Our Mission
To protect both family assets and family harmony through thoughtful estate planning.
Our core values:
The PILLAR Standard for estate planning.
A pillar holds up what matters. We build our firm and hire our team to be the pillar families lean on.
P: Proactivity. We see what needs to happen next and handle it before you have to ask, whether that is a deadline, a change in the law, or a gap in your plan.
I: Integrity. We tell you the truth, even when it is uncomfortable, and we do what we say. A family trusts us with its assets, its private matters, and its future, and that trust is earned only through honesty.
L: Learning. Laws change, families change, and technology changes. You deserve current expertise, not yesterday’s answers.
L: Legacy. A plan that preserves the money but divides the family has failed. We design every plan around the relationships it needs to protect.
A: Accountability. We own every commitment and every follow-up. We ask the same of our clients and the advisors we work with, because a plan only works when everyone does their part.
R: Respect. We treat every client, every family member, and every colleague with dignity, especially in difficult moments and especially with the people who disagree.
Is Sverdlov Law the right firm for you?
We are likely a good fit if you want honest advice even when it is not what you hoped to hear, if you care as much about how your family will get along as about taxes and documents, and if you are looking for a long-term advisor who will keep your plan current as your life changes.
We are likely not the right firm if you are looking for the fastest or least expensive set of documents, if you want a plan without a real conversation about your family, or if you are seeking to move assets to defeat the legitimate claims of creditors or a spouse.
Every completed case is a Win. We help you organize your life so your family avoids the chaos later.