Coordinated Estate Planning for Business Owners

 You receive a guided estate planning process that results in three core documents: a Last Will and Testament, a Medical Directive, and a Durable Power of Attorney for financial matters. In addition to the documents themselves, the program includes three structured coaching sessions designed to help you understand your options, make informed decisions, and ensure everything works together as a coordinated plan. The focus is not just on producing documents, but on making sure you are confident in how your plan works.

Most online services rely on self‑directed questionnaires and automated document generation. This program is different because it combines professional drafting with live, guided review sessions. You are not left to guess how documents operate or whether they are appropriate for your situation. Instead, you have the opportunity to ask questions, review drafts together, and make adjustments so the final documents accurately reflect your intentions and are coordinated with your personal and business circumstances.

The program is designed to move efficiently without rushing important decisions. Most clients complete the process within a few weeks, depending on how quickly intake information is provided and sessions are scheduled. The structure allows time for thoughtful review and refinement, rather than pushing documents through without proper consideration. The goal is clarity and confidence, not speed for its own sake.

Yes. This program is specifically designed for individuals who want foundational estate planning done well, even if their situation feels straightforward. In fact, many problems arise when “simple” planning is handled informally or without proper coordination. If you want clear authority, predictable outcomes, and documents that actually work when needed—without unnecessary complexity—this program is a good fit.

Absolutely! And that is a great idea! You will be given the option in the checkout process to add a family member to this program. If attached to your program at the time of purchase, the cost is $697.00 offering you a significant savings compared to two individuals purchasing separate plans. I offer this primarily as an incentive to help you coordinate plans among close family members.  

As an add-on to this program, I offer select and limited review of essential business documents like company agreements, shareholder agreements, partnership agreements, and bylaws, to confirm that your estate plan coordinates with those agreements. In the event there is friction, I point that out, as well as make recommendations for how that friction might best be addressed. If attached to your purchase of this program, I offer this added service at a cost of $497.00 primarily as an incentive to plan in a coordinated manner across both estate and business needs.

This program is backed by a full refund guarantee. If you complete all required meetings and provide the necessary information and participation throughout the process, and you are still not satisfied with the level of service you receive, you may request a full refund. The program is designed to deliver clarity, coordination, and confidence, and this guarantee reflects a commitment to ensuring that you receive real value from the experience.