Estate Planning that Works

With our Life and Legacy Planning® model, we help you confidently make legal and financial decisions so you know you have a plan to keep everyone you love out of court and out of conflict, and your plan works when you need it.

You Don’t Want To End Up A Statistic

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58% – U.S. Adults Without a Last Will According to Gallup.com

Dying without a Will could mean a stranger – a probate judge – makes all the decisions for your family during a time of grief, including potentially who should be guardian of your minor children.

When you do not leave a current inventory of your assets that your family can easily find when something happens, your assets could go unclaimed, never even benefiting your family.

Probate is a lengthy process, ranging from six months up to 5-10 years, or longer depending on the case. On average, families spend two years in probate court that could have been avoided.

Our Approach

You love your family and want to make sure they know exactly what to do and have a trusted advisor to help them if (and when) something happens.

Life is full of complex legal and financial decisions, and you do not have to make them alone.

You may know that your life and legacy are about much more than money, but maybe you are not sure exactly how that translates into legal documents like Wills, Trusts, Health Care Directives, and Powers of Attorney. Maybe you are even thinking you can do it all yourself online, given the new online technology being advertised daily that suggests you DIY your important planning.

With nearly two decades of litigation experience, we know all too well (and will help you understand too) that do-it-yourself estate planning will leave your family lost and unsupported, and may even cause the loss of your assets when something happens to you. By then, it will be too late for your family to clean up the mess left behind.  Our top priority is making sure this is never the cases for the families we serve. 

After working with us, you will feel confident that you have made all the right choices about the use of your resources while living, and that your family will be left with support and a clear plan if you become ill, are injured, or pass away.

Read on for more…

We Help:

  • Individuals
  • Couples
  • Parents with children
  • Middle and high-net-worth families
  • Dog and cat lovers
  • Everyone in between – if you have anyone or anything you care about, love, and want to protect

Read more about how a Life and Legacy Plan will help your family:

Estate Planning that Works

Your estate planning is about more than a will or a trust that you create once, put on a shelf, in a drawer, or on a hard drive, and never look at again. We know if we sell you documents you never look at again, it’s your family who will suffer.

It’s why we don’t just prepare documents you could create yourself online, but instead guide you through a family-focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets, and deliver planning that works to keep your family out of court and out of conflict.

Schedule A Discovery Call Today

Hiring a trusted counselor for your family shouldn’t feel overwhelming. We’re here to make it simple.

By scheduling a free, 15-minute Discovery Call with one of our team members, you can share your questions and concerns, learn more about our firm values and process, and determine if moving forward with our firm is the right next step for your family.

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