Our clients tend to fit into all three of the following categories in one way or another.
Business Owners
Family Businesses, Farming & Hospitality, Entrepreneurs
We pour our hearts into our businesses. At the end of the day, most of us want something to pass on—or at least sell. Although it may seem a long way off, your exit strategy should be at the forefront of your planning. From the type of entity you create to your internal processes, everything you set in motion today will impact the longevity and marketability of your business. Are your affairs a mess? Don’t worry, it happens to the best of us. And we love challenges.
Land Owners
Agricultural Land, Timber & Forestland, Family Homes
Like time, land is a non-renewable resource that most people and businesses are anxious to protect—and for good reason. For one family, it might be a matter of protecting your farmland for future generations. For another, it might be protecting your forest land from future development. Or maybe you want to protect your home so you have a way to pay for your future care or other unexpected expenses. There are many tools at your disposal—let us help you select the right one.
Complex Families
Children with Disabilities, Gender Diverse Individuals
Families with unique situations demand unique planning. Did you know that may no longer be authorized to make decisions for your special needs child once they hit adulthood? Or that you can—quite easily—establish a special needs trust in your Will to provide for their long-term care? Are you having difficulty navigating the courts or school system for your gender diverse child? This is why we’re here. Let us be your guide.
The services we provide aren’t nearly as important as how we provide them.
We believe in transparency, listening to our clients, and common sense problem-solving.
We also realize we’re not the right fit for everyone (and vice versa)—which is why we start you off with a handy and insightful quiz.
Here is what working with us will generally look like:
Take the Quiz.
We can’t enter a relationship without knowing some basics. This is also an opportunity for you to learn some insights about us. (It’s also mandatory, since we love it so much.)
Consult with Your Attorney.
During this first (virtual or in-person) consultation, we’ll explore your situation, and discuss appropriate strategies and tools. By the end, we should agree on what we’re going to do, and what it will cost.
Enter Your Portal.
After much exploration (and pain), we finally have an amazing client portal that we think you’ll actually like. All our conversations, all your documents, and rapid responses (since we no longer need to dig through a sea of emails), all in one convenient location.
Review Your Plan.
This stage looks a little different for everyone, and it should. Some like to read a document word for word before they discuss it with us. Some prefer we walk them through it first. And some don’t know what they’ll need until we get started. For these reasons, we keep this stage flexible and follow your lead.
Execute Your Plan.
This is rarely just a matter of signing documents, although that’s an important first step. There may be deeds to record, company documents to file, or family members to brief. We are with you to the end.
Check-Ins.
We want to hear from you (and be here for you) as changes happen in your life. For this reasons, we don’t charge for follow-up calls or emails—from you, or from your trusted agents in the event something happens to you. If you don’t contact us, we can’t help, and we don’t want that.
Still interested?
Here’s a quick summary of some of the key services we provide—keep in mind, though, that these are isolated tools and our job is to help you problem solve, choose the right tools for your estate and business planning needs (and budget), and implement them with care.
Revocable Living Trusts
Special Needs Trusts
Charitable Trusts
Conservation Easements
Business Succession Planning
Limited Liability Company Formation
Non-Profit Corporation Formation
Bylaws and Operating Agreements
Employee Contracts and Handbooks
Residential and Commercial Leases
Transfer on Death Deeds
Powers of Attorney
Health Care Directives