Before we meet, you’ll share some information about your family and your assets so we can begin with deep understanding, answer your questions right away, and start designing a personalized plan that protects the people who matter most. This meeting lays the foundation—firm, rooted, and steady—for your family’s future.

During your Life & Legacy Planning Session, we’ll walk through exactly what would happen to you and your family today if something unexpected occurred. You’ll gain clarity on your current plan – whether that is an outdated DIY Will, or the “default” plan the state has for your loved ones if you have no Will – and together, we’ll identify anything that doesn’t align with your personal values or intentions.  If it doesn’t reflect your values or your wishes, we’ll show you exactly how to create a plan that provides the protection, clarity, and peace of mind your loved ones deserve.

This is where the roots of your legacy start to grow strong.

After our first meeting, you’ll feel more organized and supported than ever before. You’ll have a complete inventory of your assets – something your family will be deeply grateful for in any emergency.  More importantly, you’ll leave that meeting knowing that you have selected a plan that will protect what matters most for the one you love the most. 

After your planning session, we’ll send you a detailed summary of every decision you made—your chosen guardians, executors, powers of attorney, trustees, and other essential roles.

This step gives you time to reflect, review, and finalize your wishes before we begin drafting your plan. It’s part of building a foundation as steady and intentional as the strongest family tree.

Your signing meeting is a true ceremony—a moment where everything becomes real.
We’ll walk through each document with you, highlighting the language personalized for your family’s needs and values.

• In-office meetings include arranged witnesses and a notary.
• Virtual meetings include printed and mailed documents and easy return packaging.

This step ensures your plan is not only official but firmly rooted in the exact protections your family needs.

To ensure your plan actually works, your assets must be properly aligned with your Will or Living Trust.

We guide you through updating ownership, beneficiaries, and new assets over time—so everything flows to your loved ones exactly as you intend. 

This is how we build the branches and structure that will protect your family long into the future.

This is the heart of planning with a Personal Family Lawyer®.  Your Legacy Interview gives you the chance to share your values, stories, wisdom, blessings, hopes, and guidance in your own voice.

This video becomes a treasured gift—your shade, comfort, and presence—passed down to the people you love.

Once your plan is complete, we help ensure the individuals you’ve chosen have the right information at the right time.  We can also coordinate family meetings, to ensure the key people in your plan can act confidently and lovingly if they are ever called to step in.

This prevents confusion, conflict, and panic during emotionally heavy moments.

Your life will grow and change – just like a living tree – and your plan should grow with you.
We maintain a lifelong relationship with you, staying connected so your plan remains current as your family evolves and as the law changes.

We’re here to help you keep everything aligned, supported, and protected for the long haul. Your family becomes our family, and we stand by your side through every season of life.