A plan built around the people you're raising.
From the toddler in the car seat to the freshman moving into a dorm — every child in your life needs a different set of protections. We build them, we fund them, and we keep them current as your family grows.
Your children's plan is the plan.
Every other document — the will, the trust, the beneficiary form — answers to the same question: what happens to the people you're raising. Guardianship, a children's trust, and the right distribution rules are what turn an estate plan into an actual plan for your family. Without them, a probate judge decides who raises your kids and a UTMA account hands your teenager six figures on their eighteenth birthday.
Minor children
- Guardianship nomination — primary and standby
- Children's trust with age-staggered distributions
- Trustee selection (separate from guardian)
- Letter of instruction on values, faith, education
- Life-insurance beneficiary aligned to the trust
Special needs
- Third-party special needs trust — SSI and Medicaid safe
- Trustee and successor trustee coordination
- Beneficiary alignment across every account
- Care plan and letter of intent
- Coordination with ABLE accounts if applicable
College-age (18+)
- HIPAA authorization
- Healthcare power of attorney
- Durable financial POA
- FERPA release
- International POA / apostille for study abroad
One plan, staged for every age.
We start with the guardianship nomination — the fastest, cheapest document with the highest stakes. Then we design the children's trust: who serves as trustee, how funds are used, and when your children receive them. If special needs are in the picture, we draft a third-party SNT and align every beneficiary designation so nothing accidentally lands in the wrong hands. And when a child approaches eighteen, we bolt on the college-age document package so the doors that federal law closes at 18 stay open to you.
Frequently asked
Get your children's plan on paper — and funded.
The $250 strategy session is credited toward the plan we build for you. Start with the intake so we walk in prepared.