WE ARE JUST BUILT DIFFERENTLY.

To explain how we’re different, let’s first take a look at what the “traditional” experience with a lawyer typically involves. If you’ve previously worked with a lawyer to create estate planning documents, this might sound familiar.

In a traditional setting, you meet with a lawyer who often makes things seem complicated and difficult to follow. You recognize they’re knowledgeable and trust they know what they’re doing, so you nod along and answer their questions, even if you don’t fully grasp everything. Wanting to do the right thing for your family, you proceed with having the documents drafted and feel relieved once you’ve signed them, believing the task is complete.

You take your estate planning binder home, place it on a shelf or in a drawer, check "estate planning" off your to-do list, and move on without giving it another thought.

Perhaps you remember your lawyer mentioned transferring your bank accounts into your trust. You go to the bank, but can’t recall exactly what to do, so you call your lawyer's office. You leave a voicemail, then leave the bank and wait—sometimes for hours, sometimes for days—for a callback. By the time you hear back, life has gotten busy again, and you never get around to completing the transfer.

Weeks later, you receive a bill for $67.50 for 15 minutes of your lawyer’s time answering a quick question. You make a mental note: avoid calling the lawyer in the future.

A few years go by. You refinance your home or buy a new one, forgetting that you needed to inform your lawyer or ensure the new title is in the name of the trust. Meanwhile, your children grow older, making your guardianship decisions outdated. But you don’t want to call your lawyer because you’re anticipating another bill.

You might hear about a change in tax law, but assume your lawyer would have informed you if it impacted you. Besides, you'd have to sift through old boxes to find your trust documents and even remember your lawyer’s name—who has time for that?

It’s only when you become incapacitated or pass away, and your family finds that binder collecting dust, that they realize the plan is outdated and no longer reflects your current life, assets, or the law.

Your family is now overwhelmed, unsure of where to turn. They contact the same lawyer who drafted the documents, and the lawyer is more than happy to handle the probate process for the assets that never made it into the trust.

Not too long ago, I worked with large downtown law firms and repeatedly witnessed the same pattern of frustration and confusion. So I promised myself that when I started my his estate planning firm, my clients would never have to go through that. 

What I realized is that the estate planning industry wasn’t built to support growing families who are navigating constant changes on their path to success. Instead, it was designed for those in their 70s and 80s preparing for the end of life, not for families in the midst of building their futures.  

What sets our firm apart is that we were designed specifically with the needs of growing families in mind. We understand that you’re BUSY—juggling family, work, and planning for a prosperous future. You value ease, convenience, and efficiency as you raise your children, care for aging parents, and build your own financial security. You want the reassurance that you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to ensure your minor children will be raised by the people you choose, never by someone you wouldn’t, and that your teens and adult children are prepared to care for you and manage what you leave behind.

You want peace of mind, knowing you’ve handled everything so that your family won’t face a mess when something happens.

That’s our mission too. We’ve created innovative systems that provide you with the same level of access to a Personal Family Lawyer® that was once reserved for the super-wealthy. This gives you the support you need to build and sustain a life of prosperity and ensure that your family stays out of court and conflict—the greatest threat to those you love and everything you’ve worked hard to create. And we do this even if you’ve already worked with a traditional lawyer or created documents online.

We make it easy for you to stay in touch with us. We've ditched the hourly billing, so you never have to worry about calling with a quick question. Everything is based on flat fees that we agree on upfront, so there are no surprise charges.

Our team is here to help. When you call with a question, you won’t be stuck waiting hours or days for a response—you’ll get an answer right away. If you need a longer, more in-depth conversation with your Personal Family Lawyer®, we’ll schedule a time that works for both of you, making sure we use your time efficiently—no back-and-forth voicemails.

We also make sure that all the important details of your plan are handled properly and that it continues to work for you throughout your life.

To help with this, we have "funding coordination" process that ensures your assets are correctly titled, so nothing ends up stuck in a long, expensive court process or lost to the state because it was overlooked.

We’ve even set up special membership programs to keep your plan up-to-date every year and give you access to our Trusted Team of Legal Experts for advice on any legal or financial issue. At some point, you’ll need a lawyer—whether for advice or to solve a problem—and when that happens, you’ll be glad you can call us. We’ll be here to help, no matter what you need.

Lastly, we believe your financial wealth is just one part of your overall Life and Legacy Planning. What’s often even more important—and usually lost when someone becomes incapacitated or passes away—are your intellectual, spiritual, and personal values. These are the things that truly define who you are and what matters most to you. In fact, surveys show that what people really care about inheriting from loved ones isn’t just money—it’s these intangible assets.

Most estate plans focus only on passing down financial wealth. People often have good intentions of sharing their values and life lessons but rarely get around to it, usually because it doesn’t seem urgent—until it’s too late. How much do you know about your grandparents' values, their most meaningful possessions, or their thoughts and experiences? Probably not much, right?

That’s why we make sure to include these priceless elements in every estate plan we create. We don’t just help you pass on your money; we help you share your values, insights, stories, and life lessons—the things your loved ones will treasure most.

We’ve developed a unique tool to capture and pass on your entire family wealth, including those intellectual, spiritual, and personal assets. I won’t go into all the details here, but we’ll definitely cover it when you come in for your Life and Legacy Planning Session.

You can book your session right here, and we look forward to meeting you and helping take care of your family soon!

If you’re thinking this all sounds expensive, you’re both right and wrong. I can promise you that if you qualify to meet with a Personal Family Lawyer®, the cost of planning now is far less than what your family would face if you became incapacitated or passed away without a solid plan—or worse, with one that doesn’t work. 

And here’s the thing: we will never let a family who truly values this type of planning and wants to protect their loved ones leave our office because they cannot afford it. We offer creative financing options because we believe this planning is the foundation for a successful future!