Legal Partnerships

OUR LEGAL PARTNERSHIPS MATTER

We partner with attorneys in multiple geographies to service our clients’ fiduciary needs

We recognize that it takes a team to best serve our clients. Our legal partners are integral to helping us meet both our client’s goals and our team’s objectives, serving as an extended resource when needed for optimal tax planning, efficient conflict, and dispute resolution, or asset and estate administration. We partner with attorneys in multiple geographies and engage, hire or refer to the best in the industry – solidifying our relationships with esteemed attorneys across practices.

We partner with legal professionals in the following ways:

MUTUAL CLIENT ENGAGEMENTS:

  • Outsourced legal drafting.
  • Business formation or dissolution.
  • Real Estate Contracts.

PENBAY ENGAGEMENTS:

  • Outside legal counsel.
  • Litigious administrative matters.
  • Special assets disposition.

REFERRALS:

  • Estate Planning.
  • Business Succession Planning.
  • Wealth Protection.
  • Beneficiary representation.
  • Miscellaneous matters (occurs frequently).

Request an appointment





    The PenBay Difference

    We deliver complex fiduciary services in a simple way.

    Legal Partnerships

    OUR LEGAL PARTNERSHIPS MATTER.

    We partner with attorneys in multiple geographies to service our clients’ fiduciary needs

    We recognize that it takes a team to best serve our clients. Our legal partners are integral to helping us meet both our client’s goals and our team’s objectives, serving as an extended resource when needed for optimal tax planning, efficient conflict, and dispute resolution, or asset and estate administration. We partner with attorneys in multiple geographies and engage, hire or refer to the best in the industry – solidifying our relationships with esteemed attorneys across practices.

    We partner with legal professionals in the following ways:

    MUTUAL CLIENT ENGAGEMENTS:

    • Outsourced legal drafting.
    • Business formation or dissolution.
    • Real Estate Contracts.

    PENBAY ENGAGEMENTS:

    • Outside legal counsel.
    • Litigious administrative matters.
    • Special assets disposition.

    REFERRALS:

    • Estate Planning.
    • Business Succession Planning.
    • Wealth Protection.
    • Beneficiary representation.
    • Miscellaneous matters (occurs frequently).

    Request an appointment





      The PenBay Difference

      We deliver complex fiduciary services in a simple way.