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Protect Your Legacy.
Plan With Purpose.

Estate planning isn’t just about legal documents—it’s about preserving your values, protecting your loved ones, and ensuring that your life’s work is passed on thoughtfully and efficiently.

At CB Investment Management, we believe estate planning is a vital pillar of any comprehensive wealth management strategy. It goes hand in hand with financial planning, legacy design, tax optimization, and personal purpose. Whether your needs are straightforward or highly complex, we have the expertise and partnerships to guide you through the process including access to specialist attorneys—seamlessly and securely.

A Streamlined Process for Maximum Peace of Mind

Through strategic collaborations with top-tier attorney firms, we offer scalable estate planning solutions tailored to your needs. Many clients are surprised at just how efficient and accessible the process can be—often completed within a month.

Here's what to expect:
  • 1. One-Hour Review Meeting After completing your intake, we schedule
    a meeting with you and your advisor to
    confirm the structure and customize every detail of your estate plan.
  • 2. Document Drafting & Delivery Your complete estate plan is prepared and delivered to you and your advisor, ensuring
    full clarity and alignment from start to finish.
  • 3. Signing & Execution You can sign in-office, or opt for a mobile notary to come to you. All forms, guidance, and checklists are provided for smooth execution.
  • 4. Trust Funding & Asset Alignment We offer full support for retitling assets, updating beneficiary designations, aligning with LLC structures, and ensuring full trust funding—even leveraging Nevada’s ledger method for added efficiency and protection.

 What’s Included in the Trust Package

Our tax services are designed to integrate fully into your financial life,
offering both precision in preparation and strategic planning:
  • Nevada Revocable Living Trust Single or joint creator, with leading-edge creditor and spendthrift protections.
  • Pour-Over Will For seamless asset transfer and full estate coverage.
  • Medical Directives & Power of Attorney Ensure your healthcare and financial
    decisions are in trusted hands.
  • Deed & Transfer Forms for Real Estate
Properly align and title real estate holdings.
  • Assignment Schedules & Settlement Guide Structured implementation with clarity for heirs and executors.
  • Ongoing Support Includes three free future amendments—with unlimited updates to beneficiaries or distributions at no additional cost.

The Benefits Go Far Beyond Documents

Estate planning is a foundation for:
  • Asset Protection Safeguard your wealth from creditors, litigation, and probate delays.
  • Tax-Efficient Wealth Transfer Minimize estate taxes and preserve more wealth for future generations.
  • Charitable Giving Strategies Amplify your philanthropic impact while benefiting your estate.
  • Peace of Mind Knowing that your loved ones won’t be left with complexity or uncertainty.

Transparent Pricing, Comprehensive Service

Our estate planning solutions are fully transparent and all-inclusive.
Pricing varies based on complexity, but all packages include:
  • Custom legal documents
  • All advisor meetings
  • Trust funding guidance
  • Execution support
  • Three free future amendments
  • Ongoing access to strategic estate planning advice


Ready to Protect Your Legacy?

This is more than paperwork—it’s your legacy, your voice, and your
future. Let’s make sure it’s honored exactly as you envision.

Let’s Pave the Road of Your 
Financial Future in Gold

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