Are You Ready to Protect Your Business and Assets with Expert Trust and Estate Planning?

Why Do you need a Trust & an Estate Plan?

You would't want leave your family's future to chance, take control today and ensure that your assets are protected and distributed according to your wishes. Contact us now to schedule a consultation and learn how we can help you.

Don't you want safeguard your business and your family's future with our customized trust drafting services. Schedule a consultation today and let us help you plan for the unexpected.

As well as protect against risk of your assets, by protecting them and securing your loved ones' future with our trust drafting services.

All while NEVER leaving your business and assets exposed, take the necessary steps today to secure your loved ones' future with our trust drafting services. Contact us now to schedule a consultation.

Because everyone starts off at different places in their Legal Legacy Journey, we offer three types of Trust + Estate Planning Packages:

Legacy Launch — $5,000

Best for:

• First-time trust setup

• 0–2 titled assets in one state

• You want a clean, simple plan without extra complexity

You walk away with:

• Family avoids probate and gets faster access to funds

• One trusted decision-maker clearly in charge if you’re unable

• Home + key accounts properly titled so the plan actually works

Includes:
Irrevocable Living Trust • Pour-Over Will • Financial & Medical POAs • HIPAA • Funding Map • Recording of 1 deed • Guidance for up to 2 titled accounts

Growth — $7,500 (Most chosen)

Best for:

• Minor kids or blended family dynamics

• Multiple assets or a business interest

• Wanting stronger privacy + long-term guardrails

You walk away with:

• A private plan with fewer surprises and fewer cooks in your business

• Clear rules for who gets what, when, and how (esp. for kids)

• Faster, cleaner funding across your accounts

Includes:
Everything in Launch plus: Trust Protector language • Assignment of 1 business interest • Up to 3 deeds recorded • Beneficiary/titling coordination for up to 5 accounts

Dynasty — $10,000

Best for:

• Multi-state real estate or multiple companies

• Special-needs, spendthrift, or multi-gen planning

• Wanting maximum control, privacy, and smooth succession

You walk away with:

• Structure to operate, transfer, and protect across states and entities

• Protection for vulnerable heirs while covering essentials

• A Successor Trustee Playbook so your team knows what to do on Day 1

Includes:
Everything in Growth plus: Second trust or irrevocable layer (as needed) • Advanced provisions • Assignments for up to 2 entities • Up to 4 deeds recorded • Multi-state coordination • Successor Trustee Playbook