90-Day Legacy Plan

You've built a lot together. Don't let miscommunication and disconnect prevent you from protecting your assets for your children's future. Rebuild your connection, communication and confirm your care for one another by building an estate plan with mediated support.

This Plan is Good for You If:

A quick checklist to confirm the Legacy Plan fits your situation.

  • You are committed to working through your differences for the sake of your children's future
  • You want to build an estate plan, but need help getting through tough decisions.
  • You want to be heard and considered in the planning without feeling like the other person is controlling the entire outcome.
  • You don't want your communication challenges to prevent you from finishing an estate plan
Next step

If one or more of these apply, the Clarity Plan can help you move forward with structure, privacy, and clear boundaries.

Legacy Plan Features

This plan offers a long-term focus for team-building, trust restoration, and resolving communication barriers through the estate planning and mediation process. The Legacy plan supports each side to feel heard, respected and considered wheile protecting everything you both have worked so hard to build together.

What’s included

  • We meet eight (8) times with each side 1-on-1 for a total of sixteen (16) rounds of negotiation.
  • Each session is 60 minutes.
  • We prepare all estate planning documents per your negotiated agreements
By the end, you’ll have

At the end of these sessions, you will have a legally binding agreement, which includes: 

  • Financial disclosure

  • Couple's Revocable Living Trust

  • Transfer of one (1) parcel of real estate

  • His / Hers Last Will & Testament

  • His / Hers Power of Attorney

  • His / Hers Advance Medical Directive

FAQ

Answers to common questions about arbitration, mediation, and case review.

What is an arbitrator?
An arbitrator is an individual trained to be a neutral third party who serves as a private judge to determine each person's rights and responsibilities in a dispute.
Is the Arbitrator's Case Review Binding?
The Case Review is non-binding. It is a tool for objective analysis of each side and is intended to help you return to the negotiation table to work out a final binding agreement.
What is the difference between mediation and arbitration?
Mediation is the process of helping each of you build your own agreement. Arbitration is similar to a private trial where you allow the neutral to determine the best outcome based on hearing all of the evidence.
Can we mediate some of our issues and arbitrate others?
Yes. This is referred to as med-arb. It is a combination of both styles of alternative dispute resolution. This is helpful where you are able to agree on most issues, but cannot agree on a few sticking points and need a balanced perspective based on the unique facts and circumstances of your situation.
If we start with the Case Review and later move forward with a mediation package, do we receive credit?
Yes. We deduct $700 from the cost of whichever plan you choose as a credit for the Case Review.

You both agree to the 30-Day Clarity Plan

Amount to be charged:

Payment Info