Our Heart-Centered Legacy Planning Practice
There comes a point in both life and leadership when the question shifts.
Not “Do I need documents?”
But “Does what I’ve built reflect who I am and what I value?”
At Grace May LLC | Faithfully Legal™, we believe legacy planning is not merely a legal task, it is an act of stewardship. And stewardship deserves time, clarity, and thoughtful counsel.
“Moreover, it is required of stewards that they be found faithful.”— 1 Corinthians 4:2
We are honored to formally announce the launch of The Legacy & Stewardship Plan™, a heart-centered estate planning experience designed for entrepreneurs and mission-led families who want peace of mind without fear-based decisions or transactional planning.
Why We Chose a Different Path
Traditional estate planning often begins with forms, urgency, and legal jargon. While technically efficient, that approach can leave families feeling rushed, confused, or disconnected from the deeper purpose behind their planning.
Our work has always been rooted in counsel—helping clients think clearly, act wisely, and protect what matters most. Extending that philosophy into legacy planning felt both natural and necessary.
We created The Legacy & Stewardship Plan™ for clients who want their estate plan to reflect:
- Their values, not just their assets
- Their family dynamics, not assumptions
- Their business responsibilities, not isolated documents
This is not crisis-driven planning. It is intentional planning.
What Makes This Approach Heart-Centered
Heart-centered does not mean informal or imprecise. It means leading with care, wisdom, and clarity.
Our legacy planning process is:
- Counseling-based, beginning with conversation before documents
- Relationship-first, not transactional or rushed
- Flat-fee, with clear scope and no hourly billing
- Designed around your life, not court schedules or emergency filings
Introducing The Legacy & Stewardship Plan™
This experience is built in four thoughtful phases:
Legacy Alignment
We begin with a counseling conversation focused on values, stewardship, and what peace of mind truly means for you and your family.
Legal Architecture
Only after alignment do we design the appropriate legal structure—explained in plain English and tailored to your life and responsibilities.
Legacy Activation
We help bring clarity beyond documents through guidance, implementation support, and legacy reflection.
Ongoing Stewardship
Life evolves. Families grow. Businesses change. We offer continued guidance so your plan remains aligned over time.
We intentionally work with a limited number of legacy planning clients each quarter to ensure depth, presence, and care.
Who This Is For
The Legacy & Stewardship Plan™ is designed for:
- Entrepreneurs and business owners
- Founders with growing or multigenerational families
- Mission-led individuals stewarding responsibility, not just wealth
- Families seeking peace, clarity, and continuity
If you are looking for urgent, transactional, or document-only planning, this may not be the right fit. If you are seeking counsel, clarity, and intentional stewardship, you are welcome here.
An Invitation
Legacy planning does not need to feel heavy or rushed. Done thoughtfully, it can be a grounding and clarifying experience, one that brings peace rather than pressure.
If you sense that it may be time to approach your legacy with greater intention, we invite you to learn more about The Legacy & Stewardship Plan™ and request a Legacy & Stewardship Consultation when the timing feels right.
It is a privilege to walk alongside families and founders as they steward what has been entrusted to them.
With grace and clarity,
Dian Trabulsy, Esq.
Faithfully Legal™
Legal Strategy for Purpose-Driven Leaders - with Faith & Excellence
DISCLAIMER: This newsletter is for educational purposes only and does not constitute legal advice or create an attorney–client relationship. Faithfully Legal™ is a brand of Grace May LLC. Thank you.
Let’s Stay Connected
Earlier this month, we introduced the New Year Legal Foundation Check; a focused, attorney-led review designed to help purpose-driven business owners start the year with clarity, confidence, and peace of mind.
The program is now fully available and ready to help you ensure your business is legally aligned for 2026 and beyond.
And while you’re there, follow us for weekly insights, encouragement, and behind-the-scenes moments:
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