Let’s Build A Legacy for Your Family for Years to Come
We reduce the overwhelm of securing your family’s property and help you build a foundation for creating, growing, and transferring wealth.
Heirs’ Property
Let us guide you through removing legal barriers that prevent you from using and maintaining your inherited property the way you desire.
You may be in need of legal assistance if:
You or an ancestor inherited land, a house, or other real estate and never addressed the inheritance through a legal process
The deed for your property is in the name of a deceased relative
You jointly own land, a house, or other real estate with other members of your family
The county tax records for your property include the phrase "et al" or "the estate of" next to the name of the property owner
Our process involves:
Crafting a solution to get your family members excited about the process
Guiding you through the legal process required to clear the title to your land and decrease the number of owners
Helping you identify opportunities to increase your income through the family property
Creating a succession plan for your family assets
Our 4 Step Process:
The first phase involves assessing the title and creating a legal strategy to clean up major title issues. Through our process, we aim to help you identify and access financial resources to make clearing the title to your land less of a financial burden for you and your family.
Clear the Title
Once we clear the title, we help you establish an LLC, trust, or other collective ownership structure; or help the family to transfer the property to designated family members. In cases where it is desired, we may help you facilitate a sell of the property.
Consolidate the Title
Our firm will help you identify ways that you can use your land to implement income-generating opportunities. We assist with drafting or negotiating the contracts, licenses, permits, leases, and other documents necessary to help you accomplish your goals.
Convert the Property to Profitable Use
We help educate your family on the importance of creating a succession plan and guide you through creating a plan to encourage the continual transfer of generational wealth.
Create a Succession Plan
Thank you for helping me figure out what I needed to do after my mother’s death. It was a release to hand over the reins when I was still struggling with my loss. I didn’t know what to do and your helping hands eased my struggle. Thank you for helping me reach the completion of this journey.
Lisa L.
Estate Planning
Do you have a legal plan in place for when you pass away? More than 50% of Americans pass away without a will, causing legal barriers for the use and access to their family land and other assets. We can help you create a plan to maximize the transfer of your assets and property and minimize the chances of family or legal conflict arising after you are gone.
Creating an estate plan allows you to:
Transfer your family wealth from generation to generation with ease
Know that your wealth will be passed down to your loved ones in the way that you would like
Appoint someone to make medical decisions for you and manage your finances if you become physically or mentally unable to do so
Streamline the probate process and minimize the associated costs
Reduce the burden on your family of having to figure out what to do once you are gone
Make provisions for the care and financial support of your dependents in the event of your incapacity
Probate
We aim to help eliminate the overwhelm of the probate process. Whether you need to establish a guardianship or conservatorship for a family member, or you would like assistance with administering the estate of a loved one who has passed away, we are here to provide compassionate service and guidance every step of the way.
Here are reasons why you would need our help with the probate process:
You are unable to sell or refinance a property that you jointly owned with a deceased loved one because their name is still on the deed.
A loved one has died and still has assets in their name.
A friend or family member has become disabled and is unable to make decisions for him or herself.
We can help with:
Guardianship
Conservatorship
Other probate court processes
Administering estates without a will
Administering estates with a will
Contested probate
Let us explore options with you and your family to maintain your wealth and income.
Our team is skilled and specialized to help families with their heirs' property, estate planning, and estate administration needs - no matter how big or small their situation may be. Schedule a 40-minute Clarity Call where together we will discuss your needs and explore solutions to address them.
