Our Services
Comprehensive estate planning and probate services tailored to your family's unique needs.
Estate Planning
We help you create a comprehensive estate plan, often centered around a revocable living trust, to ensure your assets are protected and your family avoids the cost and delay of the public probate process. Our process is designed to educate you and build a plan that truly reflects your wishes, keeping your loved ones out of court and out of conflict.
Planning for Your Children
For parents of minor children, we go beyond a simple will by creating a comprehensive Kids Protection Plan®. This ensures your children are always cared for by the guardians you choose and never placed in the care of strangers while the authorities figure out what to do.
Trust & Estate Administration
When a loved one passes away, serving as a trustee or executor can be overwhelming. We provide compassionate guidance through the complex process of trust and estate administration, ensuring Page 9 of 14 assets are handled correctly and your loved one's wishes are carried out efficiently and with minimal conflict.
Asset Protection Planning
As your success grows, so does your risk. We design strategic plans using tools like LLCs, trusts, and asset segregation to protect your personal and business assets from potential lawsuits, creditors, and divorce.
Probate
If a loved one's estate must go through the court-supervised probate process, we are here to help. We guide you through every step, helping to make the expensive, time-consuming, and public process as efficient and stress-free as possible.