Private Client Programs
Our Estate Planning Packages are tailored for every stage of your legacy - whether building a foundation or serving as full service family counsel, I’m here to help.
Legacy Essentials
A solid foundation for peace of mind.
Our Legacy Essentials package provides everything you need to establish a personalized estate plan - including your will, a trust, powers of attorney, and health care documents - prepared with care and precision.
Includes:
Comprehensive Estate Planning Documents;
Annual Review and Update Appointment; and
Ongoing phone and email support for brief questions.
Family Stewardship
Designed for families and individuals who value continued guidance and proactive coordination.
We assist not only in maintaining your plan, but also in fostering clarity and harmony among heirs and advisors through guided family meetings and ongoing collaboration with your trusted accountants, financial advisors, and wealth managers to ensure a unified strategy.
Includes everything in Legacy Essentials, plus:
Semi-Annual plan updates and reviews;
Family meeting facilitation (for help explaining your plan to your beneficiaries); and
Coordination with accountants, financial advisors, and wealth managers.
Private Counsel
Our highest level of service - your family’s private legal advisor.
A concierge-style experience for families and individuals seeking comprehensive, ongoing guidance. In addition to all Family Stewardship services, you receive priority access, unlimited updates, and continuous advisory support across personal, financial, and lifestyle matters.
Includes everything in Family Stewardship, plus:
Unlimited Plan Updates;
Priority Response and Private Direct Line;
Ongoing advisory for personal, financial, and lifestyle matters; and
Concierge style sourcing, planning, and advising.