PROUDLY SERVING DARIEN, ROWAYTON & NEW CANAAN
Legal Advisory
Practical clarity and introductions to the right counsel—estate planning, family/business matters, and real estate transactions.
Vetted attorneys • Coordinated scheduling • One monthly statement
What We Cover
Estate Planning
Wills, trusts, guardianship, POAs, titling and beneficiary alignment.
Family & Business Law
Agreements, entity docs, and practical dispute guidance.
Real Estate
Buy/sell coordination and closing logistics with counsel.
Risk & Protection
Umbrella/coverage alignment with legal structures.
Document Review
Plain-English issue spotting for next-step decisions.
Referrals & Follow-Through
Warm intros and calendar coordination.
Popular Scenarios
Estate Plan Refresh
- Will/trust review
- Beneficiary & title check
- Funding to-dos
Real-Estate Closing
- Attorney intro
- Document/escrow checklist
- Key dates calendar
How It Works
- Step 1OutlineShare goals and documents for context.
- Step 2IntroWe match counsel and coordinate scheduling.
- Step 3ActYou receive clear next steps and filings to execute.