Smooth Sailing in Estate Planning: How LC Taxes and More, LLC Helps Attorneys and Their Clients Cross the T’s and Notarize the I’s

Written By LaTasha Carter

Let’s Talk About Estate Planning (Without the Snooze)

Estate planning may not be the most exciting topic, but it is one of the most important. Behind every solid estate plan is a team ensuring the details are tight, the documents are official, and the client’s peace of mind is intact.

That’s where LC Taxes and More, LLC steps in. We partner with Estate Planning Attorneys to help your clients feel confident, informed, and cared for—from paperwork to tax strategies.

🖊️ Notarization Made Simple

You know the drill—most estate planning documents require a notary:

  • Wills

  • Trust agreements

  • Advanced healthcare directives

  • Powers of attorney

But getting all parties together to sign? That’s another story. We offer Mobile and Remote Online Notary Services that bring convenience to your clients’ front doors—or even their hospital rooms if needed. No scrambling, no stress.

💼 Financial & Tax Support for Legacy Planning

Estate planning isn’t just legal—it’s also financial. We help your clients:

  • Understand estate and gift taxes

  • Identify tax-saving opportunities

  • Organize financial records

  • Prepare individual or estate-related tax returns

It’s about making sure their legacy is protected—and that no one’s surprised by Uncle Sam later.

🤝 Why Estate Planning Attorneys Choose LC Taxes and More, LLC

We’re more than a notary service. Here’s why attorneys trust us:

  • Professional + Personable: Friendly, respectful, and reliable service.

  • All-in-One Convenience: We combine notary, tax, and accounting expertise.

  • Client-Centered Approach: We bring patience and care to every interaction.

🧩 Let’s Complete the Puzzle—Together

We’re here to complement your work and help your clients feel supported every step of the way. Let’s collaborate to provide smooth, stress-free estate planning experiences—whether in person or online.

📞 Ready to connect?
Contact us today (945) 270-6204 to discuss partnerships or referrals.

LaTasha Carter

Empowering You to Make Smart Financial Moves.

At LC Taxes and More, LLC, we’re more than just a service provider — we’re your trusted partner in financial clarity, compliance, and growth. Founded by LaTasha Carter, MBA, Certified Notary Trust Delivery Agent (CNTDA), our firm is built on a commitment to integrity, professionalism, and personalized care.

We proudly serve individuals, small businesses, estate planning attorneys, and real estate professionals with a full suite of services including:

Tax Preparation & Planning – From W-2 earners to entrepreneurs, we handle personal and business tax filings, amendments, and tax-saving strategies that keep more money in your pocket.

Bookkeeping & Accounting Services – Customized monthly bookkeeping, financial statement preparation, QuickBooks setup, and year-end readiness tailored for small businesses.

Mobile & Remote Notary Services – Specializing in estate planning documents, real estate closings, and trust delivery — with the convenience of coming to you or connecting online.

QuickBooks Training & Financial Advisory (Coming Soon) – Education and guidance to help you understand your numbers and grow confidently.

With nationwide remote services and mobile support throughout Lake Dallas and surrounding areas, we’re here to simplify the financial side of your life and business — so you can focus on what matters most.

https://www.lctaxesandmorellc.com
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Remote & Mobile Notary Services: A Game-Changer for Legal and Real Estate Professionals