Planning frees you from worry

We were built with the needs of growing families in mind. We understand you are busy and you value ease, convenience and efficiency. You may be raising children or caring for elderly parents, or both, while also working hard to build your own nest egg for a lifetime of support. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most.

Parents: You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind.

Couples: You have a spouse or partner, and you want to ensure things are as easy for them as possible if and when something happens to you. You want to pass on what you have worked so hard for your entire life, and do it in a way that helps your loved ones know and feel your love just when they’ll need to most.

Singles: You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.

All of our fees are fixed and agreed to in advance, so there are no surprises.

We keep you informed and make sure your plan works. We don’t just prepare a set of legal documents and send you on your way. We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you.

We review your plan at least every 3 years. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change. You change; your assets change; your family changes; the law changes. When planning with us, your plan will keep up with those changes.

We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets - who you are and what’s most important to you.

And we make house calls!

Our process begins with a Life and Legacy Planning Session. Before the Session you will complete homework that will have you feeling more organized than you have in a long time.

During the Session, we will look at what would happen to what you have and everyone you love, if anything were to happen to you.

Then we’ll determine a plan together to make sure everything goes the way you want so you are always in control. And so your family always knows just how much you care.

Should we find there are things we can do to take care of your family even better, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.

We’ve developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity.

Our overarching goal is to keep your loved ones out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.