Estate Planning for University Professionals

Protect Your Legacy with Clarity and Confidence

SCHEDULE CONSULTATION
  • Flat-Fee Estate Plans or Concierge Representation Flat-Fee Estate Plans or Concierge Representation
  • Experience with University Professionals Experience with University Professionals
  • Expertise in Charitable Gifting & Endowments Expertise in Charitable Gifting & Endowments
  • Licensed in Illinois, Georgia & West Virginia Licensed in Illinois, Georgia & West Virginia
  • Supporters of Academic Freedom & Free Expression Supporters of Academic Freedom & Free Expression

The Hidden Complexities of Academic Estate Planning

Understanding TIAA-CREF and 403(b) annuities
Coordinating charitable gifts with university foundations
Structuring endowments and donor-advised funds
Planning for multi-state property or sabbatical homes
Planning for multi-state property or sabbatical homes
Aligning estate plans with university benefits & pension rules

Attorneys Who Understand Academia — and Legacy.

Services include:

1 Wills and Living Trusts tailored for academic professionals
2 Charitable gifting and endowment coordination
3 TIAA-CREF and supplemental plan analysis
4 Multi-generational wealth and tax strategies
5 Integration with university advancement or HR offices

Simple, Predictable Pricing

Flat, predictable rates. No hourly billing, no surprises. Estate plans for individuals and couples, plus subscription options for ongoing counsel.

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Protect Your Legacy and the Principles You Stand For

At Concierge Law, we share the values that define higher education: curiosity, reason, and open inquiry. That’s why a portion of each university professional’s estate plan supports organizations defending freedom of expression and academic integrity.

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