Berman Weiss LLC

Proper planning is not just about documents — it's about alignment of assets and structures.

When accounts, ownership, and documentation are not coordinated, assets may still be subject to probate, leading to delays, added costs, and administrative burden.

In many cases, the issue is not a lack of planning, but a lack of alignment.

About Us

Berman Weiss LLC was established to address the gap between automated document platforms and traditional law firms.

Automated systems rely on standardized templates, while law firms focus on legal advice and representation. Berman Weiss LLC operates between these models, providing hands-on, client-directed document preparation focused on structure, alignment, and implementation readiness.

Effective documentation depends on coordination across asset ownership, beneficiary designations, and administrative records, not drafting alone. All services are performed strictly at the direction of the client and are organized for execution, recording, and institutional use.

Berman Weiss LLC does not provide legal advice. Clients remain solely responsible for all decisions regarding the use and implementation of prepared documents.

Our Services

ESTATE & TRUST DOCUMENTATION

✔ REVOCABLE TRUST PREPARATION
✔ IRREVOCABLE TRUST PREPARATION
✔ POUR-OVER WILL PREPARATION
✔ HEALTHCARE PROXY
✔ DURABLE POWER OF ATTORNEY
✔ HIPAA AUTHORIZATION

CORPORATE & ADMINISTRATIVE SERVICES

✔ ENTITY FORMATION (LLC, CORPORATION, LLP, S-CORP)
✔ UCC SEARCHES AND FILINGS
✔ REGISTERED AGENT COORDINATION
✔ CERTIFICATES OF GOOD STANDING
✔ ANNUAL REPORT PREPARATION
✔ CORPORATE COMPLIANCE SUPPORT

Berman Weiss LLC assists homeowners and families in preparing estate and healthcare documents designed to ensure that their home and assets pass directly to their loved ones without unnecessary court involvement.

OUR SERVICES EXPLAINED

Revocable Trust

A revocable trust is used to hold and manage assets during lifetime and to allow those assets to be administered after death without going through probate, provided the assets are properly transferred into the trust.

Irrevocable Trust

An irrevocable trust is a more fixed structure that generally cannot be changed once established and is administered according to the terms set at creation.

Pour-Over Will

A pour-over will is commonly used together with a trust and is intended to direct that remaining assets not already aligned with the trust be transferred into the trust through probate after death.

Healthcare Proxy

A Healthcare Proxy designates an individual to make medical decisions on behalf of the client if they become unable to do so.

Durable Power of Attorney

Authorizes a trusted individual to manage financial and legal matters in the event of incapacity.

HIPAA Authorization

Allows designated individuals to access medical information and communicate with healthcare providers.

How It Works

1

INFORMATION INTAKE

All information and direction come from the client.

2

DOCUMENT PREPARATION

Documents are prepared, formatted, and organized for execution, recording, and institutional use.

3

EXECUTION AND COORDINATION

The client signs and implements the documents and coordinates with applicable institutions such as banks, registries, and agencies.

Berman Weiss LLC provides document preparation services only.
We do not provide legal advice or legal representation.
No attorney-client relationship is formed

Trust Funding

A trust only functions as intended when assets are properly aligned with it.

Trust funding is the process of coordinating asset ownership so the trust holds or controls those assets. This may include real estate transfers, account retitling, business interest assignments, and beneficiary updates.

If assets are not aligned, they may still be subject to probate—even if a trust exists.

Berman Weiss LLC supports document preparation and coordination for asset alignment, based entirely on client direction.