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WHAT IS A PERSONAL FAMILY LAWYER®?

Your trusted guide for a lifetime of wise legal and financial decisions.

The long-term, heart-centered counsel you and your family need, want and deserve.

In a sea of advisors vying for your attention (and your money) how do you know who to trust? 

Look under the hood ... 

Every Personal Family Lawyer® firm has built their business in service to educating and supporting you to understand the impact of your legal and financial decisions, both now and for generations into the future. Their success is aligned with yours.

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Personal Family Lawyer® Founder, Ali Katz
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Even "must have" DOCUMENTS ARE NOT ENOUGH

The trusted advisor your family can turn to through life, and beyond.

In the event of your incapacity or death, your estate planning binder, will or trust won't be there to guide your family. Instead, you want to leave your loved ones with the support and guidance of a trusted advisor that you have built relationship with throughout your lifetime.

Your PFL gets to know the nuances of your family dynamics and your assets and how the law and economy will impact what matters most to you.

Your PFL will be there for you throughout your life and for your loved ones when you can’t be.

Giving-Advice

Wills, trusts, health care directives, powers of attorney AND the support to make sure they actually work

Online legal services can help you create a will or a trust, but they can’t account for the unique reality of your assets, and family dynamics.

Without regular updating, review and counsel, your will or trust is likely to FAIL the people who need it, when they need it. Don't leave your family with a mess.

Creating your estate plan with a Personal Family Lawyer ensures there will be no confusion, disputes, lost assets or expensive, unnecessary court proceedings, when it really matters.

Estate planning isn't something you do for yourself; it's what you do for the people you love. So don't leave your loved one's with a set of outdated documents or a confusing mess.

Leave the people you love with the support of a PFL is the right thing to do.

Get started with a Life & Legacy Planning Session.

Keep your family out of court, out of conflict, and ensure your loved one's know what you have, where it is and how to find it.

Your Personal Family Lawyer uses a proprietary education and counseling process to guide you to see what you have and understand what you need, taking into consideration your unique family dynamics, your assets, and your budget.

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Search our directory for your PFL.

Find a Personal Family Lawyer in your community who’s right for you.

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Schedule a Life & Legacy Planning Session.

Connect with your PFL by phone, video, or in-person to assess your family dynamics, assets, & budget.

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Rely on a trusted source.

Reach out to your PFL for guidance throughout your life. It’s about life, legacy and love.

The support you can expect
from your Personal Family Lawyer®

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Life & Legacy Planning

Define your legacy with a guide who knows how to help you plan for what’s most important to you.

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Kids Protection Planning

Ensure your kids are raised by the people you want, in the way you want, and never taken into the care of strangers or anyone you wouldn’t want raising them.

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LIFTed Business Advising

You’ve poured your time, energy, attention and money into your business (or you're about to start). Now, whether it’s time to grow or time to sell, we can help you plan the next step.

The PFL® Promise

Estate planning to keep your family out of court and conflict—with a lawyer you love, flat fees you choose, and peace of mind guaranteed.

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How you hire a Personal Family Lawyer.

It starts with education.  Every PFL firm begins their work with you by guiding you to look at what you have, where it is, and what really matters to you before ever drafting a single document.

You choose the right plan for you based on your family dynamics, your assets, and your budget. 

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What we protect.

Only what matters to you.  Our Life & Legacy Planning process guides you to look at what you have, and ensures everything from your financial assets to your values, insights, stories and experience are planned for, preserved and shared the way you choose.

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How we plan.

Counseling is at the heart of our planning process. Our systems are designed to provide you with the relief of knowing you've done the right thing by the people you love, and that your planning will continue to evolve as your life, the law, and your assets change over time.

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What you see.

Systems, Processes + Flat Fees … from the moment you call our office, you’ll see we have a plan to help you plan and choose the right plan for you and your family. And, you’ll never be surprised by an unexpected invoice. All of our fees are flat fees, agreed to in advance, based on your choices and No Surprises, ensuring the transparency required to stay on the same side of the table, every step of the way.

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How we deliver.

Far too many estate plans end-up unfinished, unsigned, or out-of-date, leaving families in court and in conflict. We ensure you mitigate the biggest risks of traditional estate planning: procrastination and neglect. Our 3-Meeting Planning + Yearly Review Process is designed to ensure you not only get your planning done, but that your plan stays up to date as your life changes.

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Schedule your Life & Legacy Planning Session with
a Personal Family Lawyer® firm in your state.

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Hi, I’m Pam Starsia. I became a Personal Family Lawyer because I’m passionate about educating and empowering people to create estate, life, ...

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Juniper Law, PLLC

I became a Personal Family Lawyer to help people like you and families like yours plan for the future. Facing the potential for incapacity a...

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Das Law, PLLC

Let’s talk about your death . . . or incapacity. If something unfortunate happens, what will happen to your assets that you’ve worked so har...

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Legacy Lawyers, PLLC

Hi. I’m John W. Heck. I became a Personal Family Lawyer because I have seen the consequences of failed estate planning in my immediate famil...

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Edris Law

In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strat...

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Brown Law Offices

Lisa Brown Esq. is the principal attorney for Brown Law Offices. She received her J.D. from The George Washington University Law School and ...

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Millennium Attorney

Naureen Rahman has been practicing law for over twenty years in the Maryland, DC-Metropolitan area. She has practiced across numerous sector...

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Reflections Life Planning, LLC

I love being able to guide my clients through a unique planning process that empowers them to live a financially fulfilling life now while e...

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I am an attorney dedicated to helping families in Virginia navigate the world of estate planning. With over 22 years of legal experience, I'...

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Heart-centered counseling ... from a lawyer you'll love.

The lawyer you choose to guide your family's decisions could be one of the most important choices you ever make.

Until you are stuck in a legal mess that could have been avoided, it can be hard to understand the significant impact your choice of lawyer can make in your life.

If you've ever been in a legal process, you know. If you haven't, let's try to keep it that way. Or, minimize the cost if you do find yourself in a sticky situation.

Your choice of lawyer -- or not having chosen a lawyer until you are in the middle of a mess -- is the #1 determiner of the time, energy, attention and money cost of a legal process.

Think of the last time you left a lawyer's office.

Did you leave saying to yourself “wow, that was amazing. I feel like a better parent, a better business owner, or even just a better human! And, I can relax knowing I’ve got a trusted and objective advisor to walk by my side throughout life.”

Probably not.

We were taught to push one-size fits all templated estate plans using documents that we could “search and replace” to create. That kind of planning failed my father-in-law, and my father (and ultimately me and my kids), and I committed to creating a better way.

Life & Legacy Planning, Kids Protection Planning, and LIFTed Business Advising are the outcomes of what I created to serve you in the ways I wish I had been served by trusted counsel as I raised my kids and built my businesses.

It all begins with a Life & Legacy Planning Session (or a LIFT Business Breakthrough Session, if you have a business) as the first step to you and your family being guided and supported by a lawyer you can love, and a plan you can count on…for life.

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Ali Katz
https://www.thealikatz.com/
Personal Family Lawyer® +
Founder + CEO,
Eyes Wide Open Collective

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First, know what you need.

Watch our free training to know what you can do yourself and what you need a lawyer to do with you. At the end of our training, you get to build and print your own Personal Resource Map -- a tool to guide your family to know what you have and where to find it in a time of crisis.