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.

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What Happens after the Family Wealth Planning Session?

After you’ve taken an honest look at your life and love and desired legacy, you will work with your Personal Family Lawyer® to create exactly the legal documents you need and a roadmap for the people you choose so they can easily find what you have, and know exactly what to do with it. Your people won’t have to wonder, worry, or stress during a time of grief and loss. They’ll know how to easily take care of what matters most.

Your Life & Legacy Plan is much more than a stack of papers you’ll stick on a shelf and never look at again. Yes, your plan will include a will, health care directive, and power of attorney, and maybe a trust and legal guardian nominations, too. But, far more important than all of that are all the pieces that don’t get covered by cheap legal or DIY online legal template services: the parts that ensure your plan works when your family needs it.

Your Life & Legacy Plan is the gift of love you leave for your family (chosen or blood) that shows them just how much you care.

But don’t I just need a will or a trust?

Two-thirds of American families know they need end-of-life planning but haven’t gotten around to it yet. Why? Because our lives are beyond full, and creating a will is the thing we can procrastinate with ease because who wants to think about death, really?

You are more likely to either not complete or not sign a will or trust created by a cheap legal or DIY estate planning lawyer. Do you have an unsigned will in your computer somewhere? If so, it won’t work.

Or, if you do get it done, it’s unlikely to get updated, or to cover your assets, so that the plan works when it’s needed.

And, it most certainly won’t pass on more than just your money. Heck, it may not even keep your family out of court or conflict.

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.

All families are vulnerableto conflict

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.

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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.

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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 Family Wealth Planning Session.

Meet with your new PFL to determine the best path forward when planning for your legacy.

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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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The Fernandes Family,
Los Angeles, CA
All the years that I worried about that issue are now over and I feel secure knowing that my kids are in good hands, and the hands we want, if we can't be here for them. Priceless!”

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Naureen Rahman

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Reflections Life Planning, LLC
Raina Bonds

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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Pamela Starsia

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WV Estate Plan
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Sage Legal, PLLC
Bryn Karaus

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Give your family what they need when the inevitable happens.

To start your Life and Legacy Plan, find out what you can do on your own, what you need a lawyer for, and if you're going to DIY, how to do it the right way. With our FREE training you can learn the right way to get started.