Successful families
stay that way.

Six Levels of Family Planning

SFO

$100 million +

MFO

$50 million - $100 million

Lean MFO

$30 million - $50 million

Preparing

$10 million - $30 million

Building

$5 million - $10 million​

Protecting

$1 million - $5 million

How it Works:

1. Pay a $300 deposit. You will be emailed an invoice to pay $300. There is a 100% money-back guarantee. If for any reason you do not believe that we are the right fit for you, we will refund your deposit. Also, the $300 deposit may be applied towards any future services we provide for you. Your deposit will be considered earned on receipt and will not be deposited in our client trust account.

2. Schedule your intake meeting. After you pay the deposit, we will send you a link to schedule an appointment to talk to an attorney. The purpose of that intake meeting is for you to determine if our law firm is the right fit for you. We will be determining if we want to accept you as a client. We are an elite law firm. We only work with clients who inspire us to go above and beyond on a regular basis.

3. You will get a detailed plan for how your family’s legacy will be protected

Thank you, someone will be in contact with you shortly.

We will help you preserve and protect your legacy. So your family can avoid losing wealth
due to unprepared heirs and other preventable losses, and instead feel relaxed and assured.

One of our attorneys will call you at the agreed time on the agreed date. Beforehand, you will be able to choose if you want to meet by Zoom, phone or in person at our Scottsdale office. After you say your hellos, we will confirm that the time still works for you. We’ll assure you everything you’ll discuss will be kept confidential.  To make the most productive use of your time, an agenda will be proposed. And once you agree on the agenda, you’ll get started.

There are no extraordinary steps you have to take to prepare for the call. Just be in a quiet place where you can have a productive conversation, take some notes and be prepared to make decisions based on what you discover together.