Expert Legal Services

We provide comprehensive trust and estate services, covering all aspects of estate planning from A-Z. Our offerings include fiduciary appointments, marshaling of assets, accounting, judicial and informal settlements, compromise actions, real estate and co-op transfers, estate tax returns, and notary services, among others.

Preparation of Last Wills and Testaments, Trusts, and comprehensive estate planning documents, including Powers-of-Attorney, health care documents, inventories, and notary services, are all essential components of trust and estate services.

Our fiduciary accounting services, which are tailored for estate planning, are statute-specific for estates, trusts, and guardianships, and complement our notary services and trust and estate services.

We offer efficient, streamlined notary services for both local and global needs, including essential trust and estate services. Whether you require a dedicated local notary for your estate planning or a secure e-signature process from anywhere in the world, we can help.

We assist with real property transactions, including purchases, sales, refinancing, title closings, lien searches, and obtaining payoffs. Our team prepares the documents necessary to transfer real estate and handles all aspects of cooperative apartment stock transfers, ensuring that our trust and estate services are comprehensive and efficient.

Additionally, we offer specialized real estate signing agent services, which require more expertise than standard notary services, making us a reliable choice for your estate planning needs.

We assist senior citizens with placement in assisted living or long-term care facilities; act as a liaison between families and medical practitioners; coordinate and monitor home care services; arrange medical appointments; advise on benefits available; monitor nursing or assisted-living facilities' care; advocate on behalf of seniors and their families during Medicaid home care assessments and Medicaid applications, while also providing estate planning, notary services, and trust and estate services to ensure that all aspects of their well-being are addressed.

Our concierge services encompass a range of essential offerings tailored for estate planning, including: 

▫ Post Death Cleaning ▫ 

▫ Asset Valuation ▫ 

▫ Courier Services ▫ 

▫ Court Visits ▫ 

▫ Document Execution Witnesses for notary services ▫ 

▫ Service of Process, all aimed at supporting your trust and estate services needs.

Providing assistance with time entry and invoice preparation for estate planning, notary services, and trust and estate services.

Our team utilizes current technology and software, including HotDocs, Lackner 6-in-1, Google Drive, and Microsoft Office, alongside tools like Malware Bytes, ACRIS, Adobe, and Westlaw to enhance our estate planning, notary services, and trust and estate services. We also subscribe to numerous online applications to achieve our goals. Additionally, our data storage and transfer utilities are secured with 256-bit AES encryption.