Estate Planning/ Real Estate/ Probate/ Property Dispute

Comprehensive Legal Services

We offer expert legal support in estate planning, real estate litigation, probate, trust administration, and various property-related matters. Our services ensure precise legal documentation, compliance, and strategic case management using industry-leading legal software.

Estate Planning

We assist in preparing essential estate planning documents to protect your assets and ensure your wishes are honored. Our services include:
• Revocable & Irrevocable Trusts
• Last Will & Testament
• Durable Power of Attorney
• Health Care Directives & HIPAA Authorization
• Pour-Over Wills & Guardianship Designations

Software Used: WealthCounsel, Clio, MyCase, HotDocs

Real Estate Litigation

We provide legal support for real estate disputes, ensuring meticulous drafting and strategic case handling. Our services include:
• Complaints & Answers
• Motions for Summary Judgment
• Discovery Requests & Notices of Deposition
• Settlement Agreements & Trial Briefs
• Appeal Documents, Lis Pendens & Quiet Title Actions

Software Used: Clio, MyCase, Smokeball, Westlaw, LexisNexis, DocuSign

Probate Services

We handle the probate process with efficiency and care, assisting with:
• Petitions for Probate
• Letters Testamentary
• Inventory & Appraisal
• Notice to Creditors
• Accounting & Final Distribution
• Claims Against Estate & Affidavits of Heirship

Software Used: WealthCounsel, Clio, Smokeball, HotDocs

Trust Administration

We draft and manage trust documents to ensure proper administration and compliance. Our services include:
• Trust Agreements, Amendments & Restatements
• Trustee Resignation & Appointment Documents
• Distribution Letters & Certification of Trust
• Notice of Trust Administration

Software Used: WealthCounsel, HotDocs, DocuSign

Will Preparation

We assist in the drafting and execution of wills and related legal documents, including:
• Last Will & Testament
• Codicils & Self-Proving Affidavits
• Probate Petitions
• Waivers & Consents

Software Used: WealthCounsel, Clio, MyCase, DocuSign

Guardianship Matters

We provide legal support for guardianship cases, ensuring all necessary documents are prepared and filed correctly:
• Petitions for Appointment of Guardian
• Letters of Guardianship
• Guardian’s Report & Inventory
• Annual Accountings & Court Orders

Software Used: WealthCounsel, Clio, Smokeball, HotDocs

Eviction Matters

Our team assists landlords and tenants with eviction-related legal proceedings, including:
• Notices to Quit
• Unlawful Detainer Complaints & Answers
• Motions for Summary Judgment
• Writs of Possession & Settlement Agreements

Software Used: Clio, Smokeball, MyCase, HotDocs

Elder Law

We offer compassionate legal services for elder law matters, including:
• Medicaid Planning Documents
• Special Needs Trusts
• Healthcare Proxy & Living Will
• Guardianship Petitions
• Advance Directives & Asset Protection Trusts

Software Used: WealthCounsel, Clio, MyCase, HotDocs

Property Disputes

We handle legal disputes involving real estate, ensuring effective case strategy and documentation:
• Complaints & Counterclaims
• Motions for Summary Judgment
• Discovery Requests & Settlement Agreements
• Lis Pendens, Trial Briefs & Appeal Documents

Software Used: Clio, MyCase, Smokeball, Westlaw, LexisNexis, DocuSign

Property Deeds & Title Transfers

We prepare and execute essential real estate transfer documents, including:
• Grant Deeds & Quitclaim Deeds
• Warranty Deeds & Deeds of Trust
• Transfer on Death Deeds
• Title Affidavits

Software Used: WealthCounsel, Clio, MyCase, DocuSign

Landlord & Tenant Matters

We provide legal assistance for rental agreements, lease disputes, and tenant rights, including:
• Lease Agreements & Amendments
• Notices to Quit & Eviction Notices
• Security Deposit Settlement Statements
• Lease Assignments

Software Used: Clio, Smokeball, MyCase, DocuSign

Foreclosure & Financial Matters

Our team provides legal support in foreclosure cases and financial disputes, including:
• Notices of Default
• Complaints for Foreclosure & Defenses
• Motions for Summary Judgment
• Deeds in Lieu of Foreclosure
• Short Sale Agreements

Software Used: Clio, Smokeball, HotDocs, Westlaw, LexisNexis