The wealth transfer planning process requires advanced tax knowledge, expert accounting skills and sound financial advise.

We offer law firms access to expert Estate Planning and Administration resources--free of overhead costs--with a knowledge base that is comparable to the National Accounting Firms.

Generally smaller law firms do not have adequate access to the professional resources for developing integrated wealth transfer plans fully and executing a post-mortem strategy with adequate knowledge in the mechanics of fiduciary accounting to process estates efficiently and effectively.

We provide valuable and unique services for both taxable and non-taxable estates. Our tax strategists always strive to transfer optimal marginal wealth while looking after the present interests of your client, as well as the present and future tax consequences to the beneficiaries.

We offer partnering services in MDP-practice states, or outsourcing services to firms in states that have not adopted MDP rules.

Our back-office administration services go beyond fiduciary accounting and tax support. We treat each estate plan as if it were a business with supporting business plans and projections.

Back-Office Wealth Planning Services by