E s t a t e P l a n n i n g T h a t W o r k s
You need a Life & Legacy Plan
There are two things certain in life: we’re all born, and we all die. The rest is a mystery. What we know is that facing death with our eyes wide open will lead us to our best lives — to be the best parents, business owners, and humans possible — regardless of when death comes for us.
It’s what Life & Legacy Planning is really all about. We support you to look at everything you have, and everyone you love, as if you were going to die tomorrow — so you can get clear on what you need to have in place to keep your loved one’s out of court, out of conflict, and free from being left with a big mess. As a result, you make the best choices for your resources throughout every stage of life.
How it Works
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How the Plans Work
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.