Although template estate planning can be an effective and useful for many people, for high-net-worth individuals and families with unique circumstances, a basic estate plan is not enough to achieve their personal, charitable, and financial goals. They need a plan tailored to achieve their objectives.
Unlink other paralegal services who may only be able to complete forms and basic estate planning tasks, Attorney Services has highly skilled and experienced paralegals. As a result, we are able to assist with customizing estate planning documents to fit the unique needs and wants of high-net-worth clients.
Do we need to create a living trust? A revocable trust? A pet trust? We have you covered!
Our highly experienced estate planning paralegals have assisted attorneys to prepare countless estate plans for high-net-worth individuals, multigenerational families, and international clients, to implement the attorneys’ strategies and techniques.
We can assist in a range of diverse fields, including but not limited to:
- Estate, gift, and generation-skipping transfer tax planning
- Sophisticated charitable giving
- Asset protection
- Revocable and Irrevocable trusts
- Life insurance trusts
- Trusts for minors
- Credit shelter trusts
- Gifts and gifting trusts
- Family / Business succession planning
- Special needs planning
- Disinheriting an heir
- Probate litigation
- Business succession planning
- Prenuptial and Postnuptial planning
- Fiduciary Services
We understand that these clients have unique aspects to their estate, and we are experienced in working under the supervision of attorneys to customize comprehensive plans that meet and exceed the client’s goals and objectives.
Contact Attorney Services today online or by email to learn more about how we can help!
