Estate planning for Central Florida families
Who takes care of your kids if something happens to you?
We help you decide who raises your children, where your assets go, and how your family stays out of court. Built once, maintained for life.
Three reasons families call us
Guardianship. Assets. Court.
Guardianship
Who raises your kids if you can't. Short-term and long-term guardians, named by you, not decided by a judge.
See the Kid's Protection PlanAssets
What happens to your house, your accounts, and everything else you own. Decided in advance, in writing.
Court
Keep your family out of probate court. A trust moves things directly to the people you choose.
How it works
Five meetings. No surprises.
Every plan follows the same path, from the first conversation about your kids to the day we record your Legacy Interview.
- 1
Kids' Protection Planning Session
We talk about your kids first, not your assets.
Two hours. No documents yet. We ask who raises your children if something happens to you, and how you want them cared for in the meantime.
- 2
Family Wealth Planning Session
We map what you own and what you want to happen to it.
We walk through your house, accounts, business, and anything else you hold, and talk through what you want each thing to do for your family.
- 3
Design Meeting
We show you the plan before you sign anything.
You see the actual structure of your plan in plain language, so nothing at the signing table is a surprise.
- 4
Signing Ceremony
We sign the documents together, in person.
Every document gets explained again as you sign it. You leave knowing exactly what you signed and why.
- 5
Final Meeting
We fund your trust and record your Legacy Interview.
We finish titling your assets into your plan so it actually works, and we sit down with a camera and talk about your family's history, values, and story, so your kids have more than paperwork.
What makes us different
We record your story, not just your signature.
At your Final Meeting, we sit down with a camera and ask about your family's history, your values, and how you met the people you love. Your kids get more than paperwork. They get you, telling them what mattered.
For business owners
Own a business? Your plan needs one more piece.
Succession, entity structure, and buy-sell agreements, built alongside your family plan, not instead of it.
What families say
Client stories, coming soon.
We're gathering real stories from families we've worked with, shared only with their written permission. Until then, hear it directly from us at your consultation.
Let's start with who raises your kids.
Two hours, no cost, no documents yet. We just talk about your family.
Wills · Trusts · Guardian Planning · Asset Protection