The Legacy by Design Experience
Estate planning shouldn’t feel rushed or transactional. We guide you from your Legacy Starter Session through Peace of Mind & Beyond with clarity, care, and your values at every step.
Here’s what that journey looks like…
Consultation and Onboarding
Legacy Starter Session
It begins with a 45-minute conversation about your goals, your questions, and your vision. No pressure. No legalese. Just clarity, connection, and a real plan for moving forward. Whether you’re thinking ahead for your children, your parents, or your own peace of mind, I meet you where you are and we go from there.
Intake & Document Collection
Once you’re ready to move forward, you share your family information, financial details, and closely held values through a simple intake process. I gather everything we need to start crafting your personalized plan.
Vision and Design
Design Meeting
I guide you through a thoughtful discovery process. Together we co-dream and co-design - mapping your unique legacy framework of values, roles, and legal tools. Legal tools are chosen because of your vision, not the other way around.
Legal Strategy
Behind the scenes, I align the legal structure with your vision, ensuring every detail honors what matters most to you.
Drafting and Review
Drafting Period
I draft your wills, trusts, powers of attorney, and other custom legacy tools.
Quality Review
A rigorous internal check is performed to ensure your plan is accurate, comprehensive, and heart-centered.
Client Review & Final Revisions
We’ll review your documents together, walk through what they mean, and make any edits needed. I want you to feel confident and clear, not overwhelmed with legal jargon.
Signing & Securing Your Legacy
I coordinate signing, help with notarization, and deliver your plan in a secure, accessible format. Whether printed or digital, your legacy will be something you can share with the people who matter most.
Peace of Mind & Beyond
Your legacy plan is built to last, but life doesn’t stand still. That’s why every plan includes a complimentary milestone check-in (typically around the one-year mark). If things change—whether it’s your family, your assets, or your vision—you’re always welcome to reach back out for updates, guidance, or peace of mind.