Design shapes how an estate plan functions.
We develop plans from the outset with attention to how authority, responsibility, and legal structures work together.
From there, the details begin to take shape.
OUR APPROACH
OUR PHILOSOPHY
An estate plan has to work in real life
Some people are starting to plan for the first time. Others already have documents in place. In either case, the real question is the same: will the plan actually work when it needs to?
Documents alone do not create understanding. A plan works when you understand the reasons behind it and when your decisions align with how your family and assets are organized.
We guide clients through those decisions so the plan makes sense not only legally, but in practice — for you now and for the people who may one day rely on it.
WHAT WE DO
Bringing the pieces together
Clients provide the direction for their estate plan — the priorities, relationships, and responsibilities they want reflected.
From there, we weave the legal tapestry that supports those intentions. Our goal is to build a system that will protect you and your loved ones when it matters most.
WHAT SETS US APART
Our planning principles
The idea of system-building reflects how we approach planning from the very beginning.
When planning focuses purely on churning out documents, important details can be overlooked — gaps that often appear later, when decisions must be carried out — and often when it’s too late to change course.
Our approach is further shaped by four commitments that guide the planning experience from beginning to end:
Outcome Based Planning
We begin by defining what the plan needs to accomplish and make decisions that support those priorities in real life.
Guided Process
We guide planning through a structured sequence, helping clients work through choices while keeping the process moving forward.
Thoughtful Coordination
We align roles, authority, and asset ownership so the framework works the way it should when others need to step in.
Clear, Flat Fees
We offer planning on a flat-fee basis so clients know the cost in advance and can focus on creating their plan rather than hourly billing.
Together, these principles shape how we guide clients through the planning process.
A SIMPLE FIRST STEP
Does this feel like the right approach for you?
The first step is a brief, introductory call where we learn about your goals at a high level, walk through how the process works, and ensure the path forward feels appropriate before moving forward.
Most clients schedule this meeting when they are ready to put a plan in place within the next few months.