ELITE TAX TRUST & ESTATE LAWYERS

ELITE TAX TRUST & ESTATE LAWYERSELITE TAX TRUST & ESTATE LAWYERSELITE TAX TRUST & ESTATE LAWYERS
  • Home
  • • Our services
  • Member Firms
  • More
    • Home
    • • Our services
    • Member Firms

ELITE TAX TRUST & ESTATE LAWYERS

ELITE TAX TRUST & ESTATE LAWYERSELITE TAX TRUST & ESTATE LAWYERSELITE TAX TRUST & ESTATE LAWYERS
  • Home
  • • Our services
  • Member Firms

ELITE Tax, Trust & Estate Services

ELITE Tax, Trust & Estate ServicesELITE Tax, Trust & Estate ServicesELITE Tax, Trust & Estate Services

A national law firm of ELITE  attorneys who provide boutique-style services 

Contact Us

Global Network of Legal Specialists

ELITE Trust and Estate Services is a global network of legal specialists in the areas of Tax, Trust, Business Exit, and Legacy Planning.  Most attorneys spend 90% of their time as legal generalists.  Our specialists spend 90% of their time on their specialty and are deeply rooted in the laws associated with them.  This allows us to deliver a higher level of expertise to our clients.


 Legacy Planning

  • Income and Estate Tax Planning
  • Elder Law
  • Asset Protection
  • Healthcare
  • High Net Worth Planning
  • Philanthropy
  • Guardianship and Conservatorship
  • Pre- and post-marital planning



Because our client relationships transcend simply signing legal documents and even transitionary life events, members of ELITE Trust and Estate Services are required to provide deeply relational services in the highest possible manner while receiving approval ratings in the 90% range in order to continue participation in the network. 


Bottom line: we must deliver ELITE.

Members agree to maintain their practices independently and continue to serve out of state high net worth individuals, closely held family businesses as well as senior living communities through ELITE Trust and Estate Services.


We rely on ELITE tools including:

  • Portals for legal, financial, healthcare information 
  • Digital assets service
  • Online notary services in all 50 states
  • Information technology 
  • Automated client intake
  • Automated workflows and processes
  • Automated documents creation
  • Client concierge
  • Smartphone apps for health care power of attorneys
  • Life care services
  • Moving managers in network
  • Personal effects management
  • Online distribution structure
  • Valuation services
  • Home sale services
  • Family office services
  • Funeral or cremation planning
  • Transition support

Copyright © 2023 ELITE Trust & Estate Services - All Rights Reserved.

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept