Plan for the future with confidence, clarity, and compassion
Plan for the future with confidence,
clarity, and compassion
We’re your trusted partner in estate planning, elder law, and business protection
At Sowerby & Moustakis Law, we understand that planning for the future is one of the most important steps you can take to protect your loved ones and your assets.
Whether you’re focused on securing your family's financial future, safeguarding your business, or managing your estate’s complexities, our team is here to guide you with expertise, compassion, and a commitment to personalized service.
Comprehensive Estate Planning
Beyond the Basics
Estate planning is often seen as just a way to avoid probate, but at Sowerby & Moustakis Law, we believe it’s so much more. Our comprehensive estate planning services go beyond the basics, ensuring your wishes are honored and your loved ones are protected.
Comprehensive Estate Planning
Beyond the Basics
Estate planning is often seen as just a way to avoid probate, but at Sowerby & Moustakis Law, we believe it’s so much more. Our comprehensive estate planning services go beyond the basics, ensuring your wishes are honored and your loved ones are protected.
We focus on:
Estate Planning with Everyone’s Future in Mind
Protecting your assets for your children and ensuring a smooth transition after you're gone.
Asset
Protection
Safeguard your wealth for future generations with strategies tailored to your specific needs.
Trusts with Flexibility
We design trusts that do more than avoid probate—they can address special needs, marital issues, substance abuse, and more.
Family
Meetings
We believe in a comprehensive approach, including full family meetings where we explain your estate plan to your loved ones.
Comprehensive Estate Planning
Beyond the Basics
Estate planning is often seen as just a way to avoid probate, but at Sowerby & Moustakis Law, we believe it’s so much more. Our comprehensive estate planning services go beyond the basics, ensuring your wishes are honored and your loved ones are protected.
We focus on:
Estate Planning with Everyone’s Future in Mind
Protecting your assets for your children and ensuring a smooth transition after you're gone.
Trusts with Flexibility
We design trusts that do more than avoid probate—they can address special needs, marital issues, substance abuse, and more.
Asset Protection
Safeguard your wealth for future generations with strategies tailored to your specific needs.
Family Meetings
We believe in a comprehensive approach, including full family meetings where we explain your estate plan to your loved ones.
Why Our Clients Trust Us With Their Legal Needs
“Knowledgeable, organized, responsive, articulate, approachable, good-humored, thorough, skilled.”
- JULIE T.
Business Planning
Setting Your Business Up for Success
Whether you're starting a new venture or managing a thriving enterprise, having a solid business plan is crucial. At Sowerby & Moustakis Law, we help business owners navigate the legal landscape with confidence. Our business planning services include:
Business Planning
Setting Your Business Up for Success
Whether you're starting a new venture or managing a thriving enterprise, having a solid business plan is crucial. At Sowerby & Moustakis Law, we help business owners navigate the legal landscape with confidence. Our business planning services include:
Entity
Formation
Protecting your assets for your children and ensuring a smooth transition after you're gone.
Succession
Planning
Ensuring your business continues to thrive, even when leadership changes.
Contract Review and Drafting
Protecting your interests with clear, enforceable agreements that stand the test of time.
Business Disputes Resolution
Helping you resolve conflicts efficiently, from contract disagreements to internal business disputes, so your company can stay on track.
Business Planning
Setting Your Business Up for Success
Whether you're starting a new venture or managing a thriving enterprise, having a solid business plan is crucial. At Sowerby & Moustakis Law, we help business owners navigate the legal landscape with confidence. Our business planning services include:
Entity
Formation
Protecting your assets for your children and ensuring a smooth transition after you're gone.
Succession
Planning
Ensuring your business continues to thrive, even when leadership changes.
Contract Review and Drafting
Protecting your interests with clear, enforceable agreements that stand the test of time.
Business Disputes Resolution
Helping you resolve conflicts efficiently, from contract disagreements to internal business disputes, so your company can stay on track.
Trust Funding
Ensuring Your Plan Works
An estate plan is only as good as its execution. Trust funding is a crucial step that is often overlooked, but not by us. We make sure that your assets are properly transferred into your trust, so your plan works exactly as intended when the time comes.
A Personalized and Client-Focused Approach
At Sowerby & Moustakis Law, we don’t believe in one-size-fits-all solutions. Every client is unique, and so is our approach. Here’s what you can expect when you work with us:
A Personalized and
Client-Focused Approach
At Sowerby & Moustakis Law, we don’t believe in one-size-fits-all solutions. Every client is unique, and so is our approach. Here’s what you can expect when you work with us:
Comprehensive
Planning
We take the time to understand your full situation—your family dynamics, financial goals, and personal wishes.
Family
Involvement
Our full family meetings are more than just informative—they’re an opportunity to bring everyone on the same page.
Flexibility and Backup
Life is unpredictable, and your estate plan should be ready for anything. We build flexibility into every trust we design.
Client
Education
We believe in empowering our clients. We’ll explain every aspect of your plan in clear, understandable language.
A Personalized and Client-Focused Approach
At Sowerby & Moustakis Law, we don’t believe in one-size-fits-all solutions. Every client is unique, and so is our approach. Here’s what you can expect when you work with us:
Comprehensive
Planning
We take the time to understand your full situation—your family dynamics, financial goals, and personal wishes.
Family
Involvement
Our full family meetings are more than just informative—they’re an opportunity to bring everyone on the same page.
Flexibility
and Backup
Life is unpredictable, and your estate plan should be ready for anything. We build flexibility into every trust we design.
Client
Education
We believe in empowering our clients. We’ll explain every aspect of your plan in clear, understandable language.
Meet Your Legal Team
Trusted Partners in Legal Planning
At Sowerby & Moustakis, our dedicated legal team is committed to understanding your unique needs and providing personalized guidance every step of the way. Whether you're planning for the future or navigating complex legal matters, we're here to support you with clarity and care.
Why Our Clients Trust Us With Their Legal Needs
“Easy to work with and they explain everything in understandable words.”
- OLIVER H.
