Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Idaho, Utah
Hi. I’m Tatyana Gray. I am an estate planning attorney. I specialize in helping parents with kids at home. My focus is on asset protection, wealth building, and personal finance.
I am a planner by nature, and I spent my first five years in practice focusing on estate planning. I took the next ten years to stay at home and dedicate myself full-time to raising my children. With both of my kids off to school, I am excited to be back in practice, with more understanding of family needs, dynamics, and goals.
As a mom of two young kids, I love working with other parents and take their dreams and worries for the future to heart. Together, we work to design solutions that best match each family’s circumstances, whether it’s a traditional or a blended family, paying particular attention to kids with special needs and disabilities. I also have a warm spot in my heart for Christian and homeschooling families.
When you work with me, you will not only have your documents prepared, but also will get your finances organized, your plans actually implemented, and your follow-up care booked. I believe that every family deserves to have a customized estate plan at a flat fee.
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute initial consultation.