Wills, Trusts & Estate Planning

Our Wills, Trusts & Estates practice includes traditional estate planning, drafting and advisory services. Our approach is unique in that we enlist our clients to actively engage in the process. After all, estate planning built upon the wishes of the client. Our online portal enables clients to populate an inventory of client assets and client wishes. 

 

In addition to the active role our clients play in the development of comprehensive estate planning documents, our advisory services and databank of documents are designed to emphasize wealth preservation and wealth enhancement. 

 

We are comfortable coordinating amongst other private wealth professionals in our client's lives including financial planners, accountants, other corporate stakeholders (for privately held corporate interests). We use our business acumen, legal experience and problem-solving abilities to design a plan that meets your objectives.

Click Here For Estate Planning Portal

© 2019 McMullin & Associates LLC.