Business & succession
Decide what happens next, while you can
Passing on assets deliberately, in a form the people receiving them can actually use.
The problem
Estate planning is postponed because it requires thinking about dying, and the cost of postponement falls entirely on the people left behind at the worst possible moment. The most common error is assuming that naming a nominee on every account has handled it. It has not: a nominee generally receives an asset on behalf of the legal heirs rather than inheriting it.
Our approach
We start with the practical layer, because it is the one that fails most often: a findable list of assets, nominations that match the will rather than contradicting it, and someone who knows where the documents are.
The legal instruments follow, drafted with a lawyer once the intentions are clear.
What we help with
- A findable inventory of assets, accounts and obligations
- Nominations reviewed against the will for contradictions
- Liquidity planning so heirs are not forced into a distress sale
- Structures, where they genuinely help rather than merely exist
- Conversations with the next generation, before they are urgent
Who this is for
- Anyone with dependants and no will
- Families holding property across multiple names or states
- Business owners whose estate includes an operating company
- Second marriages and blended families
How it works
- 01
Inventory
Everything owned, owed and promised, written down and findable.
- 02
Intentions
Who should receive what, and in what form they can use it.
- 03
Instruments
Wills, nominations and structures, drafted with a lawyer.
- 04
Communication
Making sure the people affected know what exists and where.
What changes as a result
An estate that can be administered
Rather than reconstructed from bank statements.
Contradictions removed
Nominations and the will saying the same thing.
Succession law varies by personal law and by state. We work alongside a lawyer for drafting; we do not provide legal advice.
Schedule a confidential consultation
Forty-five minutes, no obligation, and no charge. If we are not the right firm for what you need, we will say so and point you somewhere better.
Anything you share is held in confidence. We ask only for what we need to prepare for the conversation — never account numbers or login details.