Legal Services

LLC Creation + Management

Whether you're starting a new business, protecting a rental property, or planning for asset protection, forming a Limited Liability Company (LLC) can be a smart move. An LLC helps separate your personal assets from your business or investment activities reducing personal liability and offering legal protection.

We help individuals and families form and manage LLCs as part of their estate planning or financial strategy. From choosing a name to filing the paperwork, we handle the details so you don’t have to.

Our LLC services include:

  • Filing Articles of Organization with the state
  • Drafting a custom Operating Agreement
  • Obtaining your EIN (Tax ID) from the IRS
  • Advising on ownership structure and management
  • Ensuring compliance with annual filings and requirements
  • Helping you understand how your LLC fits into your estate or asset protection plan
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Whether you're creating a new LLC or need help managing one you already own, we provide knowledgeable, affordable support so you can focus on your goals, not the paperwork.

Why Add an LLC to Your Estate Plan?

An LLC (Limited Liability Company) isn't just for business owners—it can also play a key role in protecting your family, your assets, and your long-term legacy.

Here’s why many clients choose to include an LLC in their estate plan:

Asset Protection
An LLC helps shield your personal assets from liability. If you own rental property or investments, placing them in an LLC can reduce the risk of lawsuits affecting your home, savings, or other personal holdings.
Simplified Management of Family Assets
LLCs can be used to hold and manage family-owned property, vacation homes, or investment portfolios. You can structure ownership across family members, clearly define roles, and create rules for how the assets are used or transferred.
Probate Avoidance
When an LLC is properly structured and tied into your trust or estate plan, the assets it holds can bypass probate, saving your family time, legal costs, and stress.
Continuity and Control
You can specify in your operating agreement what happens to the LLC—and its assets—when you pass away. This creates a smooth transition and avoids disputes among heirs or beneficiaries.
Tax and Estate Planning Flexibility
An LLC offers options for gift planning, income distribution, and generational wealth transfer. It can be a powerful tool for minimizing estate taxes or creating long-term stability for your family.
An LLC isn’t right for everyone—but when it fits, it can be one of the most effective ways to protect and preserve what you've built. We’ll help you decide if an LLC makes sense for your estate plan, and make sure it’s set up the right way from the start.
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Mobile Notary

Whether you're planning ahead or handling urgent paperwork, our team is here to make legal document preparation and notarization easy, accessible, and stress-free. We provide professional notarization services for all document types, either at our office or in the following areas:
  • Greater Sacramento
  • Placer
  • El Dorado
  • Bay Area

Need Legal Documents? We Can Help With:

  • Powers of Attorney
  • Living Trusts
  • Wills
  • Contract Agreements
  • Quitclaim Deeds

Mediation + Conflict Resolution

Mediation helps you resolve conflict with the help of a trained, impartial third party. Mediation is a process that is less costly and less stressful than going to court. Our court system encourages people to mediate rather than spend the time and money involved in taking matters to court. You will be able to discuss your issues in a comfortable, unbiased, nonthreatening setting. It may be an informal meeting or a scheduled settlement conference.

Life is full of challenges. When you have a family or business challenge that may or has become a legal issue we can help. Mediation is a positive way to resolve conflict and reach an agreement. Mediation offers you the opportunity to be in control of the outcome rather than leaving the decision in the hands of the courts.

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Let Us Guide You Through All Your Estate Planning Needs.
Give us a call or send us an email today.

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