Who we are
A plan that still works in ten years, not just on signing day.
Most estate plans do not fail on the day they are signed. They fail quietly, years later, because nothing was ever kept current. We built this firm around the part that comes after.
If this sounds familiar
You sign the papers. The binder goes in a drawer.
If you have worked with a lawyer before, some of this will sound familiar. You sit down for something that should be straightforward, and it arrives wrapped in language you cannot follow. You nod along. You sign. You take home a binder, put it somewhere safe, and cross off an item you have been carrying on a list for years.
Months later you remember you were supposed to move your bank accounts into the trust. You get to the bank and cannot recall what you were told. You call the office, leave a voicemail, and wait. Life keeps moving. The account never gets moved.
What usually happens next
Then the bill arrives for the phone call.
Fifteen minutes on the phone, invoiced three weeks later. You do the math, and you decide not to call again. That one decision quietly ends the relationship that was supposed to keep your plan alive.
So you refinance the house and do not mention it. Your children outgrow the guardians you named. The tax law changes and you assume someone would have written if it mattered. Years later your family finds the binder, and everything in it describes a life you were no longer living. The plan that was supposed to keep them out of court becomes the reason they are standing in one.
How we work
We built the firm around the part that comes after.
You are busy. You want this handled, handled correctly, and not turned into a second job. So we made the maintenance our problem instead of yours.
The fee is flat and agreed before any work begins, and it covers the questions you have afterward. There is no meter running while you ask something. Calling us should not be a decision you weigh.
We also do the work that most plans never get. Assets actually retitled. Beneficiary forms actually checked against the plan and corrected where they contradict it. And when your life changes, a house sold, a child born, a business started, we look again and tell you plainly whether anything needs to move. When the law changes in a way that touches your plan, you hear it from us.
When you call, you are not waiting days for a callback. You get an answer, and if the question needs a real conversation we put it on the calendar rather than trading voicemails about it.
More than money
The part your family will actually keep.
Think about your grandparents. You may know roughly what they owned. Do you know what they believed, what they learned the hard way, or why they made the decisions they made? Most people do not, and that loss is permanent.
Financial wealth matters. It is also the smallest thing you leave behind. Every plan we build includes a way to record the rest: your values, your stories, and the reasoning behind the choices you are making, so the people you love inherit more than a balance.
Common questions
The things people actually ask
Am I going to get a bill every time I call with a question?
No. The fee is flat, agreed before the work starts, and it covers the questions that come afterward. The traditional model, where a short phone call turns into an invoice three weeks later, teaches clients not to call. That is exactly backwards. The calls are how a plan stays true to your life.
I already have a plan from another lawyer. Is it worth having someone else look at it?
If it has not been touched in several years, yes. We will read what you have, tell you what still works, and tell you what has gone stale. Sometimes the answer is that your plan is fine and you should go enjoy your afternoon. You will get that answer just as plainly as any other.
What actually happens after I sign?
The signing is the middle of the job, not the end. Assets get retitled. Beneficiary designations get checked against the plan and corrected where they contradict it. You find out where the documents live and who can reach them. A plan is only real once the ownership of your property matches what the documents say.
Is the first meeting going to be a sales pitch?
It is a working session. We go through what you own and what would actually happen to it, and if the honest answer is that you need less than you came in expecting, that is what we will tell you. We would rather lose the larger fee than sell you planning you do not need.
Want to know whether your plan still works?
Fifteen minutes on the phone, no charge, and no obligation to book anything afterward.