I need a plan.

We provide a comprehensive plan unique to your situation. Typically, we will create a plan centered around a trust or a will, which directs who will receive your assets, and establishes any necessary stipulations.

A plan will usually include powers of attorney, so that someone you trust is able to care for you if you are ever incapacitated. Additional documents include healthcare directives and any necessary deed work.

We seek to ensure that you fully understand what each legal document accomplishes, and what can be done to ensure no asset is left unaccounted for.

Our policy is to never leave a client in the dark.

I need to manage an estate.

It happens all too often that one is left with little to no guidance after the death of a loved one. We regularly untangle these messes on behalf of our clients, and get every asset of the deceased into the hands of those entitled to them.

You may need guidance on how to administer a trust, or you may need to navigate the often cumbersome process that is probate. Because we see these situations in every form, we know how to get you through it.

While you are with us, we can also set up an estate plan for you as a receptacle for any assets acquired during the process, so that none of your own assets end up in probate.

I need business services.

We regularly set up small businesses such as LLCs for our clients by filing articles of organization, acquiring EIN numbers, creating operating agreements, and setting up transfers upon death of business interests.

We also handle any associated deeding of real estate, and create contracts for deed as needed.

We are regularly retained to review and draft contracts, and are available to host signings when it is most convenient for our clients.

If you are thinking about getting an estate plan, you may very well need associated business services that you may not have considered already.