Some of Our Products & Services Include:

• ESTATE PLANNING:
  • Complimentary Estate Planning Review
  • Wills, Trusts, & Ancillary Documents
  • IRA Beneficiary Trusts
  • Special Needs Trusts
• TRUST ADMINISTRATION:
  • Complimentary Trust Administration Review
  • Sub-trust Administration
  • Appointment & Acceptance of Trustee
  • Statutory Notice to Beneficiaries
• PROBATE:
  • Court Document Preparation & Filing
  • Notice to Creditors
  • Personal Property Affidavit
  • Real Property Affidavit

• BUSINESS FORMATION:
  • Limited Liability Corporations (LLC)
  • Professional Limited Liability Corporations (PLLC)
  • Operating Agreements
  • Buy/Sell Agreements
• CHARITABLE PLANNING:
  • Complimentary Charitable Planning Review
  • Charitable Remainder/Lead Trusts
  • Endowment & Planned Giving Consulting
  • Donor Advised Funds