START YOUR ESTATE PLAN TODAY
Create a Life & Legacy Plan with your Personal Family Lawyer.
The Planning Session is your starting point for building your Life and Legacy Plan. You'll get educated on what it takes to protect your family, what your options are, how your family dynamics affect your plan, and your options for creating the right plan for your family at the right budget for you.
With the counsel of your Personal Family Lawyer, you will have the confidence of knowing you have a plan for everything you value without leaving a mess for the ones you love.
Search our directory for your PFL.
Use our search tool to locate a professional, certified, Personal Family Lawyer in your area.
Schedule Your Planning Session.
Connect with your PFL by phone, video chat, or in-person to assess your family dynamics, assets, and your budget.
Rely on a trusted source.
You and your family will feel comfortable reaching out to your PFL with any questions at any time. It’s about finding the relationship that works best for you.
The planning you can expect from your PFL.
Life & Legacy Planning
Define the future of your legacy with someone who knows how to protect what’s most important to you.
Kids Protection Planning
A way to comprehensively safeguard your children in both the short-term and long-term.
LIFTed Business Advising
You’ve poured time, energy, and money into your business. Now, whether it’s time to grow or time to sell, we can help you plan the next step.
Frequently asked questions
How long is a plan good for?
It depends on how your life changes, the law changes, and your assets change. We recommend a review of your plan at least every three years, or whenever you have changes in your life or assets. In addition, we recommend that your asset inventory stays up to date at least annually, and of course every time there is a change in your assets.
Should my plan change when I retire?
At the very least, you should review your plan with your Personal Family Lawyer when you retire, or when you have any significant life event.
How do I assign guardianship of my children to someone?
So glad you are asking this question because naming legal guardians for your minor children, or child with special needs, is a critical piece of good parenting. With our Kids Protection Plan process, we'll name legal guardians in such a way as to ensure that your children will never be taken into the care of strangers, or anyone you would never want raising your children. If you have minor children at home, and haven't ever legally named guardians for them, use the Kids Protection Plan website to name legal guardians at no cost, here.
What if I’m not rich enough?
It’s a false perception that estate planning is just about financial wealth. Your estate plan may be even more important if you don't have a lot. If you aren’t sure if you need a lawyer to guide you through the estate planning process, and to help you make eyes wide open legal, insurance, financial and tax decisions throughout life, begin with our free training on this website, or read the book "Wear Clean Underwear" so you can learn what you can do yourself and what you need to choose a lawyer to help you with.
What if the law changes, will my legacy remain intact?
Not necessarily. That’s why it’s important to work with an attorney who has the PFL systems and processes in place, and who will help ensure your plan stays current as laws change.
What should be included in my estate plan?
In short, everything! That is why we offer you the Personal Resource Map so you can inventory all the aspects of your life to make sure that what you care about is cared for.
How do I divide my assets?
These are tough decisions for any person, and why our Life and Legacy Planning Process is built the way it is. You’re not just filling out documents. You are getting heart-centered counsel to make the big decisions you need to make.
What if I’m single?
If you are single, it's even more important to plan because you the person or people you want to make decisions for you and handle your affairs may be different than what the state's default plan would provide.
Every adult needs a plan for their own care and the care of who and what they love. Be sure to watch to our training on estate planning for single people to determine what you can do yourself, and what you need a lawyer to work with you on.