Legal Architectural Diagram – Legal Services

In general, we prepare a detailed Legal Architectural Diagram for all or most of our clients.  This diagram will show family members, entities, structures, ownership, assets, advisors, and related parties associated with planning.  It will also generally detail specific objectives and concerns that drive the various planning options.  The diagram may also show future entities or actions under consideration but not yet implemented.

The diagram is very useful for helping the client and the advisory team understand the structure, the relationships of the parties and entities, and where they may be gaps or overlaps in the planning.

The Legal Architectural Diagram is for illustration purposes only.  It does not control.  The actual governing documents control.  The diagram is a dynamic document, always under revision and update.  It is the client’s responsibility to review it and make sure that the information it contains is accurate and up-to-date.