Estate Planning
for Business Owners & Families
Avoid court and conflict, keep your affairs private, and ensure your wishes are carried out.
A Top Estate Planning Attorney for Your Needs
You love your family, and want to make sure things are as easy as possible for them, no matter what happens. You want to pass on what you've worked hard for your whole life, and do it in a way that is filled with ease and grace.
Your wealth isn’t measured just by the size of your bank account, but by the wellbeing and care of the people you leave behind.
You may be single, married, just getting started in your career, or looking back on a life well lived. The one common denominator is that you truly and deeply care about the people in your life. We'll help you make things as easy as possible for them, so they'll always know how much you cared.
How Estate Planning Can Help
1.
Manage Your Legal Affairs
Take charge of your legal life planning so the money and property you leave behind are inherited by individuals you identified, distributed according to your wishes, and protected for generations.
2.
Grant Authority
We ensure your wishes are continuously honored and the people YOU (and not a court) designate, make health and personal care decisions on your behalf, in the event you are incapacitated.
3.
Protect Your Valuables
Avoid years of litigation and expenses from a drawn out court process that would make life difficult for your family and others you cherish. Simplify matters and give yourself serenity.
4.
Create a Succession Plan
Designing a succession or continuity plan involves passing on more than just money. Our attorneys will construct your preferred plan so you can leave behind a true legacy of love.
How It Works
1. Family Wealth Planning Session
We’ll get acquainted, review your current circumstances, identify your goals and concerns, and design a plan together to be sure that everything will happen exactly how you want.
2. Plan Review Meeting
Congratulations, your legal documents are ready to be signed! At your Plan Review Meeting, we'll present each document, review what it means, and remind you why you made your selections. We'll also make sure you're ready to get them signed and notarized. From that point forward, your family and assets are protected.
It's a big moment! Champagne optional. ;)
3. Final Meeting
During our Final Meeting, we'll ensure your assets are titled correctly, and review the letters we've prepared to send to the people named for important roles in your plan.
Then, we'll focus on capturing your most valuable asset – your insights, values, stories, and experiences.
You'll record your Legacy Interview with us – the first of many you're invited to record and add to your online Legacy Library. We capture the unique things that make you, "you," so they can be preserved and passed on to those you love.
4. Continuous Document Review
We'll meet on an annual (VIP Members) or tri-annual (included in all our plans) basis, to ensure your plan stays up to date as your life, assets, and the law change. We're also available at no additional cost for calls and emails about your estate plan, to ensure it will work when your family needs it most.
Testimonials
Free Estate Planning Guide
Our free guide helps you save valuable time and money by avoiding common mistakes when selecting an estate planning attorney.
Meet Alanna
Hi there!
I’m attorney Alanna Pearl. Thanks for visiting the website for my law practice, Conscious Legal, APC. My boutique law firm educates and empowers clients to make the best decisions throughout their life so they can experience peace, ease, and create a lasting Legacy. You’ll find quickly I’m not your typical lawyer, and I think that’s a good thing. Please look around and if you like what you see, send me a note to introduce yourself!
Learn More
Let’s Secure Your Legacy.
Connect with us for a free 15-minute consultation, or send us any questions you may have. Let’s work together to protect what you’ve built.
Before I Hire an Estate Planning Lawyer, What Should I Know?
Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. In addition to leaving the client with a totally cold and impersonal experience, this way of planning can lead to unintended results in the long run. Conscious Legal is different.
How Do You Calculate Fees?
All of our fees are fixed fees agreed to in advance, so there are never any surprises. At our initial meeting, you will select the level of planning and fee that works best for you.
What Does Your Estate Planning Provide?
We don’t just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, your kids’ well-being is properly planned for, everyone you’ve named in your plan knows what to do if anything happens to you, and make sure that none of your assets become part of the $58 billion of unclaimed assets across the United States.
What Does a Family Wealth Planning Session Cover?
During our meeting together, we will guide you to look at what would happen for your loved ones and to your assets if something were to happen to you. Then, we’ll review what you want to happen and help you create a roadmap to implement your plan as easily as possible. Clients who have procrastinated for years routinely tell us how easy and seamless we make this process.
Why Should I Schedule the Family Wealth Planning Session?
Even if you never do any planning with us, the Family Wealth Planning Session alone is a hugely valuable process, because you will create a full inventory of your assets and ensure your loved ones knows what you have. Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen in the event of your death or incapacity.
What Happens After I Schedule My Appointment?
After scheduling your appointment, you will receive your Estate Planning Worksheet and other important information that you will want to review prior to your personal Family Wealth Planning Session. You will return your Estate Planning Worksheet to our office at least 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Worksheet, or have any questions.
What Should I Expect During Our Meeting?
On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:
- To identify whether there is a good fit between you and our attorney who will become your Personal Family Lawyer.
- To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Personal Family Lawyer’s guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your loved ones would stay out of court, chaos and conflict, if something happens to you.