Estate Planning

Structured Legacy Planning

Our system will empower you to ensure that your loved ones are protected.

Gain the confidence and peace of mind that comes from knowing your family will be taken care of.

We Make Estate Planning

Simple and Convenient

Congratulations on taking the first steps toward protecting your loved ones and preserving your legacy. Estate planning is truly one of the most meaningful acts of love.

Family is everything. Whether your family is by blood, marriage or blended, we will provide you with a Structured Legacy Plan that works for you.

Through my own personal experiences, I know the blessings of a thorough and well-crafted estate plan and also the tragedy when a solid structure is not planned for properly. I have seen first-hand the importance of planning for unexpected events to make sure your children will be taken care of by the people you choose, and your assets would be available at the times and under the circumstances that you decide.

As an attorney, I bring my education, professional and personal experiences to help you build your Structured Legacy Plan for you and your family.

STARTING . . .  IT’S EASY.

TAKE YOUR FIRST STEP TODAY

Our Structured Legacy Planning system is designed so that your first step is handled exclusively online through our secure Client Portal. In fact, our entire process is designed to save you valuable time and money by using various online tools, including Zoom.

Watch our pre-recorded Webinar

If you want to learn about Estate planning now, watch our pre-recorded webinar.

Watch Webinar

Book a Structured Legacy Planning Session

If you know you are ready to get your estate plan in place, book a one-on-one SLP Session with Scott.

Book Session

Attend a live Webinar

If you want to attend our free Webinar, “Structured Legacy Planning for Busy Families”, register here.

Register

 

Comprehensive Structured Legacy Planning

 

Let’s get it all done!

 

Comprehensive Estate Plans
Revocable Living Trusts
Irrevocable Special Use Trusts
Business Succession Planning
Asset Protection Entities
Non-Citizen Estate Planning
Powers of Attorney
Advance Health Care Directives
Living Wills
Guardians
Last Wills & Testaments

 

BOOK YOUR STRUCTURED LEGACY PLANNING SESSION NOW

Working with us is as easy as a walk in the park!

We want to hear your story.
During your Structure Legacy Planning Session, we’ll discuss your goals and needs for your family’s future. After that, we’ll discuss what will work best for you.

Then We Design!
We’ll jointly design and build a plan during our Design Meeting to implement the results of the Planning Session.

Sit back, breathe and live!
While you focus on your life, we put the design into action and structure your plan.

FREQUENTLY ASKED QUESTION

Many people are under the mistaken belief that Estate Planning consists solely or mainly of preparing a Last Will and Testament. While it is true that a Will can be part of your estate plan, there is so much more that can be done and should be done for your family in the event of your death or incapacity.

The system that we use, called our Structure Legacy Planning, is a simple but efficient and comprehensive process of arranging and managing your family and financial affairs in a way that reflects your personal wishes and goals. It includes:
- Appointing the proper individuals to take care of your children at any point in time on a short-term or long-term basis, in the event you can no longer do so.
- Appointing someone to take care of you and your assets in the event of death or incapacity.
- Creating a structure that clearly designates to whom and how your assets will be distributed when you are gone.

A Structured Legacy Plan is a set of tools (in the form of legal documents) that we design that you can have in place to take care of your family at any point in time that you may not be able to do so.

A Structured Legacy Plan gives you the peace of mind that you a structure in place that your family can rely on.

First of all, not having a SLP means that you will not have the peace of mind described under “What is Estate Planning?”

Second, if you don’t do any planning, then you get the estate plan that your state has written for you! Every state has a default plan for your family and assets in the event of your incapacity or death. I can confidently tell you that this is a plan that you and your family will not like – look at the FAQ “What’s Probate” to get a small glimpse of what the state has provided for you.

Engaging us to provide you with your own Structured Legacy Plan allows you to “opt out” of the state’s default plan, taking control and putting your own wishes in place.

