Comprehensive Estate Planning Requires More Than a Set of Forms
We deliver a complete plan — strategy, documents, funding, and ongoing maintenance — tailored to your goals and backed by real attorneys.
Start with Strategy — Not Just Forms
We begin every plan with a strategy session led by an attorney. We clarify your goals, map your assets, and design a structure that fits your family, assets, and legacy plan.
Make it Work With
Trust Funding
Even the best plan fails if assets aren’t transferred correctly. We help you fund the trust by preparing deeds, assignments, and account updates — so it actually works when needed.
Keep It Current
with Annual Updates
Families evolve. Laws change. We offer an annual maintenance plan that updates your documents, tracks titled assets, and gives you access to attorneys when life shifts.
