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Expert services Probate

Achieve peace of mind with our personalized legal planning services specializing in estate planning, probate, wills, trusts, and asset protection — tailored to safeguard your legacy and financial future.

Features

Trusted Advisors for Protecting Your Legacy

Strategic Estate Planning and Probate Avoidance

Effective estate planning goes beyond creating a will — it’s about protecting your assets, preserving your legacy, and ensuring a smooth transition for your loved ones. Our strategic estate planning services are designed to help you minimize court involvement, and avoid the delays and costs of probate.

Trusts, Wills, POA, Health Care Directives

We help you plan for the future with essential legal tools like trusts, wills, powers of attorney, and health care directives. These documents ensure your assets are protected, your wishes are honored, and trusted individuals can act on your behalf when needed.

Medicaid and Elder Planning

We provide strategic Medicaid and elder law planning to help protect your assets while ensuring access to long-term care. Our services focus on preserving your financial security, qualifying for Medicaid benefits, and creating legal safeguards for aging with dignity and peace of mind.

Business and Asset Protection and Succession

We help business owners protect their assets and plan for the future with tailored legal strategies. From safeguarding your business against liabilities to creating smooth succession plans, our goal is to preserve your legacy and ensure long-term stability for your company and family.

Trust Administration

We provide guidance and support for trustees in managing and administering trusts according to legal requirements and the grantor’s wishes. From asset distribution to tax compliance, we help ensure the trust is handled efficiently, accurately, and with full fiduciary responsibility.

our process

How do we work ?

Understanding Your Needs

We take the time to listen and assess your unique estate planning or probate situation to develop a customized legal plan.

Expert Legal Assistance

Our team handles all legal documentation and proceedings efficiently, ensuring your wishes are accurately reflected and executed.

Transparent Communication

We keep you informed at every stage, answering your questions promptly and providing clear updates throughout the process.

Our team

Meet our team members.

Francois Mercer

Estate Executor

Olivia Wilson

Trust Officer

Richard Sanchez

Probate Attorney

Jamie Chastain

Probate Consultant

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We specialize in estate planning, probate, and asset protection, helping individuals and families secure their legacy and plan for the future with confidence.

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