LEGAL COORDINATION
& ESTATE PLANNING


Expertise. Protection. Planning.

Coordination with chosen legal counsel* to provide recommendations for asset protection, including medical and creditor protections, pre-liquidity transactions, legacy planning review, trust reformation planning, and advising on private foundations.

We summarize existing estate planning documents and collaborate with your private legal counsel to review and effectuate your estate plan, and advise on life-changing events such as business transactions, sudden wealth, marriage, divorce or death.

*Clients must provide own legal counsel

TRUE FIDUCIARY® Standards of Transparency.

SCHEDULE FOUNDER CALL