Legacy isn’t just paperwork—it’s the intentional transfer of values, wealth, and protection for the people you love.
This consultation provides educational, non-legal guidance to help you understand the tools available in the estate-planning space (like wills, trusts, decision-makers, and beneficiaries) so you can make informed choices with your attorney.
We help you clarify your wishes, organize key information, and prepare for a smoother, more empowered experience when working with licensed professionals.
If you want to build generational security without the overwhelm, this is where your legacy planning journey begins.