Proactive planning today prevents painful complications tomorrow. We guide individuals and families through a clear, supportive process to put essential legal protections in place.

Services include:

• Wills & Trusts (revocable, irrevocable, and special purpose)

• Powers of Attorney

• Medical Directives / Advance Directives

• HIPAA Authorizations

• Guardian Nominations for Minors

• Transfer on Death (TOD) Deeds

• Beneficiary Designations Review

• Business Succession Planning

Who it's for: Individuals, couples, families, blended families, business owners, and anyone over age 18.

When a loved one passes, we help fiduciaries understand their duties and ensure the process is handled legally and compassionately—whether the estate passes by will, trust, or intestacy.

Services include:

• Probate Administration (independent, dependent, muniment of title)

• Trust Administration Support

• Small Estate Affidavits

• Heirship Proceedings

• Executor and Trustee Legal Advising

• Affidavits of Heirship

Who it's for: Executors, trustees, family members, and beneficiaries navigating death or incapacity.

We offer annual or one-time legal reviews to identify gaps before they become emergencies. This is the cornerstone of our preventive lawyering model.

Services include:

• Legal Wellness Checkups™

• Document Audits & Updates

• Title & Beneficiary Alignment Review

• Storage & Access Plans for Original Documents

• Emergency Legal Planning

Who it's for: Anyone who has a plan—or needs one—and wants peace of mind it will work when needed.

We collaborate with healthcare systems, medical providers and clinics to support patients whose legal issues are impacting their health.

Services include:

• Advance care planning for patients

• Guardianship support for families

• Legal navigator training for providers

• Integrated referrals and follow-ups

• Education for social workers and case managers

Who it's for: Hospitals, clinics, nonprofit health centers, and MLP programs.

Your people deserve more than a hotline. We offer employers on-site and virtual estate planning services as a high-value, low-cost benefit.

Services include:

• Onsite Estate Planning Clinics

• Virtual Planning Sessions

• Priority Access for Employees

• Legal Education Workshops

• Custom Employer Portals

• In-Person Mobile Notaries

Who it's for: School districts, municipalities, businesses, and other benefit providers and community partners.

For business owners, professionals, and philanthropists, we provide sophisticated planning that protects assets and preserves impact across generations.

Services include:

• Legacy Trusts & Tax-Efficient Planning

• LLC/Series LLC Formation & Family Businesses

• Legacy & Succession Planning

• Charitable Foundations & Donor-Advised Funds

• Business Buy-Sell Agreements

• Key Person Planning

Who it's for: Founders, family-owned businesses, HNW individuals, and legacy-minded entrepreneurs.