Discover compassionate estate planning solutions here. Our experienced team will guide
you with care. Your advocate for estate planning, trust review, and more. We strive to make estate planning simple and secure your family's legacy.
Experienced team of Estate Planners.
Dedicated to protecting your assets and wishes.
Personalized strategies for your unique circumstances.
WHAT WE OFFER
Our seasoned team provides expert guidance through the estate planning process to ensure your loved ones are protected with our comprehensive Trust and Wills services. We provide personalized solutions to secure your assets and fulfill your wishes for the future.
Our team works with you to keep your estate plans up to date with our Existing Trust Reviews. We meticulously assess and update your current trusts to ensure they align with your evolving needs and legal requirements.
Simplify property ownership changes with our Deed Transfer services. We handle all the legal intricacies to ensure a smooth and accurate transfer of property titles.
Ensure your entity meets legal requirements with our Registered Agent Services, providing reliable representation to efficiently handle all official documents and compliance matters.
Our Entity Formation services guide you through the legal process, establishing a solid foundation for your asset protection needs. This comprehensive approach ensures both compliance and strategic business setup.
OUR TEAM
FAQS
As much as everyone hates this answer, it depends. Everyone's situation is unique and we treat our clients as such. However, we offer a Free Consultation that simplifies this question, and most of the time, we will be able to tell you in just a few questions what is right for your situation.
Yes, we offer a FREE, no obligation "Estate Planning Strategy Session" to everyone. We believe everyone's situation is unique, and in comparison to most local attorneys, who are going to charge crazy fee's just for their time, we offer a session to understand where you are at in your journey and layout a path to your goals, completely free.
We are based out of Norwalk, CT but, we service hundreds of clients all across the United States. How you might ask? We have a nation wide network of attorneys coupled with our proprietary software we use called "Estate Guru." So rest assured, no matter where you are, we are confident we can help you.
Are fees can vary depending on the situation, and what you want to do with your estate plan. However, something to keep in mind. We operate on a fixed fee, rather than hourly and compared to most local attorneys, our clients tell us we usually save them about 50% versus their fee. Schedule a FREE, no-obligation strategy session with our team and we can determine a quote for you.
We have been helping clients with their estate plans since 1997, almost 30 years of service!
Register for one of our upcoming webinars! We hold them almost every other week on Wednesdays at 2:00 PM EST. Our webinar is designed for individuals at all levels of knowledge regarding estate planning. Whether you're starting from scratch or looking to refine your existing plan, our experts will guide you through the essentials and answer any specific questions you might have. We aim to simplify complex processes, making estate planning accessible and understandable for everyone. Even if you can't make it, we will send you a replay, so nothing to lose!
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