Wealth Management Law Group prepares every type of wealth management document, from the basic to the complex, including complex tax saving irrevocable trusts, settlement agreements, prenuptial/ anti-nuptial agreements, and transmutation agreements, in addition to the documents listed in the estate planning section. We’ll work together with you to: Identify and understand your key goals, objectives, and the wealth management issues most important to you, develop your net worth statement and assess your current financial situation, create and draft your basic estate documents and discuss considerations for transferring your wealth. Business Planning. Wealth Management Law Group forms all types of business entities, including corporations, partnerships, limited partnerships, and limited-liability companies. We also prepare and review business contracts, buy-sell agreements, partnership agreements, asset acquisition agreements, and business-succession plans.