Helping families
Set the Course
to Achieve Their Goals
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Why Choose Our Estate Planning Services?
Our firm offers personalized service tailored to your unique needs, ensuring you feel valued and understood.
With extensive experience and a proven track record, we guide you through every step of the estate planning process.
Our Practice Areas
Estate Planning
Protect what matters most with a plan tailored to your life, your family, and your future. From wills and trusts to powers of attorney, we make the process simple and personal.
Business Planning
From start-up to succession, we help you structure, protect, and grow your business with clear legal strategies that align with your goals.
Charitable Planning
Turn your generosity into lasting impact with strategies that maximize tax benefits and ensure your gifts support the causes you care about most.
Succession Planning
Prepare your business or estate for the future with a plan that ensures a smooth transition, protects your legacy, and minimizes disputes.
Asset Protection
Safeguard your wealth from unforeseen risks with strategies designed to protect what you’ve worked hard to build.
Estate Administration
We handle the legal and financial details of settling an estate, providing guidance and support so you can focus on your family.
Probate
Guiding families through the probate process with clarity and compassion, ensuring your loved one’s wishes are honored and legal matters are handled efficiently.
Firearms Planning
Ensure your firearms are transferred safely, legally, and in compliance with state and federal laws—protecting both your rights and your heirs.
OUR PROCESS
At Azimuth Legal Solutions PLLC, we guide you through every step with clarity and care:
Initial Consultation
There is a joke that a good estate plan only deals with two things. Everyone you care about and everything you own. The personal nature of planning means you need to feel comfortable with your attorney and be willing to share and discuss these items with us. Therefore, the first step in our planning process is a conversation to ensure that we are comfortable working together. This is the consultation.If we agree to work together, we’ll start right away to identify the issues and elements that will impact your plan. We’ll discuss solutions and feature of the plan that will address those issues. This is our first design session.
Customized Planning
While the design session will focus on concerns and people, the next meeting starts the funding process. We’ll review your assets and discuss specifics about how they fit into the plan. We’ll also confirm that we have names spelled correctly and follow up on any design elements that are open.
Most of the time, we’ll have your plan ready to draft following those two meetings. Additional meetings may be scheduled if we need to address questions or finalize the design, otherwise we’ll proceed to the signing meeting.
Review & Approval
Once drafted, your plan has a variety of documents which need to be signed, some also notarized and witnessed.
Implementation
After signing, we’ll also review and confirm the steps to ensure that all of your assets are funded correctly.
What's next
After your plan is created, we remain available to assist and guide through the funding process. It may be that you need to make changes or updates to the plan. We’ll help with both for 6 months following signing, typically at no extra charge. After 6 months, we’ll continue to be available, but additional work may incur additional charges as appropriate.
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