Integrated Support for Solo & Small Law Firms: Focused on Estate Planning, Probate, and Family Law
Expert Real Estate, Financial Planning, and Insurance Solutions
Running a small firm or solo practice means juggling multiple responsibilities, from providing legal counsel to managing complex transactions and ensuring accurate documentation.
Our integrated services offer a seamless solution, allowing you to focus on your core legal work while we handle the specialized tasks that can be time-consuming and complex.
Save Time and Resources
By partnering with us, you can offload specialized tasks to a team of experts, freeing up your time to focus on providing top-quality legal counsel.
Whether you're navigating the intricate details of estate planning, managing the complexities of divorce settlements, or guiding clients through probate processes, our services are designed to complement your practice.
Our comprehensive support covers everything from real estate transactions to financial planning, ensuring that your clients receive holistic solutions tailored to their specific legal needs. By streamlining client interactions, we make it easier for you to manage your practice and enhance the overall client experience.
Comprehensive Financial Solutions
- Assist clients with mortgage refinancing and securing new loans: Whether it's dividing assets in a divorce or planning for retirement, we help your clients secure the financing they need for their next steps.
- Offer personalized financial planning and debt management advice: From creating long-term financial strategies for estate planning to managing immediate financial concerns in family law cases, we provide clarity and stability.
- Support clients through financial transitions with clarity and stability: Our team specializes in guiding clients through the financial intricacies of divorce settlements, probate processes, and other life-changing events.
Expert Real Estate Management
- Facilitate property sales, purchases, and valuations: Whether your client is selling a marital home during a divorce or purchasing an investment property as part of an estate plan, we ensure smooth and compliant transactions.
- Ensure smooth and compliant real estate transactions: Our expertise extends to managing the legal and financial aspects of real estate, providing peace of mind for you and your clients.
- Provide expert advice on property-related matters: We offer tailored advice for estate planning and family law cases, including property division, trust administration, and more.
Reliable Insurance Coverage
- Customize life insurance policies to protect your clients' families and assets: Whether planning for the future in an estate plan or ensuring security after a divorce, our insurance solutions are designed to meet your clients' specific needs.
- Provide long-term care insurance and other essential coverage options: We help clients prepare for the unexpected, offering coverage that complements their estate and family law planning.
- Deliver peace of mind with thorough risk assessment and protection: Our insurance assessments consider all aspects of your clients' situations, ensuring comprehensive protection for their loved ones and assets.
Introducing, Your Guides...
Roderick & Portia Burnett
NC Real Estate Agents
Real Broker, LLC
We recognize that your clients' real estate needs often go hand-in-hand with their legal matters.
Whether they're relocating, investing in property, or seeking a peaceful retreat, our expertise ensures a smooth and successful process.
With a focus on clear communication, meticulous attention to detail, and a personalized approach, we ensure that your clients receive exceptional care and achieve their real estate goals. Our commitment to collaboration means we work closely with you to deliver outstanding results for your clients, making us a trusted partner in their journey.
Jerry Hayes
Life Insurance Agent / NC Mortgage Broker, NMLS #2305577
Origin Mortgage
I understand the complexities and sensitivities involved in estate planning and family law matters. My experience as a loan officer and life insurance agent allows me to provide your clients with holistic financial solutions tailored to their unique situations.
Whether it's securing financing for a property division, navigating the intricacies of inherited real estate, or ensuring adequate life insurance coverage to protect loved ones, I'm here to guide your clients with compassion and professionalism.
Let's work together to provide your clients with the financial clarity and stability they need during these important life events.
The Rest of Our Team
Don Cooley, MBA
Mortgage Loan Originator NMLS #841190
CDFA, RICP
Stan Bryant
Mortgage Loan Originator NMLS #1182738
CDLP, CLA
Paul Zuckerman
CPA | Financial Services Professional
Our integrated services are designed to reduce the time and effort you spend on non-legal tasks by handling everything from real estate transactions to financial planning and insurance. This allows you to focus on your core legal work, improving efficiency and client satisfaction.
We specialize in supporting solo and small law firms that handle estate planning, probate, family law, and divorce cases. Our services are tailored to meet the unique needs of your clients, whether they are dealing with complex property divisions, navigating probate, or planning their financial future.
A Certified Divorce Financial Analyst (CDFA) is a financial professional who specializes in helping clients navigate the financial aspects of divorce. They can assist by analyzing the long-term financial impact of divorce settlements, providing insights into the division of assets, understanding tax implications, and projecting future financial scenarios. For your clients, a CDFA can offer guidance that ensures a fair and sustainable financial settlement, helping them make informed decisions during a difficult time.
A Certified Divorce Lending Professional (CDLP) is a mortgage professional with specialized knowledge in divorce situations. They can help clients by providing guidance on how divorce might impact their ability to obtain or refinance a mortgage, assessing the mortgage options available post-divorce, and understanding the implications of retaining or selling the marital home. A CDLP ensures that your clients make well-informed decisions about their real estate assets during and after the divorce process.
A Retirement Income Certified Professional (RICP) is a financial advisor with specialized training in retirement income planning. They help clients create strategies to ensure a stable income throughout retirement, considering factors like social security, pensions, annuities, and other retirement accounts. An RICP can assist your clients in maximizing their retirement income and making informed decisions about their financial future.
Unlike other providers, we offer a comprehensive suite of services specifically designed for small and solo law firms. Our expertise in real estate, financial planning, and insurance is tailored to support legal professionals, ensuring that your clients receive holistic solutions that complement your legal counsel.
Yes, our Certified Divorce Financial Analysts (CDFA) and Certified Divorce Lending Professionals (CDLP) are experts in handling complex financial situations in divorce cases. We provide detailed analyses and recommendations to ensure that your clients achieve fair and sustainable financial settlements.