Skip to content Skip to footer

OUR PROCESS

SIMPLE.
TRANSPARENT.
PERSONALIZED.

Summit law advisors

Practice Areas

1. Trusts and Estate Planning

A well-crafted estate plan is the cornerstone of peace of mind. We prepare customized living trusts, wills, and powers of attorney designed to protect your family, minimize taxes, and avoid probate — all with clear explanations and practical guidance.

2. Powers of Attorney

Empower someone you trust to make financial and legal decisions on your behalf if you become unable to do so. We draft durable, clear powers of attorney tailored to your needs and circumstances.

3. Real Estate & Asset Protection

We help clients align property ownership and real-estate holdings with their estate plans, ensuring every asset is properly titled and protected. From deeds to LLC integration, our approach safeguards your investments and your legacy.

4. Advanced Health Care Directives

Ensure your medical wishes are honored. We help you establish a legally sound directive that appoints a trusted decision-maker and outlines your preferences for medical care, treatment, and end-of-life choices.

5. Asset Protection Planning

Proactive strategies designed to shield your wealth from future risks. We help you structure your assets in a way that minimizes exposure, maximizes legal protection, and supports long-term financial security.

6. Probate Services

Whether probate is simple or complex, we provide clear, compassionate guidance every step of the way. We help families settle estates efficiently, honor their loved one’s intentions, and reduce unnecessary stress during a difficult time.

7. Conservatorships

When a loved one can no longer manage their personal or financial affairs, we assist families in obtaining and navigating conservatorships with sensitivity and professionalism — ensuring your loved one’s best interests are always protected.

8. Trust Administration & Probate

After a loved one passes, administering a trust or navigating probate can feel daunting. We provide clear, compassionate direction so trustees and beneficiaries understand their rights and responsibilities — ensuring the process is handled smoothly and lawfully.

OUR PROCESS

Simple. Transparent. Personalized.

01

Consultation

We begin with a focused conversation about your goals, concerns, and priorities.

02

Design & Draft

Your custom plan is created and reviewed together in plain English.

03

Sign & Secure

Finalize your documents with confidence and guidance.

04

Ongoing Support

As your life evolves, we’re here to ensure your plan grows with you.