Explore Other Services
Solutions Designed for You
Kids Protection Planning
Ensure your kids are raised by the people you want, in the way you want, and never taken into the care of strangers or anyone you wouldn’t want raising them.
Lifted Business Advising
You’ve poured your time, energy, attention and money into your business (or you're about to start). Now, whether it’s time to grow or time to sell, we can help you plan the next step.
Probate and Trust Administration
You’ve poured your time, energy, attention and money into your business (or you're about to start). Now, whether it’s time to grow or time to sell, we can help you plan the next step.
Virtual Consultations
Connect with our experts from anywhere, using video consultations designed to your schedule and individual needs.
Transparent Flat Fees
Experience genuine transparency with our straightforward fees, ensuring there are no hidden costs in your estate planning process. You never have to fear receiving a bill if you call us with a question.
Plan Reviews
Trust in our commitment with complimentary plan reviews every three years, ensuring your estate documents stay up-to-date.
Free Consultation
Begin your planning journey with us, highlighting your priorities during a free, insightful consultation that clarifies your options.
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.