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