Estate Planning for University Professionals
Make sure your estate plan reflects everything you’ve worked to build. Protect your family and
your legacy.
Flat-Fee Estate Plans or Concierge Representation
Experience with University Professionals
Expertise in Charitable Gifting & Endowments
Licensed in Illinois, Georgia & West Virginia
Supporters of Academic Freedom & Free Expression
The Hidden Complexities of Academic Estate Planning
Understanding TIAA-CREF and 403(b) annuities
Coordinating charitable gifts with university foundations
Structuring endowments and donor-advised funds
Planning for multi-state property or sabbatical homes
Managing legacy gifts while protecting family inheritance
Aligning estate plans with university benefits & pension rules
Your Legal Services Include:
01
Wills and Living Trusts tailored for academic professionals
02
Charitable gifting and endowment coordination
03
TIAA-CREF and supplemental plan analysis
04
Multi-generational wealth and tax strategies
05
Integration with university advancement or HR offices
Simple, Predictable Pricing
Flat, predictable rates. No hourly billing, no surprises. Estate plans for individuals
and couples, plus subscription options for ongoing counsel.
Estate planning designed around your career, family, and future.
Be prepared. Not just for you, but also for your loved ones. Schedule your free consultation today.
REQUEST YOUR CUSTOM QUOTE