Our Services

Tailored estate planning solutions designed for Kentucky families and businesses.

Foundation Plan

Foundational Protection for Individuals, Families, and Business Owners

Includes:

• Last Will and Testament

• Durable Power of Attorney

• Healthcare Directive/Living Will

• HIPPA Authorization

• Guardian Designations (if applicable)

• Basic Business Interest Planning (if applicable)

  • Naming who inherits business interests

  • Coordinating ownership transfer in will

• Virtual Consultation & Planning Session

• Document Review Meeting

• Execution Guidance

Legacy Plan

Comprehensive Estate Planning + Business Continuity

Includes Everything in Foundation Plan PLUS:

• Revocable Living Trust

• Pour-Over Will

• Trust-Based Estate Plan Design

• Asset Distribution Planning

• Business Succession Coordination (if applicable)

  • Transfer of ownership into trust

  • Business continuity planning

  • Successor management planning

• Minor Children Trust Provisions (if applicable)

• Step-by-Step Funding Instructions

• Virtual Trust Design Consultation

• Document Review Meeting

• Execution Guidance

Advanced Planning for Families, Business Owners, and Complex Estates

Includes Everything in Legacy Plan PLUS:

• One Quitclaim Deed (Funding Real Estate into Trust)

• One-Year Ongoing Support

• Trust Funding Assistance

• Advanced Business Succession Planning (if applicable)

  • Multi-Owner transition planning

  • Family business transition planning

  • Incapacity planning for business operations

  • Key decision-maker designation

• Asset Alignment Guidance

• Beneficiary Coordination Guidance

• Future Minor Updates (within one year)

• Priority Client Support

• Optional Legacy Planning Discussion

Premium Plan