For Attorneys
Financial Planning Built for Attorneys
Attorney income arrives in odd shapes: a draw, a year-end distribution, a K-1 that comes late, and a capital contribution due right when you make partner. We plan around that.
How Attend Works With Attorneys
Attend Wealth Inc. is an independent, fee-based registered investment adviser that serves attorneys from its office in Midtown Atlanta and by video nationwide. Advisory services are held to a fiduciary standard. There is no account minimum, and the first meeting is a complimentary 30-minute consult. For attorneys, we review six planning areas: cash flow, taxes, retirement, investments, insurance, and estate. That covers the practical questions of law firm life: how to fund a capital contribution, how to set aside quarterly estimated taxes on K-1 income, how to smooth lumpy distributions into a steady household budget, and how to use the firm's retirement plan well. We coordinate with your CPA so the plan and the return agree.
Situations We See Often With Attorneys
Most of the questions attorneys bring us come from the way law firms pay their people.
The partner track and the capital contribution
Making partner often means writing a large check to the firm, sometimes financed through a bank program, just as your pay structure changes. We map what the contribution costs, how to fund it, and what the shift from salary to draw does to your budget.
K-1 income and quarterly estimated taxes
Once you are an equity partner, taxes are no longer withheld for you. K-1 income generally carries self-employment tax as well as income tax, and estimates are due four times a year. We build a set-aside system so April is not a surprise.
Cash flow with lumpy year-end distributions
A modest monthly draw and a large distribution in December or January make it hard to know what you can actually spend. We turn an uneven income into a steady monthly number and decide what the year-end money is for.
How we work
Plain Answers for a Profession That Reads the Fine Print
Attorneys tend to ask exactly the right questions about an advisor: how the fee is charged, what the conflicts are, and what the engagement letter says. Our fees page answers the first one before you meet us. Many of our attorney clients are young professionals in their first years at a firm, or families balancing a partner's income with school costs, and some are high-net-worth households managing decades of distributions. In every case, tax planning sits at the center of the work, with retirement planning built around the firm's plan.
- How you are paid now and how that changes at partnership
- A quarterly tax estimate system that fits your K-1 timing
- The firm's 401(k), profit sharing, or cash balance plan and how much of it you use
- What our advisory fee would be and how it is charged
What Each Planning Area Looks Like at a Law Firm
The six areas are the same for every client, but attorney compensation changes how each one works.
These examples describe common situations in general terms and are not advice for any particular attorney or firm.
Common Questions from Attorneys
Do you work with associates, or only partners?
Both. Associates usually bring student loans, a first real salary, and a decision about how much to put in the firm 401(k). Partners bring K-1 income, quarterly estimates, and capital contributions. The transition between the two is one of the most useful moments to have a plan in place.
How should I handle quarterly estimated taxes on K-1 income?
We help you build a set-aside rhythm that matches when your draw and distributions arrive, so cash is available on each due date. The actual estimate amounts come from your CPA, and we share the planning assumptions with them so the numbers line up. Self-employment tax is part of that calculation for equity partners.
Can you help me fund a capital contribution?
We can help you compare the options: paying from savings, using the firm's bank financing program, or a mix, and what each does to your cash flow and taxes. We do not lend money or negotiate with the firm. We help you see the full cost of the decision before you make it.
Do I need a minimum to start?
No. Attend has no account minimum. A second-year associate with loans and a first-year partner with a capital contribution loan and no spare cash are both welcome. The question is whether the six planning areas need attention, not what your statements say today.
How are you paid?
Attend is a fee-based registered investment adviser. Advisory fees are explained in writing before you sign, and the fees page lays them out. Advisors may earn commissions on insurance products, and any such commission is disclosed before anything is placed. You will know how we are paid on every recommendation.
Are you a fiduciary, and can we meet by video?
Advisory services are held to a fiduciary standard, so recommendations in an advisory relationship are made in your interest and documented. Meetings happen at our Midtown Atlanta office at 999 Peachtree St NE, Suite 418, or by video with screen sharing. Many attorneys meet by video between billable hours and come in once a year.
Last updated September 22, 2026.
Start With This Year's Distribution
Schedule a complimentary 30-minute conversation, in Midtown or by video, and bring the K-1, the partnership agreement, or whatever question is on your desk.
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