We are grateful for your interest in our services and in learning more about us! Feel free to navigate left or right to discover our most in-demand services. We will also share a brief overview below. Before we are able to make any recommendations or offer a cost estimate, we must have a consultation with you. If you have any questions, or would like to schedule a consultation, please give us a call at (737) 284-8450 or through the Contact Us page on this website. We would love to meet you via an in-person meeting, a video conference, or a phone call. We can also schedule an early morning or early evening appointment if that would support your schedule best..jpeg)
Estate Planning
We understand the harmony and peace of mind which flows from the security of knowing that you will be cared for by the people you love and trust during any incapacity, and that your loved ones and legacy will be protected in your absence. We offer a variety of Estate Planning and Personal Care Documents, and will work with you to create a custom plan best sutied for your needs. Scroll down to the Estate Planning section to discover more..jpeg)
Probate
Probate is the process by which a personal representative is approved by the Court to manage a deceased's estate. We handle all types of estates: those with a Will, those without a Will, those with representatives outside the state, and more. To learn more about the process, please click the link below..jpeg)
Estate and Trust Administration
We assist Trustees and Executors in their roles as they administer assets, make distributions, communicate with beneficiaries, and close estates..jpeg)
Business Formation
We work with our Clients on the creation of an LLC, PLLC, and Partnerships. Call us at (737) 284-8450 to schedule a consultation..jpeg)
Beneficial Ownership Reporting
Due to the Corporate Transparency Act which went into effect on January 1, 2024, business entities are now required to report Beneficial Ownership Information to the Financial Crimes Enforcement Network ("FinCen"). We are happy to assist with preparing and submitting the necessary reports for your entities. Call us at (737) 284-8450 to schedule a consultation..jpeg)
Marital Property Agreements
As you step joyously into your next chapter with your partner, we are delighted to prepare any pre-nuptial, post-nuptial agreements you may need. We can even provide referrals for attorneys to represent your partner. Call us at (737) 284-8450 to schedule a consultation.