Speak with an advisor
Get answers tailored to your situation
The daily 3PM Q&A call is the best free way to learn. When you want a focused conversation about your specific situation — income mix, existing entities, family setup — book a one-on-one with a UA advisor.
1-on-1 advisor consultation
$150
One session, not a retainer. Applied as a credit if you order a UNA package within 30 days.
Good fit if…
- You've been to a Q&A call or two and want a focused walkthrough of your own situation.
- You hold a mix of W-2, 1099, and business income and want to map out which UNA structure fits.
- You're weighing a UNA against an existing trust, LLC, or 501(c)(3) and want a side-by-side.
- You have specific questions about banking, succession, or asset transfer that the daily call hasn't covered.
What you get
- 30-minute scheduled call with a UA advisor
- A written follow-up summarizing the path we recommended
- A copy of any documents we referenced during the call
- A direct line for follow-up questions for 30 days after the call
Need a licensed attorney instead?
Our advisors are not attorneys — we're document-preparation and education specialists. For attorney-level legal questions (litigation, contracts, 501(c)(3) filings), book directly with Chrystan Carlton. Her booking fees are listed there.