Our primary practice

Estate Planning.

A Will or a Trust — it's up to you. Our Life & Legacy Planning Process™ is tailored to your family and your situation, so each plan is customized rather than templated. We focus on outcomes, not legal documents.

Our primary practice

We sell an outcome,
not a stack of documents.

Many estate planning attorneys take a "one-size-fits-all" approach. They sell documents, not results. They may see you as a transaction, and when their legal services are completed, so is their role in your planning.

We believe an estate plan should be designed to keep families out of court and out of conflict. Rather than assure you that "it's all in there" when you ask questions, we want you to have the peace of mind that comes from knowing your plan, how it works, and what happens in the event of death or incapacity.

We don't plan for death. We plan for your life and your legacy.

What we focus on

Three things we get right.

01

A plan that fits your family

Married, blended, single, partnered, or planning solo — each path needs a different structure. We start with who, then design what.

02

A plan that's fully funded

An unfunded trust is a binder on a shelf. We re-title assets, update beneficiaries, and confirm the plan actually works — before you walk out.

03

A plan that stays current

Every three years we sit down again. Laws change. Families grow. Assets move. Your plan keeps up — at no additional cost.

A green wax seal closing the estate plan.
What's included

Estate Planning typically includes

A complete estate plan, drafted, signed, and properly funded — so the right people inherit the right things at the right time, without court, without conflict, and without confusion.

What you'll receive

  • Revocable living trust
  • Pour-over will
  • Durable financial power of attorney
  • Healthcare directive & living will
  • HIPAA authorization
  • Guardian nominations for minors
  • Kids Protection Plan®
  • Asset funding & re-titling
  • Plain-English summaries
  • Encrypted digital vault
  • 3-year review program · included
  • Plan handoff session for your family
Flat fee
Three plan tiers, side-by-side, with flat-fee pricing agreed in writing before any drafting begins. Most clients see the Family Plan, Trust Plan, and Wealth Plan at the design meeting.
"
John Heck did an outstanding job on our trust and will. This review is long because I can't say enough good things about his treatment of us and the work he did for us.
— Todd B. · ★★★★★ on Google
Ready to start

Book a Life and Legacy Planning Session®. That's where every plan begins.

Book a discovery call → 571·56·TRUST571·568·7878
Free discovery call · 15 minutes · By appointment