Estate planning for people who feel like three toddlers in a trench coat.
Clear guidance, step-by-step support, and a plan that actually works when it’s needed.
If this feels overwhelming, that makes sense.
Most of our clients come to us feeling some version of this:
“I know I should deal with this, but I don’t even know where to start.”
“I’m worried something will happen before I get my act together.”
“I don’t want to screw this up or get scammed.”
“I’m functioning… but barely.”
You are not lazy.
You are not irresponsible.
You are human.
Estate planning is confusing, emotional, and easy to avoid—especially when no one explains it clearly or stays with you through the process.
Most estate plans don’t fail because people did nothing.
They fail because life keeps changing—and the plan doesn’t.
We see this every day in real life:
Documents signed years ago that no longer fit the family
Wills and trusts no one can find
Plans that were never fully completed
Assets that never made it where they were supposed to go
On paper, everything looked “done.”
In reality, the plan quietly stopped working.
That’s not a personal failure.
It’s a broken system.
We built a different kind of estate planning practice.
Instead of treating estate planning as a one-time transaction, we treat it as an ongoing relationship.
That means we don’t just:
❌ draft documents
❌ hand you a stack of papers
❌ say “call us if something changes” and hope for the best
We:
✔ help you understand what actually applies to your life
✔ guide you through decisions step by step
✔ make sure things actually get finished
✔ stay involved as life changes
You don’t have to remember everything.
You don’t have to know what you need.
You don’t have to do this alone.
Why we use a membership model
We moved to a membership model because it reflects how real life works.
Life doesn’t change on a neat schedule.
And most people don’t wake up excited to “review their estate plan.”
Membership allows us to:
stay connected instead of disappearing after signing
catch problems before they turn into disasters
support neurodivergent, overwhelmed, and busy clients
make sure your plan still works when it’s actually needed
During your first year, we focus on getting everything set up and aligned. After that, you can choose ongoing support at a reduced rate—or step away, knowing you still have access to periodic reviews.
No pressure.
No guilt.
No “you should have called sooner.”
This is for you if…
You feel behind, overwhelmed, or unsure where to start
You want help, not judgment
You’d rather go on vacation than think about this—but know you need to
You want someone to walk with you, not hand you paperwork and disappear
You care deeply about not leaving a mess behind
This may not be the right fit if you want the cheapest documents possible, prefer DIY solutions, or are looking for a one-time transaction with no ongoing support—and that’s okay.
What happens when you reach out
The first step is a planning conversation—not a test, not a sales pitch, and not something you need to prepare for.
We’ll talk about:
what’s worrying you most
what your life actually looks like right now
what kind of support would help you feel calmer and more prepared
You don’t need to be organized.
You don’t need to know the right words.
You just need to show up.
We’ll take it from there.
You don’t have to become a “real adult” overnight.
Even if you’ve been avoiding this for years. Especially then.
You just need a place to start—and someone who will stay with you.