorney Privilege Legal Questions Answered Dynasty Family Trust Drafting Dynasty 508c Ministry Trust Drafting Dynasty Business Trust Drafting Legal Opinion Letters – Each Trust Trust Binder Books - 4 □ $20,000.00
Page 3 of 6 4. Membership Benefits and Duration Foundation includes one year of membership; Legacy is marketed as lifetime access; Dynasty as generational access, subject to the precise service definitions, transferability, continued availability, fair-use rules, and any lawful modification/termination provisions in Exhibit A. Benefits may include recorded education, 52-week trust training, 26-week business training, Succeed community, discounts, account management, professional-access coordination, asset-transfer assistance, online-notary scheduling, and document update changes. Lifetime and generational language must not imply perpetual provision of services without stated limitations. 5. Enrollment, Payment and Installments The selected membership price, deposit, due dates, payment method, and deliverable milestones must appear in Exhibit A. Any illustrative $2,500 initial payment and remaining balance due 30 days later must be reconciled to the selected package and stated expressly; it does not automatically pay for every package. No undisclosed finance charge, automatic renewal, or acceleration applies. Succeed may suspend unperformed nonlegal services after reasonable written notice of delinquency, subject to law and the refund policy. 6. Onboarding and Member Responsibilities Member shall provide accurate information, respond to reasonable requests, review materials, maintain contact information, and consult qualified professionals before transfers or tax filings. The 12-step workflow is a coordination framework guided by the licensed attorney and may vary based on circumstances. Member retains control of whether to execute documents, transfer assets, open accounts, or hire professionals. 7. No Legal, Tax, Investment or Guaranteed Outcome Succeed Consulting Firm does not provide legal advice, tax opinions, investment recommendations, guaranteed asset protection, guaranteed tax reduction, or a promise of IRS tax elimination. A trust’s classification and tax consequences depend on actual terms, funding, administration, and applicable law. References to 508(c)(1)(a), irrevocable trusts, and dynasty planning do not create automatic tax exemptions or tax reductions. All strategies are given in consultation with licensed professionals. 8. Cancellation, Refunds and Disputes Exhibit B must state a clear cancellation window, any mandatory state-law rescission rights, an itemized allocation to services already delivered, and a fair refund calculation for undelivered services. No blanket “all sales final” clause overrides law. Refunds of independent legal fees are governed solely by the attorney’s engagement and applicable professional rules. Billing disputes must be raised within 30 days of a statement without waiving statutory rights.
Page 4 of 6 9. Direct Referral Program — Separate Terms Succeed currently contemplates a single 5% direct-referral commission on eligible collected nonlegal membership revenue. No commissions from attorney fees will be included in any commission payout to eligible members. Members do not acquire any commission entitlement merely by buying membership. Membership purchase is currently proposed as an eligibility condition. 10. Confidentiality, Privacy and Communications Succeed will protect Member information through reasonable security practices and written privacy policies. Member communication methods will be selected in Exhibit A and may exercise applicable marketing opt-out rights. Member must not disclose other members’ confidential information or misuse copyrighted course materials. 11. Intellectual Property and Educational License Succeed grants Member a personal, limited, nontransferable license to access purchased educational materials for authorized use during the applicable membership term. Content may not be copied, resold, recorded, or redistributed without permission. Member retains ownership of their own documents and information. 12. Independent Contractors and Professional Referrals Any attorney, tax professional, investment adviser, lender, insurance producer, or notary engaged by Member is independently responsible for licensing, advice, conflicts, scope, and billing. Succeed shall disclose material referral relationships and shall not receive or pay prohibited legal fee shares. Member may choose independent providers. 13. Term, Suspension, and Termination Membership begins on the date specified in Exhibit A. Suspension or termination for material misuse, fraud, harassment, unlawful conduct, or nonpayment requires notice and an opportunity to cure where practical. The Parties shall reconcile earned fees and refunds for undelivered services. Educational licenses end on termination except for expressly retained purchased materials. 14. Liability, Governing Law, and Dispute Resolution Neither party waives nonwaivable consumer rights. Each party remains responsible for its own negligence, misconduct, and legal obligations. Parties will attempt good-faith resolution for 30 days; mediation may be agreed. Governing law and venue: District of Columbia, subject to mandatory consumer laws. Any arbitration or class-action terms require separate legal review and conspicuous informed agreement.
Page 5 of 6 15. Entire Agreement; Amendments; Severability; Electronic Signatures This Agreement, together with signed exhibits and incorporated policies, is the entire understanding on its subject. Amendments require signatures of both parties. An unenforceable provision shall be narrowed or severed without expanding any unlawful obligation. Counterparts and lawful electronic signatures are permitted. Exhibit A — Member Enrollment Schedule Member legal name / business EIN (if applicable): _______________________ Selected package: □ Foundation Package □ Legacy Package □ Dynasty Package Succeed membership price: $________________ Independent attorney engagement and fee: separately contracted Membership term / access limitations: _________________________________ Installment dates and remaining balance: ______________________________ Communications preferences: ________________________________________ Attorney price: $__________________ Installment dates and remaining balance: ______________________________ Communications preferences: ________________________________________ Exhibit B — Refund and Cancellation Schedule Mandatory rescission notices / state addenda: _________________________ Cancellation window and method: _____________________________________ Itemized service allocation and earned fee milestones: _________________ Undelivered-services refund calculation and timeline: ___________________
Page 6 of 6 Execution Each signer represents that they have authority to bind the party identified below. No agreement is effective until all required signatures are provided and any stated regulatory conditions are satisfied. SUCCEED CONSULTING FIRM INC. Legal name: __________________________________________ By: _________________________________________________ Printed name / title: __________________________________ Date: ________________________________________________ Address / notice email: ________________________________ OTHER CONTRACTING PARTY / ENTITY Legal name: _______________________________________ By: _________________________________________________ Printed name / title: __________________________________ Date: ________________________________________________ Address / notice email: ________________________________

6. Electronic Signature — Demonstration

Demonstration only: Type your legal name as a sample electronic signature. This page does not submit, store, timestamp, authenticate or countersign an agreement. It cannot be used as a live legally auditable signing system without an e-signature integration.

Select your trusts, review the agreement and enter a demonstration signature.

For actual signing, connect an e-signature provider that captures both member and Succeed signatures, the completed exhibits, consent, identity/audit details, and signed copies. No client data is transmitted by this demo.

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