A LITTLE BIT ABOUT US
We are a comprehensive network of professionals dedicated to reinforcing sound financial and legal planning strategies. 1234
51+International AwardsFrom several publications - including Best US Estate Planning Law Firm
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140+Network AttorneysAttorneys licensed across the United States and Internationally.
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42+State LicensesWith an expanded network to provide services in all 50 states and 12 countries
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12+LanguagesIncluding Spanish, Chinese, French and more
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WE BELIEVE IN
Providing Great PlanningNot every client needs sophisticated planning- but every client should be educated on their needs and options, and be empowered to make an informed decision based on their planning needs. That's why we have attorneys with a variety of backgrounds and specialties- to provide customized planning in a supervised environment that makes it easy for clients to get everything from DIY solutions (with access to legal counsel) to advanced help from leading experts.
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Empowering ProfessionalsThe financial industry has thousands of professionals willing to introduce clients to competent legal counsel, but has become disillusioned with how those referrals usually turn out. By reinforcing an advisor's relationship with their clients, presenting a better value proposition, and working within the compliance framework they work in, we can leverage the networks of large financial institutions to service client legal needs on a massive scale.
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Making Planning AccessibleUnfortunately, most families see proper planning as too costly, too time consuming, or too confusing for them to implement- including tax planning and estate planning. As a result, most never address their most vital planning needs. By offering a spectrum of planning options, standardized pricing schemes, and technology driven solutions, we make planning accessible to everyone and work to make it as affordable as possible.
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