Estate counsel and land trust strategy for families who plan in decades.
Wills, trusts, probate, entity structuring, and financial coordination, delivered by attorneys who treat your plan like a portfolio, not a transaction.
A full-service counsel bench for estates, entities, and land.
Every matter is structured, documented, and coordinated with the adjacent plan, so your trust, your entity, and your investments actually work together.
Land Trusts & Real Estate
Privacy-preserving title strategies for homesteads, family land, and investment portfolios across multiple jurisdictions.
Explore land trusts → 02Wills & Trusts
Revocable, irrevocable, dynasty, and SLAT structures drafted to coordinate with tax counsel and fiduciary administration.
Explore wills & trusts → 03Estates & Probate
Administration, ancillary probate, contested matters, and fiduciary counsel for executors and trustees.
Explore probate → 04Financial Planning
Estate-aligned cash flow, liquidity, insurance, and investment coordination, delivered alongside your legal plan.
Explore planning → 05LLC & Entity Structuring
Series LLCs, holding structures, management companies, and operating agreements for closely-held and family enterprises.
Explore entities → 06Private counsel retainer
Ongoing advisory access for families and operating companies who need counsel on call, on retainer, with predictable fees.
Request retainer terms →A measured, four-step path from intake to instrument.
We scope the matter, map the structure, draft with your advisors in the room, and fund the plan so nothing sits on paper.
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01
Discovery
A scoping conversation to understand assets, jurisdictions, family structure, and the decisions you actually need made this year.
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02
Structure
A written plan of instruments, entities, and sequencing — reviewed with your tax advisor and financial team before any drafting begins.
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03
Drafting
Engrossed, executed, and recorded where required — trusts, deeds, operating agreements, and ancillary documents coordinated as one package.
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04
Funding & stewardship
We transfer assets, retitle accounts, and set a review cadence so the plan you signed is the plan your family actually lives under.
Plans that hold when the family, the statute, or the market changes.
Most families do not need more documents — they need documents that coordinate. We build instruments that speak to each other across trusts, entities, real property, and financial accounts, so when something moves, the rest of the plan still stands.
Schedule a consultation with Wealth Counsel.
Tell us the matter, the jurisdictions, and when you would like to move. We will confirm scope, fee basis, and the next step in writing.
By appointment only. Secure client portal available on engagement.
Attorney Advertising. The information on this site is general, is not legal advice, and does not create an attorney-client relationship. Prior results do not guarantee a similar outcome. Engagement is confirmed only upon execution of a written retainer agreement.