Alliance Trust Company
Nevada trust company serving as directed trustee for asset protection and dynasty trusts.
States served: Nationwide · HQ Reno, NV
National
Estate, trust & succession planning
Estate, trust, and succession planning firms for real estate holdings.
- Stages
- Exit
- Asset classes
- MHPRV parksSelf-storageMultifamilyNNN & retail
Anderson Advisors (Estate Planning)
Anderson Advisors' estate planning practice builds living trusts and succession plans that fit around real estate investors' entity structures.
States served: Nationwide · HQ Las Vegas, NV
ASR Law Firm
Florida law firm helping real estate investors and business owners with asset protection and estate planning.
States served: FL · HQ Boca Raton, FL
Bulletproof Asset Protection (Corporate Direct)
Reno, Nevada firm forming and maintaining LLCs and corporations for real estate investors, with registered agent service in all 50 states and published package prices.
States served: Nationwide · HQ Reno, NV
CLA (CliftonLarsonAllen)
National CPA and advisory firm offering audit, tax, outsourcing, consulting and wealth advisory from more than 120 US locations.
States served: Nationwide · HQ Minneapolis, MN
Cummings & Lockwood
Private clients law firm concentrated in trusts, estates, and closely held business succession.
States served: Nationwide · HQ Stamford, CT
DMJPS
North Carolina CPA and advisory firm providing business succession planning for owners and their families.
States served: Nationwide · HQ Greensboro, NC
EncorEstate Plans
Estate planning software and deed filing service for financial advisors, with estate planners and paralegals reviewing every document before it is delivered.
States served: Nationwide
KKOS Lawyers
Business, tax, and estate planning law firm serving real estate investors and self-directed retirement account holders nationwide.
States served: Nationwide · HQ Irvine, CA
Oshins & Associates
Nevada firm known for asset protection trusts and advanced estate planning structures.
States served: Nationwide · HQ Las Vegas, NV
Peak Trust Company
Independent trust company administering Alaska and Nevada trusts for asset protection and succession.
States served: Nationwide · HQ Anchorage, AK
Pennington Estate Planning
Arizona estate planning law firm, operating as Pennington Law, PLLC, with West Valley offices and an affiliated wealth management practice.
States served: Nationwide
Premier Trust
Independent Nevada trust company administering trusts as a directed trustee alongside the client's own attorney, CPA, and advisor.
States served: Nationwide · HQ Las Vegas, NV
Royal Legal Solutions
Boutique law firm building asset protection structures — series LLCs, land trusts and anonymity trusts — for real estate investors across the U.S. and Canada.
States served: Nationwide · HQ Austin, TX
Trust & Will
San Diego online estate planning platform for wills and revocable trusts, with attorney support available, suited to owners with straightforward holdings.
States served: Nationwide · HQ San Diego, CA
Vanilla
Estate planning platform for advisors and attorneys: document extraction, visual estate diagrams, tax and strategy modeling, and document creation.
States served: Nationwide
Wealth Counsel
Membership organization and document-drafting software provider for estate planning, elder law, and business attorneys, with a public attorney directory.
States served: Nationwide · HQ Madison, WI
Wealth.com
Estate and tax planning platform used by financial advisors to draft, model, and maintain client trusts, wills, and related documents.
States served: Nationwide
Wiss
New Jersey accounting and advisory firm serving family- and founder-owned businesses, with trusts and estates, valuation, and family office practices.
States served: Nationwide · HQ Florham Park, NJ