Trusted Estate Planning & Trust Services
Personalized revocable living trust services, estate planning consultations, and document preparation by a dedicated bilingual consultant.
About
Josean Magdalen Countee™ brings over 15 years of professional experience and a deep commitment to helping families protect their legacies. With a Master's degree in Education and a background rooted in advocacy, clear communication is at the heart of every client relationship.
Whether you're establishing a revocable living trust for the first time or reviewing existing estate documents, you'll receive thoughtful, personalized guidance every step of the way — in English or Spanish.
What We Offer
01
Establish a legally sound trust that keeps your assets out of probate and ensures your wishes are honored — on your timeline, your terms.
02
Professional preparation and careful review of trust documents, pour-over wills, and supporting paperwork — clear, complete, and ready to execute.
03
One-on-one guidance to help you understand your options, identify your goals, and build a plan that reflects what matters most to you and your family.
How It Works
We start with a conversation — understanding your family, your assets, and your goals, with no pressure and no cost.
Based on your needs, we outline the right trust structure and documents to accomplish your estate planning objectives.
Your trust documents are prepared carefully and reviewed with you line by line so you understand every provision.
We guide you through signing and funding your trust, with follow-up support as your life and needs evolve.
"Protegiendo lo que has construido — para quienes más quieres."
Servicios disponibles en EspañolGet In Touch
Schedule a complimentary consultation. There's no commitment — just a conversation about what matters most to you.