Estate and Litigation A boutique firm with strong estate planning and probate capabilities alongside complex business and commercial litigation offers cross-sell opportunities to clients requiring both personal wealth protection and dispute resolution expertise.

Regional Reach Based in North Miami with clients across the Miami area and Florida, there is potential to expand services to adjacent markets and national-level referrals for fee disputes, asset protection, and guardianship administration.

High Credibility Recognized with AV Preeminent rating and over six decades of combined experience provide a solid trust signal for upsell conversations in asset protection, probate administration, and sophisticated fee disputes.

Tech Enablement Utilizes a modern tech stack (AWS, iCIMS, WordPress/Squarespace, analytics) to support scalable operations and could benefit from client portals, digital engagement, and data-driven marketing to attract higher-value estate and litigation matters.

Growth Readiness Revenue range and mid-sized team position the firm for selective partnerships or white-label referral arrangements with complementary firms, financial services professionals, or insurers handling estate planning, trust administration, and defense work.