estate planning items

Preserve what you’ve built — and who you built it for.

Legal strategies to protect your assets, your loved ones, and the legacy you’re building in business and in life.

Preserve what you’ve built — and who you built it for.

Legal strategies to protect your assets, your loved ones, and the legacy you’re building in business and in life.

We know what’s at stake — and how to protect you.

Disputes, excess taxes, lawsuits, and confusion. These are the kinds of problems we help you avoid. With the right legal tools in place, your business and estate stay protected, and your wishes stay clear.

Working with Treaty Oak Legal was amazing. Everyone we worked with was extremely knowledgeable and patient… We highly recommend them for their expertise and clear communication!

Megan Fritz

When you look to start a business, you can quickly realize how much you don't know. It is SOOOO much cheaper and easier to have her help you right from the beginning.

Erin Arnold​

Entity Structuring

Entity Structuring

Legal setup and structure reviews to protect assets, reduce liability, and support tax efficiency and growth.
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Estate Planning

Estate Planning

Customized plans to protect your assets, avoid probate, and ensure your wishes for your family and future are honored.
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