The short version

We sell an outcome,
not a stack of documents.

Many estate planning attorneys take a "one-size-fits-all" approach. They sell documents, not results. They may see you as a transaction, and when their legal services are completed, so is their role in your planning.

We believe an estate plan should be designed to keep families out of court and out of conflict. We've built our firm around a relational model that turns traditional "lawyering" on its head.

Below is what that looks like in practice — what we do differently on pricing, on the work itself, and on the relationship that follows.

Side by side

What we do differently.

Crossed-out items below are what most estate-planning experiences look like. What we do is the line beneath.
Pricing
Hourly billing, surprise invoices
Flat fees — agreed in writing before drafting
Quoted at signing
Quoted at the design meeting, in writing
"Review" is billable
3-year review included in your original fee
Hidden fees, billable calls
No billing for phone calls, ever
The work
Generic template documents
Designed for your family
Signing is the finish line
Funding is the finish line
"It's all in there" answer
You'll understand what you signed
Legalese-only summaries
Plain-English summaries for your family
The relationship
Disappears after signing
Calls you back every 3 years
Sells you a document
Builds a long-term relationship
Hourly clock running on questions
Questions get real answers
No follow-through after signing
Family handoff session included
Our four commitments

Built on four ideas.

01

We sell an outcome, not documents

Most attorneys hand you a binder and consider the job done. We design a plan that produces the result you want — a family that doesn't end up in court, a business that survives transition, a trustee who knows what to do.

02

Plans that work when needed

An estate plan should be designed to keep families out of court and out of conflict. We test our plans against the actual moments — incapacity, death, contest — before we say they're done.

03

We plan for life

Most estate plans are designed for what happens at death. The hard moments usually come earlier — incapacity, a sudden hospital admission, an aging parent. We plan for the life you're living, not just the one you'll someday leave.

04

We leave no stone unturned

We don't just provide legal documents — we provide an outcome. We preserve your wealth, protect your assets, and ensure your legacy lasts well beyond your years, through flat-fee work tailored to your needs.

"
I retained John Heck to prepare my estate plan and am so happy that I did! He was always available and made my planning seem as if it was his top priority. He listens to what you say and what you want.
— Pamela M. · ★★★★★ on Google
Curious to see this in practice

Start with a 15-minute discovery call.

Book a discovery call 571·56·TRUST571·568·7878
Free discovery call · 15 minutes · By appointment