DO I NEED AN ESTATE PLAN?

Start with a
Family Wealth Planning Session

If you have any complexity in your life: minor children or children with special needs, a business, a senior parent with assets that you don’t want to be lost to the government or stuck in court, an unmarried partner or friends you love, a second marriage … you cannot rely on the state’s plan for you, or even DIY estate planning documents or a lawyer who will give you a one-size fits all “cheap legal” plan.

Starting your path to a lifetime of wise legal and financial decisions with a Family Wealth Planning Session is the answer to clarity and certainty in a highly complex world.

Who needs an Estate Planner?

Your Family is unique,
your plan should be too.

From the very first phone call, your PFL will guide you and your family to create a Life & Legacy Plan that is unique to your family dynamics and assets now, and will be there for you and your loved ones, when you need them most.

Families need estate planning

Families

Who have children and assets they want to create a plan for so their loved ones stay out of court and conflict.

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Singe people need estate planning

Singles

Who want to be sure their legal and financial decisions are made by the people they choose, in the way they choose.

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Couples and life partners need Estate Planning

Couples

Who want to ensure the person they love most will have everything necessary to ensure grace and ease at a time of grief and loss.

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Senior Estate Planning

Seniors

Who want a plan for their own long-term care and to protect what they’ve worked so hard to build for the people they love.

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Business Owners need Estate Planning

Business Owners

Who want to leave their families, their team, their clients and their partners with a clear plan for when they can’t be there.

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Life can be
unpredictable.

Online legal services can help you create generic end-of-life documents, but they can’t account for the unique challenges your family will face should you become incapacitated or die. Proactive planning is the best defense against confusion, disputes, and expensive, unnecessary court proceedings.

The Family Wealth Planning Session is an up to 2-hour working meeting with a Personal Family Lawyer® to support you to make educated, informed, eyes wide open decisions about the legal planning you need for yourself and the people you love. At the end of this meeting, you will know exactly what to do to keep your loved one’s out of court, out of conflict, and supported through a lifetime of wise legal and financial decisions.

Life is full of uncertainty.
Ensure the people you love will be legally protected

Ensure the people you love have somewhere to turn.

Beginning a trusted advisor relationship with your own personal lawyer during your lifetime is the only way to ensure that you or the people you love don’t get stuck in an unnecessary and expensive court process, or lose assets to the government, or surprise conflict.
If you become incapacitated or die without a trusted advisor relationship already in place, your loved ones will be scrambling to figure out what to do, where to turn, and how to get support during a time of grief and confusion. This is one of the greatest costs to families, and if you don’t want to impose that cost on the people you love, start with a Family Wealth Planning Session today.

START YOUR ESTATE PLAN TODAY

Create a Life & Legacy Plan with your Personal Family Lawyer.

The Family Wealth 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 to move forward.

With the counsel of your Personal Family Lawyer, you can have the confidence to have a plan for everything you value without leaving a mess for the ones you love.

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Search our directory for your PFL.

Use our search tool to locate a professional, certified, Personal Family Lawyer in your area.

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Schedule Family Wealth Planning Session.

Connect with your PFL by phone, video chat, or in-person to assess your family dynamics, assets, and your budget.

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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 and Legacy Planning.

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

Kids Protection Planning

A way to comprehensively safeguard your children in both the short-term and long-term.

LIFT business advising

LIFT 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. All plans need to be updated regularly otherwise they run the risk of not following your wishes. That’s why PFLs have ongoing service built into their client engagement model.

Should my plan change when I retire?

Potentially. Any major life change can precipitate a need to change your estate plan.

How do I assign guardianship of my children to someone?

This is a great question and shows you are considering the exact things your Personal Family lawyer will guide you through during your Family Wealth Planning Session.

What if I’m not rich enough?

It’s a false perception that wealth and estate planning go together. We measure Family Wealth quite broadly to include everything you value. And a Life and Legacy Plan is built to address all of those things, not just financial wealth. 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 Masterclass on this website, 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 with PFL training who will help you 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 that you can inventory all the aspects of your financial 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?

Marital status doesn’t preclude you from having to face incapacity and death. Every person needs a plan for how what they value will be cared for, no matter what your family circumstances. In some ways, estate planning is even more important if you are single because the state’s “default legal plan” may not be what you would choose for yourself, and the people you love. Be sure to listen to our Masterclass on estate planning for single people to determine what you can do yourself, and what you need a lawyer to work with you on.

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Everything you need to start planning today.

Use our PFL directory to find the right Personal Family Lawyer for you and the people you love.