Asset Protection Plan Packages
| Feature / Service | Basic $1,250 | Advanced $1,750 |
|---|---|---|
| OVERVIEW | ||
| Price | $1,250 | $1,750 |
| Best suited for | Smaller entity footprint | Multiple entities / complex structures |
| MEETINGS & CONSULTATION | ||
| Planning meetings included | 1 (up to 30 min) | 2 (up to 60 min combined) |
| ENTITY AUDIT & REVIEW | ||
| Surface-level entity audit | Up to 3 entities | Up to 8 entities |
| Confirmation state renewals & tax filings are current | Yes | Yes |
| Review of Formation Documents | Yes | Yes |
| Confirmation Registered Agent is current | Yes | Yes |
| General review of Governing documents and minutes | Yes | Yes |
| DELIVERABLES (ALL PACKAGES) | ||
| Video explanation of organizational strategy and reasoning | Yes | Yes |
| Organization chart (initial draft + 1 additional draft if needed) | Yes | Yes |
| Structural recommendations regarding edits or changes (actual revisions not included) | Yes | Yes |
| CLIENT VALUE ENHANCERS | ||
| 10% discount on entity formation packages (must engage within 30 days) | Up to 3 packages | Up to 4 packages |
| 10% discount on hourly services from recommendations ($500 max) | Yes | Yes |
| 20% discount on 4+ entity packages | Yes | Yes |
What This Plan Does — and Does Not Do: This service provides strategic review and recommendations only. It does not include drafting or revising governing documents unless separately engaged. Timing begins only after the service agreement is signed, payment is received, and all requested documentation is provided. Estimated timelines are not guarantees.
Cross-Service Opportunity: After completing your Asset Protection Plan, Polymath Legal provides comprehensive formation services for LLCs, Corporations, Joint Ventures, and Limited Partnerships. Ask about bundling formation services with your plan.
Prices, expenses, and services are subject to change without notice. Your service agreement will outline the specific services in your package. The information on this page is provided for informational purposes only and does not constitute legal advice. Copyright Polymath Legal PC 2026.