THE PRACTICE
Work directly with Jason
Estate planning is intimate work. We discuss your family, health, money, and legacy in the same conversation. At The Wallace Office you meet with one person from first consultation through signing — and again if life throws a curve.
The result is documentation that holds up: legally precise, understandable and easily followed by those we leave behind.
AREAS OF COUNSEL
Four ways we plan ahead.
01
Individual Estate Plans
Wills, trusts, powers of attorney, and advance healthcare directives tailored to you.
03
Business Planning and Benefits
Succession structures, buy-sell agreements, benefit planning, and a host of general business services that keep your company and assets safe and for your benefit.
02
Family Estate Plans
Coordinated planning for spouses, children, and blended families — with guardianship provisions and other tools designed to protect the safety and happiness of minor children we may leave behind.
04
Probate & Trust Administration
Steady guidance for those who have lost a loved one.