We have an easy, 3-step process designed to have your trust and other estate planning documents created and signed in 6-8 weeks:

The first step is to schedule and attend your Structured Legacy Planning Session via Zoom. You’ll fill out a secure online questionnaire (“Family Profile”) before we meet so we can make the best use of our time together. During this session, you’ll learn all about your options and our flat fees. When you are ready to move forward, we’ll send you an engagement letter and invoice, both of which can be executed online.

The second step is your Structured Legacy Design Meeting. We’ll work with the details of your Family Profile and with you design your trust and other estate planning documents. After this session, I’ll draft your documents and send a copy for your review within a few weeks. We’ll then make any changes or updates you’d like to make. At this point, we’ll coordinate your Signing Ceremony.

Your Signing Ceremony is the final step of the process. After the signing and notarization of your documents, the original documents will be sent to you, organized in a professional binder, along with digital copies.

Our process is designed to complete your documents within 6-8 weeks of your Structured Legacy Planning Session.
Yes, I would be happy to have a brief call with you to answer any questions about our process or other basic questions you may have. However, in most cases nearly all of your questions will be answered during the Structured Legacy Planning Session.

The Family Profile that you will fill out online (see FAQ “What is your Structured Legacy Planning Process”) will walk you through the information that you will need provide to help us create your Plan. But to give you an idea, you will be asked for the following:

Information on your assets, such as the type of asset (real property, bank accounts, retirement accounts, vehicles), along with their approximate value and how title is currently held.

Your preference for who will raise your minor children in case something happens to you and your spouse or partner.

Who will be in charge of your children’s inheritance prior to the point in time that you want the funds to be distributed.

Who you want to make medical and financial decisions for you in the event of your incapacity.

Since you, your family and your circumstances are unique to you, we cannot recommend a package and price until we hold the Structured Legacy Planning Session and review your Family Profile with you. During this session, we discuss all of your options and you will choose the option that works best for your family.

This is certainly an option. But please keep in mind the following two (2) facts.

• A Last Will and Testament will have to go through a Probate Court proceeding. So you should educate yourself on what Probate is along with the costs and pitfalls of Probate. You can start by looking on this page at the FAQ “What is Probate?”

• Legal Zoom and law firms provide two different services. This is why the cost is different. Legal Zoom offers form documents you fill out and execute yourself. It does not give legal advice. An attorney, on the other hand, counsels you and gives you legal advice based on your specific circumstances. We will customize your documents, ensure they are signed with the proper formalities, and pick up the phone when you call with questions. If these things are not important to you, Legal Zoom may be your best option. However, if these things are important to you, you should take the next step to determine if working with us is the right fit for you. Book a Structured Legacy Planning Session here.

No. This is a common misconception. Estate planning is in no way related to how much money you have, whether you are a married, or whether or not you are a parent.

Our Structure Legacy Planning system is a comprehensive process of arranging and managing your family and financial affairs in a way that reflects your personal wishes and goals. This system is based on the fact that your estate plan is not for you – its for your loved ones. And this transcends how much or little money you have.

Most definitely, yes! You need to have a plan in place so that your assets are distributed the way you want, to prevent disagreements among your family members and to make proper arrangements for your health care and management of your finances if you are ever incapacitated.

START YOUR STRUCTURED LEGACY PLAN TODAY!

Protect your family and assets from the comfort of your own home.

 

Book Your Structured Legacy Planning Session Now

Your Structured Legacy Planning Session shall be a 60-minute Zoom call with us. During this session, we kindly invite you to openly share your goals, concerns, and any questions you may have.

Rest assured, we will provide thorough and comprehensive answers tailored to your specific needs.

Your satisfaction and peace of mind are our top priorities, and we are committed to ensuring that your time with us is both informative and comforting.

You will gain a comprehensive understanding of our process and transparent flat fee pricing packages, ensuring you know what’s included and the expected timeline.

If we decide to proceed together, we’ll discuss the next steps.

Regardless of the outcome, our session will leave you well-informed about the essential safeguards your family and assets require.