Our Estate Planning Services

(aka: how we actually help you get this done)

Estate planning that meets you where you are

Most people don’t come to us feeling confident and prepared.

They come feeling:

  • behind

  • anxious

  • unsure where to start

  • worried they’ll do the wrong thing

  • afraid they’ll leave a mess if something happens

Our job is not to judge that.
Our job is to help.

We provide comprehensive estate planning with ongoing support, so you’re not expected to become an expert, get everything perfect, or magically stay on top of this forever.

What we help you with

We don’t sell “documents.”
We help you build a plan that works for your actual life.

Depending on your needs, your estate plan may include:

  • Wills

  • Revocable living trusts

  • Powers of attorney

  • Advance healthcare directives

  • Guardianship planning for minor children

  • Planning for incapacity

  • Planning to avoid probate where appropriate

  • Coordination of beneficiary designations

  • Guidance around how your assets are owned and titled

But more important than what documents you have is whether they:

  • match your life

  • are properly completed

  • are findable

  • and still make sense when they’re needed

That’s where most plans fall apart—and where our approach is different.

How our process actually works

Step 1: A planning conversation

This is where we slow everything down.

We talk about:

  • what’s worrying you

  • what your family looks like

  • what you’re afraid of getting wrong

  • what kind of support would help you most

You do not need to be organized.
You do not need to know what you “should” have.

That’s our job.

Step 2: Clear guidance and decision-making support

We walk you through your options in plain language.

Not:

  • “Here are 17 choices, good luck”

  • or “Just trust us”

But:

  • what actually applies to you

  • what matters most in your situation

  • what tradeoffs you’re making (and why)

We move at a pace that works for your brain and your life.

Step 3: Drafting + review

Once decisions are made, we prepare your documents and review them with you carefully.

No rushing.
No pressure to pretend you understand things you don’t.

Questions are welcome. Always.

Step 4: Making sure it actually gets finished

This is where many estate plans quietly fail—and where we stay involved.

We help ensure:

  • documents are properly signed

  • assets are aligned with your plan

  • nothing important gets skipped because life got busy

You are not handed a checklist and sent on your way.

Why we use a membership model

We didn’t start out this way.

Like many law firms, we used to:

  • create plans

  • give instructions

  • offer occasional reviews

  • and hope clients would call us when life changed

They rarely did.

Not because they didn’t care—but because life is distracting, emotional, and overwhelming.

So we rebuilt our practice around a membership model, which allows us to:

  • stay connected instead of disappearing after documents are signed

  • provide structure and follow-through

  • support clients who are busy, neurodivergent, or stretched thin

  • help plans stay current as life evolves

What membership means in practice

  • Your initial planning is done within a one-year membership

  • That year includes guidance, meetings, support, and follow-through

  • You may pay monthly or upfront (with a reduced fee)

  • After the first year, you can:

    • continue as a member at a reduced rate, or

    • step away, knowing you’re still entitled to periodic plan reviews

No guilt.
No pressure.
No punishment for being human.

What this feels like for our clients

Clients often tell us:

  • “I finally feel like someone has my back.”

  • “I stopped carrying this low-level anxiety.”

  • “I didn’t realize how much mental energy this was taking up.”

  • “I wish I had done this sooner—but I’m glad I did it this way.”

The documents matter.
But the relief matters too.

Who this is a good fit for

Our services are a good fit if:

  • you feel overwhelmed or behind

  • you want help, not judgment

  • you want a plan that actually works when it’s needed

  • you value guidance and follow-through

  • you don’t want to do this alone

This may not be the right fit if you’re looking for:

  • the cheapest possible documents

  • DIY or “review only” services

  • a one-time transaction with no ongoing support

And that’s okay. Different people need different things.

Ready to take the first step?

You don’t need to have everything figured out.
You don’t need to know what documents you need.
You don’t need to be “caught up” on adulthood.

You just need a place to start.

 
Schedule a Planning Conversation
 

Even if you’ve been avoiding this for years.
Especially then.