Explore Our Services
Private, family-specific planning for the practical side of estate continuity.
Engagements are privately scoped following an introductory consultation. Founding engagements are currently available on a limited basis.
Private planning for how your estate plan will operate in real life.
Every engagement is family-specific. We focus on operational readiness, role clarity, professional coordination, and practical continuity—not legal drafting, tax advice, investment advice, or custody of assets.
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A focused, standalone review for families who want to understand whether their existing estate plan appears operationally ready to function as intended.
Estate Operator identifies material areas of uncertainty or coordination concern and provides a concise, family-specific findings brief, including matters that may warrant discussion with the family’s independent attorney, CPA, financial advisor, custodian, insurance professional, or other advisor.
The assessment is a standalone diagnostic and does not include the complete family continuity plan.
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A family-specific planning engagement for comparatively straightforward households that want greater operational clarity around an existing estate plan.
The Essentials engagement develops a customized continuity plan designed to help the family and the people it relies upon understand how the plan is intended to function in practice, while leaving legal, tax, accounting, investment, fiduciary, and other regulated advice to the appropriate independent professionals.
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Designed for families with greater operational complexity, including circumstances involving children or dependents, business interests, multiple properties, institutional relationships, multiple jurisdictions, or several people and professionals who must coordinate.
The Comprehensive engagement provides a more extensive family-specific continuity architecture and professional handoff designed around the household’s particular circumstances.
Scope is determined privately during the introductory consultation.
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A completed plan may need to change when the family, property, professional team, or other underlying circumstances materially change.
Existing clients may request a separately scoped update to determine what should be refreshed and what, if anything, should be revisited with the family’s independent professional advisors.
Updates are individually scoped based on the nature and extent of the change.