Our Estate Architecture service is designed for families whose wealth has outgrown traditional estate planning. Rather than focusing on isolated documents, we design a unified fiduciary framework that aligns ownership, governance, tax characterization, and long-term administration into a single, coherent system.

We work alongside your existing attorneys, CPAs, trustees, and family office to identify structural inefficiencies, model fiduciary tax treatment, and establish clear governance processes that support asset protection, privacy, and continuity across generations. This includes designing private irrevocable trust frameworks, integrating operating entities, implementing fiduciary accounting disciplines, and creating documentation standards that stand up to audit and succession.

Optimize your trust’s administration, compliance, and financial efficiency with expert guidance. Whether you're a new trustee or managing a complex non-grantor trust, this two-session consultation will equip you with the tools, documentation, and strategies needed for seamless trust management and IRS compliance. We don’t just analyze your trust—we develop a long-term compliance strategy and begin implementing the necessary adjustments, updates, and filings to ensure your trust remains compliant throughout the year.

While these sessions will establish a strong compliance foundation, ongoing trust administration and updates will be handled over time, ensuring a thorough review and execution of all required adjustments.

Properly transferring assets into your trust is essential for legal protection, tax efficiency, and ensuring your estate plan functions as intended. This 30-minute consultation is designed to review your assets, identify any transfer complexities, and provide clear guidance on deed preparation, title management, and ownership structuring. Our goal is to ensure all real estate, business interests, and financial assets are correctly transferred and legally secured under your trust while maintaining full compliance with trust law, tax regulations, and estate planning best practices.

If your trust contains outdated, ambiguous, or impractical provisions, it may not provide the protection, flexibility, or legal compliance necessary to secure your estate. A trust restatement ensures your trust is legally sound, enforceable, and aligned with your estate planning goals.

If your estate currently contains a trust instrument that you don’t fully understand, or you’ve administered yourself and would like to ensure audit defensiblity and the correct ongoing record-keeping schema and tax elections, we can go through your current structures and make sure that you’re above board.