A 15-minute Prep Call with our Intake Team to understand your goals and needs
2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Cynthia Pyfrom
Cynthia has worked exclusively in family law litigation for over 20 years (8 years as a Paralegal, and 13 years as an attorney). In 2020, Cynthia went through a life-altering loss when her older brother and father both suddenly passed away within 48 hours of each other. Although her father did do some planning, it was not clear, concise, nor easily manageable. Cynthia had to navigate the probate process in another State all by herself - being the only remaining child of her father. Luckily, she had the help of an attorney who prepared her father’s paperwork; however, it was not updated nor all-inclusive of what her father had. That entire experience, on top of dealing with such a significant loss and experiencing the overwhelming grief that comes with it, made Cynthia determined to find a way to help others avoid the nightmare she had experienced. That is when Cynthia started the path to handling Estate Planning. Cynthia is eager to help you plan for your future, your families & loved ones, and ensure your legacy lives on.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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