IF YOU HAVE BUILT WEALTH AFTER DIVORCE OR LOSS, YOUR ESTATE PLAN IS LIKELY EXPOSED

For women entrepreneurs and high-asset women in midlife who are divorced, widowed, or entering a new relationship. This is where you identify what is at risk and how to fix it before anything is lost.

Private. One-on-One with the Attorney. Flat Fee. Designed for Women with $500,000+ in assets.

What Breaks After Divorce, Loss, or Remarriage

You rebuilt your life.
Your legal structure likely did not.
If you estate plan was created during a prior marriage or before your assets grew, it is often misaligned with your current reality.
That creates real exposure.

Outdated beneficiaries that no longer reflect your intentions

Former spouses still embedded in legal structures

Children from different relationships left unprotected or in conflict

Assets positioned to transfer in ways you would not choose today

Business interests with no clear succession or control plan

Tax benefits unclaimed or unused

WHO IS THIS FOR?

Divorced or widowed women in midlife

Women who chose to remain single

Women entrepreneurs and business owners

Women entering or considering remarriage

Net assets of at least $500,000

Clients who want a strategic plan, not generic documents

This is the starting point for any woman with assets who needs estate planning done correctly

The Legacy Strategy Intensive

This process beings with a brief introductory meeting to assess your situation and determine whether a full strategy session is appropriate. If so, we proceed to your 90-minute Legacy Strategy Intensive, where we identify what is exposed, what needs to change, and how to properly structure your estate plan based on your current life, assets, and future decisions.

Review of your current estate documents, if any

Identification of legal gaps created by divorce, loss, or remarriage

Analysis of how your assets are currently positioned to transfer

Planning for children, blended family dynamics, and future spouses

Evaluation of business ownership, control, and succession exposure

Clear legal strategy for what needs to be fixed and how to fix it

Book Your Legacy Strategy Intensive

Initial call is required before scheduling full session.

What You Leave With

The Legacy Planning Session has a clear, concise agenda. You will leave with an understanding of what is at risk and exactly what needs to be done now to correct it.

A written Legacy Action Plan outlining your next steps

Clear identification of legal exposure in your current structure

Specific recommendations for protecting your assets and intentions

A framework for addressing family, remarriage, tax, and business considerations

A defined path forward if you choose to implement your full plan

If you move forward with a full estate plan, the session fee is applied.

Why Clients Hire This Firm

Estate planning requires precision. You are not creating a basic will. You are structuring control over assets, family dynamics, and future decisions.

Florida estate planning attorney

Advanced tax training (LL.M. from Boston University School of Law)

Focused on women with assets in transition

Strategic planning for business owners and blended families

Flat-fee structure with defined scope

Private, remote sessions over Zoom

This is not volume estate planning. Each plan is structured based on the client's specific assets, risks, and objectives.

You Rebuilt Your Life. Now Make Sure You're Protected.

Your life has changed, your estate plan must change with it.