Legal services are the foundational elements that give your financial planning real structure. From wills and trusts to business agreements and legacy planning, having proper legal documentation ensures your intentions are honored and your loved ones are protected.

Without the right legal tools, even the best financial plans can fall apart. Missed documents, unclear designations, or outdated agreements can create confusion, conflict, or costly delays. Coordinating legal services is essential for protecting what you’ve built and passing it on smoothly.

Ai Merchantry partners with trusted attorneys and estate professionals to integrate legal services directly into your Fractional Family Planning™ process. Whether you're drafting new documents or reviewing existing ones, we make sure your legal and financial worlds speak the same language.

Key services include:

Wills & Trusts (Revocable, Irrevocable, and Charitable)

Power of Attorney & Health Care Directives

Business Formation & Partnership Agreements

Buy–Sell Agreements & Succession Documents

Estate Plan Reviews & Coordination with Tax Professionals

You’re never on your own—we facilitate introductions, streamline collaboration, and help you make confident decisions without the overwhelm.

We’ll help you get the legal pieces in place so your plan is more than just a promise—it’s a legacy