The Forge Companies

05/28/2026

Kate and Jaclyn from our Advocacy Trust team are excited to be in Milwaukee for the National Academy of Elder Law Attorneys Annual Conference! Their booth is fully stocked with everyone’s favorite swag, and they’re looking forward to connecting with attendees, sharing insights, and building new relationships throughout the event.

If you’re attending, be sure to stop by and say hello!

05/27/2026

We’re excited to announce the expansion of our presence in Texas, with dedicated team members now serving attorneys and clients throughout the Dallas and Houston regions.

In Houston, Cliff Walston brings years of legal experience and a thoughtful approach to complex settlement planning. Meanwhile, Dallas-based Thomas Markwalter offers valuable financial insight and deep connections within the Texas market.

Read the full announcement below. ⬇️

The Forge Companies strengthens its national footprint with strategic expansion into the Texas market

05/25/2026

05/22/2026

When the Forge team joins your mediation, we’re there to strengthen the conversation — not take it over.

From explaining the settlement planning process and answering questions about trusts, wealth management, and government benefits to providing real-time annuity quotes, we help clients move forward with clarity and confidence.

Interested in learning how we can support your next mediation? Call our team at 𝟖𝟔𝟔-𝟔𝟖𝟑-𝟔𝟕𝟒𝟑 or send us a message to connect with our team.

05/19/2026

A settlement is not the end of the story. In many ways, it’s the beginning of a new chapter for the client and their family. In our newest blog post, Natalie Cannella Williams, Fiduciary Counsel at Advocacy Trust, explores the role trust planning can play in protecting clients after a settlement and preserving long-term stability.

Thoughtful trust planning can help ensure a settlement continues to serve its intended purpose for years to come.

Read the full article here:

Demystifying What Happens Post-Settlement and How Proper Trust Structure Protects Clients

05/16/2026

A decade of excellence deserves a celebration!

Join us in congratulating Peter Scovill on 10 incredible years with Forge Consulting! From his early days on the Case Design team to becoming a Financial Consultant and achieving his Registered Settlement Planner certification, Peter's dedication and extensive knowledge have been invaluable in helping clients build secure futures. We're grateful for his commitment to our clients and The Forge Companies. Here's to many more years of success and impact!

05/15/2026

Spooner and Tracee are headed to the American Association for Justice Leaders Forum Retreat and are ready for a few days of collaboration, conversation, and connection with attorneys and industry leaders from across the country. Looking forward to a great event and even better company!

05/14/2026

Day 1 of the AAJ Trucking Litigation College was a great success! Tracee had the pleasure of sharing more about who we are and how we support trial lawyers and their clients every step of the way. Excited to keep the momentum going as we head into Day 2 today!

05/13/2026

Good morning from Dallas, Texas! We are so excited to be attending the American Association for Justice Trucking Litigation College event this week. Stop by to check out our booth and grab some of your favorite Forge swag!

05/08/2026

Another incredible year at the Georgia Trial Lawyers Association Annual Convention! We loved connecting with attorneys, partners, and friends from across the state while celebrating the work being done throughout the legal community. Thank you to everyone who stopped by, shared conversations with our team, and made this year’s convention one to remember. Already looking forward to next year! ⚖