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