The Family Shield System
Get the Important Stuff Handled.
The Family Shield System is our done-with-you estate planning and family preparedness process for intentional families.
We don’t just give you a stack of documents and say, “Good luck.” We guide you through the important decisions, help you complete your legal plan, and make sure everything is organized so the people you love can actually find it and use it.
Decisions made. Documents completed. Guidance written. Trust funded. Everything organized.
What’s Included
More than Estate Planning Documents.
A complete Family Shield includes the legal documents your family needs—but it doesn’t stop there. We help you make the decisions, complete the process, leave meaningful guidance, and keep your plan useful as life changes.
1. The Legal Foundation
Your customized, state-specific estate plan, including a revocable living trust or will, guardianship nominations for minor children, financial and healthcare powers of attorney, living will, and state-specific signing instructions.
Clear documents. Clear authority. Clear instructions.
2. Decision Guidance
Guardians. Trustees. Powers of attorney. Healthcare decision-makers. Beneficiaries. Backups. Distribution timing.
These decisions matter, but they’re also where many families get stuck. We guide you through them step by step so uncertainty doesn’t keep your plan unfinished.
3. The Completion Course
A step-by-step path from “we really need to do this” to “it’s handled.”
We walk you through intake, document preparation, signing and notarizing, trust funding, setting up your binder, organizing your digital vault, and putting everything somewhere your family can actually find and use.
4. The Legacy Blueprint Toolkit
Legal documents can give someone authority. They can’t tell someone how your family works.
The Legacy Blueprint Toolkit helps you leave the personal guidance that traditional estate plans often miss—including Guardian Guidance, Legacy Letter templates, your “We Always” List, practical and digital instructions, and conversation scripts.
Because you’re not just leaving behind assets. You’re leaving behind people, relationships, rhythms and values.
5. The Stewardship Circle
Your Family Shield shouldn’t become a dusty binder on a shelf.
The Stewardship Circle provides ongoing Q&A, review reminders, future stewardship training, community support, and lifetime access to the planning platform so you can revisit your information as your children grow, your assets change, and life moves forward.
Your Next Step
Let’s get this off the “someday” list.
You don’t need to have all the answers before we talk.
On a Family Shield Planning Call, we’ll talk through your family’s situation, what you already have handled, and what still needs attention. We’ll answer your questions and help you figure out what makes sense to do next
