Same team. Same commitment. Same personalized service. Just a new name that reflects who we’ve always been — a firm built around structure, accountability, and your financial clarity.
Most Ridgemont Capital clients need legal help as they plan their futures.
We have a network of experienced independent attorneys in private practice to assist our clients and help them achieve their goals. Our attorneys have broad expertise and years of experience and can serve our clients wherever they live.
Ridgemont Capital Legal Services was founded with a primary goal of helping retirees navigate effectively through the often confusing and uncomfortable topics of estate planning, probate and long term care.
These areas can often times be major issues if not addressed properly and significantly. You may work hard your entire life, taking care of your family and other fiduciary responsibilities, and build up a comfortable retirement with an impeccable strategy, only to watch it unravel in the matter of a few months due to unexpected events or various legal matters.
Legal professionals are usually the last people we think of when it comes to retirement planning however, a proper plan should be well-rounded and protected from all sides – especially from a legal standpoint. The problem most people encounter while trying to work together with a financial profes- sional and a lawyer is that they often see things from different points of view therefore; they usually end up working in contrast with one another and ultimately the client loses as a result.
At Ridgemont Capital Legal Services, independent legal professionals work hand-in-hand with our agents and advisors on a daily basis.
This creates continuity within the estate plan as all parties involved are on the same page to serve the client’s needs and goals. We are able to maximize the value of a client’s estate and eliminate any uncertainties over its distribution upon passing. We will build a unique and comprehensive estate plan; avoiding probate, qualifying to receive government funded benefits, minimizing tax liabilities and ensuring the estate will be passed on to the intended beneficiaries. We also special- ize in the drafting and implementation of various legal documents designed to meet your specific needs. Whether it’s a standard last will and testament, financial power of attorney, healthcare power of attorney, living will, a revocable living trust, an irrevocable living trust, or more unique trust instru- ments designed to shield you from creditors and minimize taxes, Ridgemont Capital Legal Services can help.
