Every family’s story is different — which is why your plan should be too
WHAT WE COVER
Most people think of estate planning as one document — a will, maybe a trust if things get complicated. In reality, it’s a set of decisions that work together: who takes care of your kids, who can make decisions on your behalf if you can’t, how your assets move to the people you trust, and how you protect what you’ve built for the long term.
Below is a closer look at each piece, what it does, and who it’s for — so you can see exactly what goes into a plan built around your real life.
A clear, legally valid will that reflects your actual wishes, so there’s no room for confusion or conflict — including naming the people you trust, not just who a form assumes.
A will is often the foundation of an estate plan, and it’s where most people start. But a generic template can leave gaps — especially if your family doesn’t look “traditional,” or if the people you trust most aren’t the ones a standard form assumes. We write your will around who’s actually in your life: your partner, your chosen family, your closest friends, your children — biological, adopted, or otherwise. Every decision in it is yours, spelled out clearly enough that no one has to guess, and no one gets left out by default.
Who this is for: Anyone who wants to name — on paper, with legal weight — exactly who they trust with what they’ve built, rather than leaving it to a court’s default assumptions about family.
Help your loved ones avoid probate, protect assets, and ensure a smooth transfer of what you’ve built, structured around your goals.
Trusts aren’t just for the ultra-wealthy — they’re a tool for control and privacy. A well-structured trust can help your family skip the probate process entirely, keep your affairs private instead of part of the public record, and give you more say over how and when your assets are distributed — whether that’s immediately, over time, or tied to specific milestones you choose.
Who this is for: Families who own a home or other real property, business owners, parents who want more control over how and when their children receive assets, and anyone who wants to keep their affairs out of probate court.
Make sure someone you actually trust — partner, chosen family, or otherwise — has the authority to make financial or medical decisions if you can’t.
If you’re ever unable to make decisions for yourself — even temporarily — the people you’d want making those calls need to have the legal authority to do it. Without this in place, your family or partner could face a court process just to gain the authority to manage your finances or make medical decisions on your behalf, even if you’d want them to have it without question.
Who this is for: Everyone — especially unmarried partners, chosen family, and anyone whose closest person isn’t a legal next-of-kin by default.
Name the guardians you choose for your children, not the court’s default.
If something happened to you, who would raise your children? Without a plan, that decision is made by a judge — not by you, and not necessarily by the people you’d choose. Guardianship planning lets you name, clearly and legally, who takes on that role, along with guidance on how you’d want your children raised, cared for, and supported.
Who this is for: Any parent or primary caregiver of minor children who wants certainty — not a courtroom decision — about who steps in.
Align your personal and professional legacy, protecting what you’ve built and passing it on with intention.
If you’ve built a business, you’ve likely poured years — and a piece of yourself — into it. Legacy and business planning makes sure that what you’ve built doesn’t stall out or get tangled in uncertainty if something happens to you. We look at how your business fits into your broader estate plan, so your personal and professional legacy move together instead of working against each other.
Who this is for: Business owners, entrepreneurs, and first-generation wealth builders who want their professional legacy protected as intentionally as everything else they’ve built.
Get Started
You don’t need to know exactly which of these you need before we talk. We’ll figure that out together, based on your life, your goals, and the people who matter most to you.
