Our Services
Life & Legacy Planning
That Actually Works
From protecting your children to preserving your wealth, we provide comprehensive family protection designed around the NLBM approach — because your family deserves more than documents in a drawer.
Simple & Straightforward
How It Works
Estate planning should feel easy, not overwhelming. Here's our three-step process.
Free Family Wealth Planning Session
We start with a no-pressure conversation about your family, your concerns, and your goals. You'll leave knowing exactly what your family needs and what it costs — whether you hire us or not.
Custom Life & Legacy Plan Design
We create a comprehensive plan tailored specifically to your family — not a template. We walk you through every detail so you understand exactly what you're getting, why it matters, and how it keeps your family out of court and conflict.
Lifetime Protection & Updates
Your plan doesn't end when you sign. As your family's lawyer for life, we review and update your plan whenever life changes. When your family grows, moves, or your financial picture shifts — your plan adapts.
Comprehensive Estate Plans That Actually Work
Life & Legacy Planning
This isn't your grandparents' estate planning. Life & Legacy Planning goes beyond documents to create a comprehensive plan that covers everyone you love and everything you own — and is designed to work when your family needs it, not just sit on a shelf.
- Complete asset inventory and proper titling
- Revocable Living Trusts for probate avoidance
- Irrevocable Trusts for tax and asset protection
- Beneficiary designation review and coordination
- Heart-centered decision-making guidance
- Regular plan reviews and lifetime updates
Ensure Your Children Are NEVER in the Care of Strangers
Kids Protection Plan
If you have children at home, this is the most important thing you'll ever do. A will alone doesn't protect your kids in an emergency — your babysitter can't find your will, and police would have to call CPS. Our Kids Protection Plan changes everything.
- Legal guardian nominations — immediately accessible, not buried in a will
- Backup guardians for every possible scenario
- Emergency instructions for babysitters and caregivers
- Children's trust provisions for financial management
- Detailed care instructions: medical needs, routines, values
- Updates as your children grow and circumstances change
Shield Your Wealth & Preserve Your Legacy
Asset Protection
You've worked hard to build what you have. Our asset protection strategies help ensure your wealth stays in your family — shielded from lawsuits, creditors, divorcing spouses, and excessive taxation.
- Strategic trust structures for asset protection
- Business entity planning (LLCs, partnerships)
- Liability shielding strategies
- Tax-efficient wealth transfer planning
- Insurance review and coordination
- Lifetime Asset Protection Trusts
Your Plan Evolves With Your Life
Ongoing Plan Maintenance
An estate plan isn't a set-it-and-forget-it document — that's how plans fail. Life changes constantly, and your plan should too. We provide ongoing administration to keep your plan current, funded, and effective.
- Annual plan reviews and updates
- Trust funding and re-titling assistance
- Life event adjustments (new child, divorce, new home, etc.)
- Asset inventory updates
- Beneficiary updates and coordination
- Trustee guidance and support
Your Wishes, Honored — Even When You Can't Speak
Advance Health Care Directives
Make sure the right people are empowered to make medical decisions on your behalf — and that your wishes are crystal clear. These documents relieve your family of impossible choices during the hardest moments of their lives.
- Medical Power of Attorney
- Directive to Physicians (living will)
- HIPAA authorization documents
- Mental health care directives
- End-of-life care preferences
- Organ donation instructions
Compassionate Guidance When You Need It Most
Probate & Estate Administration
Losing a loved one is hard enough without navigating the legal system. We guide families through the probate process with compassion and expertise — handling the complexity so they can focus on healing and being together.
- Probate court filings and representation
- Will contests and dispute resolution
- Estate inventory and appraisal coordination
- Creditor notification and claims management
- Final distribution to beneficiaries
- Trust settlement and administration
Transparent, Flat-Fee Pricing
Know Exactly What You're Investing
No hourly billing. No surprise fees. Every plan is a flat fee — discussed and agreed upon before any work begins.
Foundation
Essential Protection
Starting at $1,500
For individuals and couples who want essential legal documents to protect their family and avoid probate.
- Last Will and Testament
- Financial Power of Attorney
- Medical Power of Attorney
- Directive to Physicians
- HIPAA Authorization
Life & Legacy
Comprehensive Family Plan
Starting at $3,500
Our signature plan for families who want complete protection — including trusts, asset protection, and the Kids Protection Plan.
- Everything in Foundation, plus:
- Revocable Living Trust
- Kids Protection Plan®
- Complete asset inventory & funding
- Annual plan review included
- Lifetime updates as life changes
Legacy
Total Family Protection
Starting at $5,000
For families with more complex needs — business owners, blended families, significant assets, or multi-generational planning.
- Everything in Life & Legacy, plus:
- Irrevocable trusts & asset protection
- Business entity planning
- Tax-efficient wealth transfer
- Priority scheduling & support
Payment plans available — every family deserves protection, regardless of budget. Exact pricing discussed during your free planning session.
Not Sure What Your Family Needs?
That's exactly why the first session is free. We'll look at your whole family picture together — no commitment, no pressure, no jargon.
Book Your Free Planning Session