Wills & Estates for Investors
Supporting Services
Estate planning built around a real estate portfolio.
Most estate planning is designed for people with straightforward assets. Real estate investors aren't that. Holdcos, joint ventures, private lending arrangements, and properties held across multiple entities all introduce layers a standard will doesn't account for. We offer estate planning as an extension of the investor work—built around what you've actually accumulated, not a template that ignores it.
What we do
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Wills aligned to real estate holdings and corporate structures
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Active portfolio succession planning
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Continuity planning for family and business succession
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Estate structures that account for how assets are held and what happens when circumstances change
Who this is for
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Active real estate investors who haven't updated their estate plan since the portfolio grew
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Investors with corporate structures that need to be reflected in succession planning
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Investors who want their estate plan to reflect how their assets are actually structured
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Clients already working with us on transactions who want their estate planning in the same hands