Providing Your Family the Protection They Deserve
At our firm, we believe in doing things differently because your family deserves more than just a standard estate plan—they deserve a lifetime of protection, guidance, and care. If you're ready to safeguard your loved ones from court battles and family conflicts, we're here to help you take the first step toward peace of mind.
Why Choose Us?
We're not your typical law firm, and that's why families love working with us. Our approach is built around long-term relationships, personalized planning, and ensuring your family's future is secure.
When you work with us, you'll discover a process designed to educate, empower, and provide clarity. Let's start creating the legacy your family deserves.
Your Appointment Options
We offer three ways to take the next step:
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Free 15-Minute Phone Consultation
Learn about our services and get answers to your initial questions. -
Legacy Planning Session
Prepare to make informed, empowered decisions for your family's future after you learn about the law in plain English. This session includes pre-session “homework” to help you come prepared and get the most value from our time together. -
Estate Plan Checkup & Review
If you already have an estate plan, we'll review it to ensure it still meets your family's needs and identify any gaps that need attention.
What to Expect During a Legacy Planning Session
Our Legacy Planning Session is a comprehensive two-hour meeting focused entirely on you and your family.
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Before the Session:
You'll receive a packet of materials to review and complete in advance. These tools help us understand your situation and ensure our discussion is productive. -
During the Session:
Together, we'll review what would happen under your current plan (or lack of one) if something happened to you today. We'll discuss how the law works in plain English Then, we'll map out your ideal plan to ensure your wishes are carried out seamlessly.
Our clients often say, “If we had known how easy this would be, we would have done it years ago!”
Session Fees and Special Policies
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Cost:
The Legacy Planning Session is valued at $950. If you have existing estate planning documents for review, the session is $1,150. -
Fee Credit:
Should you decide to proceed with a comprehensive estate plan, the session fee is applied to your legal fees. -
Scheduling Policy:
To hold your appointment, we may require a credit card. You won't be charged unless you cancel with less than a week's notice (emergencies excluded).
Preparing for Your Session
After scheduling, you'll receive a Legacy Inventory & Assessment. This pre-session “homework” must be completed and returned at least five days before your meeting.
We're here to help! If you have questions about your homework, feel free to contact our office anytime.
What Happens After Your Planning Session?
Once your plan is designed:
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Asset Review:
We'll ensure all your assets are titled for maximum protection. -
Signing Ceremony:
About a month later, you'll sign your finalized estate plan. Our process ensures you fully understand your documents and feel confident about your plan. -
Plan Maintenance:
Your relationship with us doesn't end after signing.- We offer a 90-day window for complimentary changes to your documents.
- At no additional charge, we review your plan every three years to keep it up to date with legal changes.
Plus, we're always just a phone call or email away—and we never charge for those conversations.