Setting up a Trust with clear instructions regarding the transition of real estate assets is vital.

With experience in estate settlement situations, we are passionate about being proactive to help people avoid common real estate issues during the estate settlement process and avoid Probate.

We collaborate with Estate Planning attorneys to help their clients better understand their real estate portfolio to provide clear instructions on how those properties will be distributed to their beneficiaries. We want to honor their legacy and protect their family after they pass.