Estate Planning that Works
Life & Legacy Planning
There are two things certain in life: we’re all born, and we all die. The rest is a mystery. But, the good news is that facing death with our eyes wide open will lead us to live our best lives — and be the best parents, business owners, and humans possible — regardless of what comes our way, or when death comes for us.
And that is what Life & Legacy Planning is all about.
Your Life & Legacy Plan begins with a Family Wealth Planning Session that guides you to look at everything you have, and everyone you love, as if you were going to die tomorrow — so you can get clear on what you need to have in place to leave a legacy that is as mess-free as possible for the people you love most.
Personal Family Lawyer Founder, Ali Katz, tells how Life and Legacy planning differs from traditional estate planning and can make all the difference when it matters most.
Unlike traditional estate plans, a Life & Legacy Plan is designed to grow and change with you. Your dedicated Personal Family Lawyer makes that possible.
Your PFL isn’t just a one-time document creator. They are your trusted, lifelong counsel who works with you to ensure your family benefits from the legacy you’ve built.
You need a
Life & Legacy Plan.
Leave your family with the support they need to make the important legal and financial decisions when you’re not there to guide them. Receive expert, caring counsel from your trusted legal advisor to make a lifetime of wise, forward-thinking choices for you and the people you love.
Your PFL isn’t just a one-and-done document creator. Your PFL is your trusted, lifelong guide who works with you to ensure your family stays out of court and conflict and grows even closer as a result of the legacy you’re creating.
Life and Legacy Planning is a process of looking at all of your legal and financial decisions through the lens of our heart-centered decision-making methodology that clarifies what matters most to you when it comes to love, money, life and death. It goes beyond traditional “transactional” or “one-off/documents focused” estate planning to ensure a lifetime of wise legal and financial choices, and that you’ve left your loved one’s with a legacy of guidance and support.
Search our directory for your PFL.
Schedule aFamily Wealth Planning Session.
Meet with your new PFL to determine the best path forward when planning for your legacy.
Know you’ve made the right choices for the people you love.
You can rest assured that your family will be supported and cared for if something were to happen to you.
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