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Services for self-directed investors

As investors in alternative assets, there is the need to have LLCs set up, modify notes in private lending, and ensure basic estate planning is set up properly. 

Services for self-directed investors

Midland Trust is a sister company to Midland Forms which provides self-direction for investors in alternative assets.

Self-directed investors choose to own real estate, private stock, loans and other non-traditional investment options in their retirement accounts. This group of investors needs a unique set of services to support their investments.

Set-up a specialized LLC for your IRA or 401K and use that LLC to invest your retirement funds

Single Member LLCs

$199

Set-up a specialized LLC for your IRA or 401K and use that LLC to invest your retirement funds

Note Modifications

$199

Amend terms of a promissory note to minimize liability and confusion with the contract moving forward. 

Simple Wills

$199

A truly simple process that provides peace of mind that your estate is handled the way you intend.

Online Notary

$25/stamp

Have your documents notarized online anywhere.

Let's talk     239-472-0074

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Testimonials

“Midland Forms is the best. They are very professional and always happy to answer all my questions. I'm so grateful I found them.”

-Cheryl A.

“Midland Forms has everything you need for your LLC. Information, assistance, and great service!”

-LaTisha G

“I was impressed how quickly Midland Forms was able to turn around and file my paperwork with the state. Easy, simple, and transparent process. Highly recommend if you are looking for a easy and affordable service option to get your business started.”

-Matt L