Getting Started
A Clear Path to Peace of Mind
Estate planning doesn't have to be complicated. Our straightforward process makes it easy to protect your family's future.
A Different Kind of Planning Experience
Choosing a lawyer to plan for your family’s future is a significant decision. Unlike traditional firms that may offer a one-size-fits-all set of documents, our practice is built on a lifetime relationship with you. We listen to your story, understand your goals, and create a plan that works when your family needs it most. All of our planning is done on a flat-fee basis, agreed to in advance, so you never have to worry about getting a surprise bill for a phone call or question.
Our Process: The Life & Legacy Planning Session
Your journey with us begins with a Life & Legacy Planning Session. This is a two-hour, comprehensive meeting where we focus entirely on you and your family. We will educate you on exactly what would happen to your loved ones and assets under your current circumstances, and then you can identify what you would want to happen differently.
To make our time together as valuable as possible, we will send you a "Family Wealth Inventory & Assessment" to complete beforehand. This homework helps you get organized and prepared to make informed, empowered decisions.
Transparent, Flat-Fee Pricing
We have priced our planning at the intersection of affordability and effectiveness. The Life & Legacy Planning Session itself is valued at $750, but we waive this fee for clients who complete their pre-session homework.
During the session, after you are fully informed, you will choose from three levels of planning. Our fees typically range between $2,000 and $8,000, depending on the choices you make during your Life & Legacy Planning Session. You’ll select the fee and plan that best fits your family's budget and goals.
Your Next Step Is Simple
If you're ready to make informed, empowered decisions for the people you love, your next step is easy.