Estate Planning, Personal by Design
You’ve taken an important step.
Planning for the people, values, and causes you care about most is an act of intention—and one that deserves thoughtful guidance.
Tell us your story—what you value, what you want to protect, and how you want to be remembered. From there, we help you design a plan that keeps your loved ones out of court, out of conflict, and supported with clarity when it matters most.
Who You’re Protecting
Every plan begins with what—and who—you love.
Estate planning isn’t just about transferring assets. It’s about making thoughtful choices that reflect your priorities, reduce uncertainty, and make life easier for the people you leave behind.
We consider the full picture—legal structure, tax impact, ease of administration, and family dynamics—so your plan works in the real world, not just on paper.
The Legacy That Remains
One day, your plan will speak for you.
A well-designed estate plan gives your loved ones guidance, protection, and peace of mind during moments of transition. It helps prevent confusion, preserves relationships, and empowers better decisions—without unnecessary court involvement.
Your plan becomes a quiet but powerful expression of care.
Our Role
We serve as your Family Lawyer—not for a moment, but for life.
This work is built on trust, continuity, and long-term relationships. Our responsibility is to ensure your plan stays aligned with your life as it evolves.
What that looks like in practice:
Education & Conversation
In-person workshops, family meetings, and virtual webinars covering topics such as values-based planning, estate planning essentials, powers of attorney, living care planning, family letters, and planning for children.
Clear, Responsive Communication
We aim to respond to client communications within 24 hours, excluding Sundays and Mondays.
Ongoing Reviews
Regular plan check-ins—annually or every three years—to ensure your planning remains current, intentional, and effective.
Let’s Begin
The best way to know if we’re the right fit is to spend time together.
If you’re ready to begin, we invite you to schedule a Life & Legacy Planning Session.
In the near future, we’ll also be offering recorded educational webinars for those who prefer to start by learning more about our approach before taking the next step.
Karl Purcell
Estate Planning Attorney
New York & California
This quick guide helps you learn how to make the smart and loving choice for your family
