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

Why it matters.

Planning is something you do for the people you love. Yes, you benefit too. But the real benefit is to the people who will take care of you and everything you care about, when you can’t. By the time those people need the planning you did (or didn’t do), you’ll either be unable to make decisions for yourself or have passed on.

If you don't plan at all, someone will have to start from scratch, go to court, get appointed as your representative, find what you have, gather it all, and distribute it. It can take months or years, and they are likely to overlook assets you worked hard to create, and that could end up lost to the government, predators, or scammers.

If you plan with a traditional planning professional, your plan is likely to fail leaving the people you named to handle things for you - perhaps your spouse, or children, or partner or friends - scrambling.

There’s very little accountability for failed planning because it’s very easy for old-school advisors to blame the client who now can’t communicate or is no longer living, and it’s easy for those left behind to think “Well, they just never got around to handling it properly.”

But often that’s simply not true. What is true is that the lawyer they hired left the job undone.

This is why Personal Family Lawyer® exists.

What we plan for.

We plan for all the people who matter to you, and the assets you’ll leave behind.  When you create your estate plan with a Personal Family Lawyer, using our Life & Legacy Planning® process, it’s about cleaning up the mess you’ll leave behind for the people you love, before they have to deal with it themselves. 

How we plan.

Every Life & Legacy Plan is unique, driven by your personal relationships, family dynamics, assets, risk factors, and budget. We work with you to map out the most likely scenarios for you and plan for each as life, the law, and your assets change over time.

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.

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Far too many estate plans end-up unfinished, unsigned, or out-of-date, leaving families in court and in conflict.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.