because law school didn't teach us how to practice law!
About Us
Comprehensive Consulting Services
We teach you how to practice estate planning the right way. You will learn how to be confident in your consultations while providing your clients with the services they desperately need.
The lawyers who consult with us ask questions as basic as:
- What is the difference between a testamentary and inter-vivos trust?
- How do I give a beneficiary a life estate?
- How do I protect inheritances from a beneficiary who has a substance abuse problems?
- Is creating a pet trust necessary?
To as complex as:
- What is portability?
- Does my client need an ILIT?
- How do I properly fund a trust?
- My clients are NRAs, what special considerations do I need to make?
School of Estate Planning Course
Rely on us to help you gain the confidence you need for all situations that may arise in launching a new estate planning practice or enhancing an existing practice. Our estate planning course will teach you how to practice estate planning immediately, but you can always rely on our consulting services if you need help to get you started.
Our course consists of 9 modules:
- Introduction
- Wills
- Trusts
- Will based plans vs trust based plans
- Ancillary Documents
- Consultations
- Packaging your plans
- Other considerations
- Final Thoughts
Drafting Services
Take the stress out of practicing estate planning and let us handle all your drafting needs. Keep your sanity and peace of mind by relying on us to take care of the drafting that is typically handled in the back office. As a start-up, hiring an Associate or experienced Paralegal can be daunting, expensive and in some cases, a waste of time and money.
Pay only when you need our services and we will handle the rest. All our estate planning documents are drafted by an attorney with over 15 years of real life experience. We can use our carefully tailored templates or your drafting software to create the plans for your client.
- Trust Plans (includes complete set of Ancillary Documents and funding letters, but not deeds)
- Single Client - $250
- Couple Joint Trust - $350
- Couple Separate Trusts - $400
- ILITs and SNTs (includes letter of instruction and crummey notices) - $250
- Will Plans (includes complete set of Ancillary Documents)
- Single client - $175
- Couple - $250
- Ancillary Documents
- Power of Attorney - $75
- Healthcare Directives (designation, living will and HIPAA waiver) - $75
- Power of Attorney and Health Care Directives - $100
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Let us know the details on your project, or whatever it is you're hoping to accomplish. We'll let you know if it's something we can help with. We look forward to hearing from you!