The people, causes, and places after you.
The best time to plan the handoff is long before it's needed.
Nobody wants to spend a Tuesday talking about the end. We get it. But the estate work we can do in your 50s, 60s, and 70s is almost always easier, cheaper, and more thoughtful than the version that happens under pressure.
The goal isn't a thick binder. The goal is: when something happens, your family knows what to do, the accounts pay the right people without a year in court, and the parts of you that want to outlive you — the house on the lake, the kids' education, a cause, a business — actually do.
We're not your attorney. We're the person who makes sure the attorney's work matches your life.
Most people have estate documents from 2008 that no longer reflect who they're married to, who their kids are, or what they own. Or the documents are current — but the beneficiary designations on their IRA and 401(k) override the will, and nobody noticed. That's the kind of gap we catch.
What we do: read your existing documents, line them up against your actual financial picture, and tell you what's missing or out of date. When something needs to be drafted or redrafted, we bring in attorneys. We have a short list of people we trust in Columbus and Phenix City, and we'll gladly introduce you — or work with yours.
What we don't do: draft wills, probate estates, or charge a legal fee. Those are the attorney's job, and we'd rather you have a good one than try to be one ourselves.
What almost everyone actually needs.
Four foundations, plus a few that may or may not apply. We'll tell you which of those matter for you — most of them won't.
Will
Durable power of attorney
Healthcare directive
Beneficiary designations
Revocable trust
Gifting strategy
Charitable planning
Documents are the easy part.
Talking about it is the hard part.
Have the conversation
Put it somewhere they'll find it
Revisit every few years
This conversation isn't rushed. It isn't morbid. It's one of the most useful things a family ever does together.
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