How We Work
A Personalized Approach to Estate Planning
Estate planning is about more than just legal documents—it’s about your family’s future.
We work with you to ensure your wishes go beyond financial matters, including the intellectual, spiritual, and personal aspects of your legacy. Our approach helps you pass on what’s important to you, whether that’s financial wealth or family values.
Our Process: Simple, Clear, Compassionate
Initial Consultation
Our process starts with an in-depth consultation. Before meeting with us, you’ll complete some homework that will help you organize your thoughts and clarify your goals for the future. In our meeting, we’ll discuss your current situation and the best ways to plan for the people you care about. Together, we’ll develop a strategy that works for you.
Options to Fit Your Needs: 3 Levels of Planning
Estate planning isn’t one-size-fits-all, so we offer three levels of planning based on your needs and goals. Whether you’re starting simple with basic documents for young children or need a more comprehensive plan for asset protection, we have options to fit every stage of life and financial situation. You’ll choose the plan that fits your budget and your family’s needs.
Personalized, Ongoing Support
At our firm, we don’t just create a plan and walk away. We’re with you for the long haul. We offer annual membership programs to ensure your estate plan stays up-to-date and relevant. Plus, we’re always here to answer any questions you may have—without worrying about surprise bills or hourly fees. Our goal is to keep your family’s plan running smoothly throughout your life.
Kid Protection Plan
Planning for Your Children: Ensuring Their Future
If you have young children or a child with special needs, your estate plan must focus on ensuring their care and well-being in the event that something happens to you. Our Kids Protection Plan ensures that your children are never taken into the custody of strangers or put into the care of someone you wouldn’t choose. This includes clear instructions and legal documents to protect your children and ensure they are raised by the people you’ve chosen.
Ready to Get Started?
Estate planning isn’t just for the wealthy—it’s for everyone who wants to protect their family, their legacy, and their future. We’re here to guide you through the process with compassion and clarity. Whether you’re ready to start planning now or need more information, we’re here to help.
Schedule an appointment online, or call our office at 337-321-9111 to take the first step towards securing your legacy today.
