Your company has a plan.Your family needs one too.
The business may be your largest asset, your income, and part of your identity. We connect ownership, succession, incapacity planning, and family protection so one side of your life does not undermine the other.
Request a virtual consultation →The company does not stop at the edge of your estate plan.
If you could not work tomorrow, who can sign, access accounts, make payroll, or decide what happens next?
Standard personal documents often fail to answer the operational questions a founder’s family and team will face. We identify those gaps, coordinate the pieces, and put authority in the right hands.
The legal documents may be fine. The handoff may not be.
Ownership agreements, beneficiary designations, trust terms, and company records need to tell the same story. We review how the business fits into the whole plan.
See how planning works →- 01Incapacity
Who can act when the owner is alive but unavailable?
- 02Ownership transfer
How can an interest pass, and what restrictions already exist?
- 03Family liquidity
What resources are available if the business cannot immediately produce cash?
- 04Key information
Can the right people find advisers, records, passwords, and operating instructions?
Protect the enterprise and the people behind it.
Business Interest in the Trust
Coordinate ownership with the personal estate plan and company documents.
Incapacity Authority
Clarify who can act for the owner and what business powers they need.
Succession Decisions
Identify whether the goal is family transfer, management succession, sale, or wind-down.
Buy-Sell Coordination
Review how existing agreements interact with death, disability, and ownership transfer.
Beneficiary Review
Coordinate insurance and retirement assets with liquidity and family goals.
Family Information Plan
Organize the contacts and instructions your family would otherwise have to reconstruct.
For founders who are busy building.
Is this the same as business succession planning?
Succession is part of the work, but business-owner estate planning also addresses incapacity, personal assets, family protection, and how company documents interact with the estate plan.
Will you replace my business attorney or CPA?
Usually no. The best result often comes from coordinating with the professionals who already know the company and its tax picture.
What if I am the only owner?
Sole owners often have the greatest need for clear authority and operating instructions because there is no partner who can automatically step in.
Can the meetings happen online?
Yes. Most planning and review meetings are virtual, making it easier to include a spouse, co-owner, or adviser when useful.
Your business plan and family plan should agree.
Start with a virtual conversation about the company, the people who depend on it, and the decisions that need to be made.
Request a consultation →