Estate Planning That Works

Effective estate planning involves more than a will or a trust that you create once, put on a shelf, in a drawer, or on a hard drive, and never look at again. We know all too well that if we sell you one-and-done documents, it’s your family who will suffer.

That is why we don’t just prepare cut-and-paste documents you can create yourself online, but instead guide you through a family-focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets.  This allows us to deliver effective estate plans that work to keep your family out of court and out of conflict.

Having a plan that works also requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.  That’s why every plan that we offer includes complimentary plan reviews every three (3) years to determine what, if any, updates or changes should be made to your plan.

We are also proud to offer our clients the option to enroll in our PFL FamilyCare Program (“FCP”). Our FCP is designed to ensure that your plan shifts, changes and grows with you and your family over time - efficiently, effectively, and affordably.

Our FCP provides the peace of mind to know your plan will work for your family when they need it. Without FCP, your documents can be out of date as soon as something changes in your life, such as a new investment, new account, new property, new asset, new family member - or a changing relationship circumstance.

Look back at your life just three years ago and consider how much has changed. If you created a plan back then, would all your choices and decisions still be the same? Would the inventory of your assets even still apply? Has there been movement in your life, assets, or the law that needs to be incorporated to ensure your plan works for the people you love?

Our FCP is the assurance and peace of mind to know that as your life changes, the law changes, and your assets change, your legal documents, your inventory of assets, and the people you’ve named in your plan will too. The FCP is our commitment to your future and the legacy you'll leave behind.

Here’s what we include with the FCP:

Complimentary Annual Reviews: With our annual review process, we’ll support you to revisit your planning each year efficiently and effectively, so you know that your plan will continue to work for the people you love.

Special Members-Only Pricing for Plan Updates: Life changes, your assets change, and your goals change - so should your estate plan. As a FamilyCare Plan member, you'll be able to make basic changes to your planning documents at no charge as well as receive discounted pricing on more extensive or complex plan updates.

Family Matters: We extend special member-only pricing to your family members because their planning impacts you and your future.

Legacy Interviews: Create a lasting testament of your life, values, and wishes with our annual Life & Legacy Interviews. These interviews guide you to share your stories, wisdom, and messages with your loved ones. These interviews are what your loved ones will cherish most, bar none.

And More: Just like your plan will change over time, so will our FCP - as we’re constantly evolving and adding new benefits to support you.