Outcomes for Young Families
Cheap online forms are just expensive paper. Investing a few thousand now saves your family an estimated $25,000+ in future legal fees and guarantees your children are raised by the people YOU choose, not the state.
Guardian Certainty
We ensure you decide who raises your kids. No judges. No "Default State Plan." You choose the guardians.
The "Anti-Ferrari" Clause
We stagger inheritance (ages 25, 30, 35) so your child doesn't get a $400k check at 18 and blow it all.
Remarriage Protection
If your spouse remarries, we ensure your money stays locked for your kids—not accessible to a new stepparent.
Legacy Letters
Includes guidance on writing "Legacy Letters" so your kids know your values, not just your bank account balance.
The Young Family Shield
Designed for parents with children under 18 who need to ensure their kids are protected from probate, predators, and poor decisions.
- ✓ Revocable Living Trust (Avoids CT Probate)
- ✓ Guardian Nominations (Primary & Backup)
- ✓ Children’s Trust (Staggered Ages 25/30/35)
- ✓ Remarriage Protection Clauses
- ✓ Pour-Over Wills (For Both Spouses)
- ✓ Incapacity Powers of Attorney
- ✓ Funding Guidance Session (Retitling Assets)
Your Investment
*We waive the fee when you complete the "Family Wealth Inventory" before we meet.