Estate planning and business succession

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Quality advice by leading lawyers in three simple steps

Scope and Quote

  • Complete Scope and Quote for complimentary review by our member firms

  • Receive recommendations and fixed quote within 72 hours

  • Make informed decisions at no cost or obligation

Confirm and Accept

  • Our legal concierge will assist with any questions and help with decisions

  • Our member firms will provide draft documents for review

  • Coordinate the virtual meeting with our lawyers

Advice and Documents

  • Virtual meeting with lawyer to go over documents and give advice

  • Final documents sent for signing and return to our member firm

  • Documents checked and put into safe custody