Estate Planning Services

We provide our estate planning law firm clients with all drafting services they may need.

unsplash-image-wkfZyteTMOA.jpg

Step 1: Adapt To Your Processes.

We cater our services to each individual estate planning law firm’s needs. We adapt to your processes and have extensive experience with estate planning apps, including WealthCounsel.

Learn More
 
unsplash-image-ZKBzlifgkgw.jpg

Step 2: Build A Guide For Your Processes.

As soon as we begin working together, we understand your processes and create a guide for our students. This value add-on ensures we complete your estate plans the way you expect them to be done.

Work With Us
unsplash-image-Y5bvRlcCx8k.jpg

Step 3: Increase Your Firm’s Efficiency.

We handle all of your drafting needs so that you can focus on the client experience. We have experience drafting:

  • Trusts

  • Restatements

  • Wills

  • POAs

  • AHCDs

  • Fiduciary Letters

  • SRTs

  • Assignment of Personal Property

  • HIPAAs

  • Property Transfer Docs (Deeds, PCORs, TTAs)

  • Estate Administration

Increase Efficiency