Legal Services

TriCord Legal Services, Inc.

TriCord Legal Services, Inc. is a separate company affiliated with TriCord Advisors, Inc. for the purpose of providing estate planning, business and succession planning, and other legal services to our clients. The ability to provide coordinated financial planning, investment management, and legal services enables our clients to effectively plan for all aspects of their future, both financial and legal.

TriCord Legal Services, Inc. is operated by Jeremiah J. Lee. Prior to joining the TriCord team, Jeremiah spent seven years with Best Best & Krieger LLP, a full-service law firm with over 200 attorneys and 10 offices. He practiced as a business attorney in California focusing his time on mergers and acquisitions, estate planning, and business and succession planning. His transition to the TriCord team has enabled him to guide clients through both financial and legal issues to help them build the life they love. Services provided by TriCord Legal Services, Inc. include:

Estate Planning

  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Wills
  • Powers of Attorney
  • Advanced Health Care Directives
  • Asset Protection

Business Planning and Services

  • Shareholder Agreements
  • Buy/Sell Agreements
  • Redemption Agreements
  • Purchase and Merger Transactions
  • Contract Review and Drafting

Entity Formation

  • Limited Liability Companies
  • Corporations
  • S-Corporations
  • Partnerships
  • Limited Partnerships