The work is done by attorneys
We are not a law firm. Estate documents (a will, a trust, powers of attorney), asset protection (how things are titled and who owns what) and business structuring (how the business is set up, buy-sell agreements) are drafted by a licensed attorney, either your own or one we introduce from our bench.
Our part is the coordination. We check that the documents exist and are current, that the legal work matches the tax plan and the insurance, and that your attorney knows what your CPA is doing. Attorney fees are quoted before any drafting starts.