Estate Planning for Mission-Led Families and Entrepreneurs
Your estate plan should carry your values, not just your assets.
Most families know they need a plan. Many have been putting it off for years. Maybe it feels like a heavy topic. Maybe you are not sure whether you need a will or a trust. Maybe the two of you have not agreed on who would raise your children. You do not have to have it figured out before we talk. That is what we are here for.
“Moreover, it is required of stewards that they be found faithful.”— 1 Corinthians 4:2
What Your Legacy Plan Protects
Every plan we design, simple or advanced, includes these core protections:
- A Last Will and Testament, or a Pour-over Will when your plan includes a trust
- Guardian nominations for your minor children
- A Financial Power of Attorney, so someone you trust can manage your affairs if you cannot
- A Health Care Power of Attorney and Living Will, so your medical wishes are known and honored
- A review of the beneficiary designations on your accounts and insurance
- A personal property memorandum for the things that matter most to your family
- A planning session and a calm, guided signing ceremony
- Signed originals and secure digital copies
Three Ways to Protect the People You Love
Every plan is a flat fee, agreed in writing before any work begins. No hourly billing and no surprises.
The Foundation Plan
Will-based planning
For families whose assets pass simply, who want clear directions and the right people named.
- All core protections
- A will naming your executor and your children's guardian
- 90 days of support after signing, including help updating your beneficiary designations
The Legacy & Stewardship Plan™
Trust-based planning
For families who want privacy, want to keep their loved ones out of probate court, and want what passes on to be protected.
- All core protections
- Revocable Living Trust, Pour-over Will, and Certification of Trust
- Successor trustee instructions
- A Legacy Letter: your values, in your own words
- 90 days of trust funding support, including a new deed that retitles your home into your trust
The Legacy & Stewardship Plan™ Advanced
Advanced and tax planning
For larger estates, or where business interests, tax exposure, or cross-border assets are in play.
- Everything in the Legacy & Stewardship Plan™
- Estate and gift tax analysis and gifting strategy
- Irrevocable trust design
- Business succession and charitable giving structures
- Cross-border and non-U.S. asset review
- Coordination with your CPA and financial advisor
Own a business or more than one property? We will include them in your plan and confirm your flat fee before any work begins.
This Is Not Traditional Estate Planning
Most estate plans begin with forms and deadlines.
Ours begins with counsel.
We believe estate planning is an act of stewardship, one that deserves space, clarity, and thoughtful guidance. That belief shapes every part of our work.
Who This Is For
This planning experience is designed for:
- Entrepreneurs and business owners
- Founders with growing or multigenerational families
- Mission-led individuals stewarding both wealth and responsibility
- Families who value clarity, faith, and intentional decision-making
If you’re seeking something calm, relational, and deeply considered, this approach was built for you.
Counsel First. Documents Second.
| Traditional Planning | The Faithfully Legal® Legacy Plan |
|---|---|
| Rushed meetings | Calm, counselor-led conversations |
| Heavy legal jargon | Plain-English guidance, and no question is too basic |
| Hourly billing for every call and email | One flat fee, agreed in writing up front |
| A trust you are left to fund on your own | We retitle your home and guide you through funding |
| Fear-driven decisions | Values-aligned decisions |
| One-and-done documents | Ongoing care as your family grows |
Your Path, From First Call to Lifelong Care
You will always know what comes next and who is helping you.
Step 1: Legacy & Stewardship Consultation
Complimentary, 20 minutes, by Zoom. This is Legacy Alignment, where we begin.
We listen, answer your first questions, and make sure we are the right fit for your family.
Step 2: Legacy Clarity Session
A focused planning session
We talk through your family, your goals, and the hardest decisions, including who would raise your children if you could not. You leave with a clear recommendation for the right plan. When you sign your plan within 15 days of this session, its fee is credited in full toward your plan.
Step 3: Your Legacy Plan
This is Legal Architecture and Legacy Activation.
We draft your documents in plain English and walk you through every page at your signing ceremony. For the next 90 days we stay with you. We prepare and record the deed that moves your home into your trust, and guide you step by step through your accounts, so your plan works the way you intend.
Step 4: Legacy Stewardship Membership
This is Ongoing Stewardship.
Life changes, and your plan should keep up. Membership includes an annual plan review and ongoing support as your family grows. Enrollment is open to plan clients during the first 90 days after signing.
Ready after your consultation? You can move straight to your plan.
A Question to Consider
“If something unexpected happened tomorrow, would your family feel guided, or left guessing?"
Our Boundaries Are Part of the Care
We intentionally limit the number of families we serve each quarter so every client receives thoughtful, unhurried counsel. This plan is not designed for urgent or last-minute transactional planning.
If you’re seeking counsel, clarity, and peace of mind, you’re in the right place.
Advanced Legacy Planning for International & Cross-Border Families
Estate planning today isn’t just about wills and probate.
For families with international ties, mixed tax identities, or assets held across borders, it requires careful legal architecture under U.S. law.
We help families design legacy structures that work before incapacity, at death, and across generations, even when life, residency, or citizenship changes.
This is for you if:
- Your family includes both U.S. and non-U.S. taxpayers
- Your assets are held across multiple jurisdictions
- You’re considering or already using foreign trusts or holding companies
- You want a plan that adapts to future immigration, relocation, or family changes
- You value clarity, control, and peace of mind, not just documents
Our Role
We serve as your U.S. estate-planning architect and strategic legal counsel, focusing on:
- Structuring ownership and legacy plans under U.S. estate, gift, and income tax rules
- Planning for incapacity, succession, and long-term governance
- Designing solutions for mixed-status families
- Stress-testing your plan against real-life scenarios
- Coordinating with trustees, foreign counsel, and tax advisors, while reviewing for U.S. legal impact
We do not act as trustees, investment advisors, or foreign legal counsel.
We ensure your structure is compliant, intentional, and resilient under U.S. law.
How This Is Different
Traditional estate planning often focuses on state-specific documents and probate avoidance.
Our legacy planning focuses on federal strategy, cross-border complexity, and long-term flexibility.
This is estate planning for families who think in decades, not forms.
Your Investment
Every Legacy Plan is a premium, flat-fee engagement. There is no hourly billing. We confirm your fee during your Clarity Session, and we lock it in your engagement agreement before any work begins. Payment plans are available.
Frequently Asked Questions
Do I need a will or a trust?
It depends on your family, your home, and how private you want things to be. Many families need a trust. Some do not, and we will tell you if a will is enough.
What if my spouse and I can't agree on a guardian?
That is one of the most common reasons families put off planning. We walk through the decision with you, step by step, in your Clarity Session.
What is trust funding, and do I have to do it myself?
Trust funding means moving your home and accounts into your trust so your plan actually works. We prepare and record the new deed for your home, and we guide you through your accounts for 90 days after signing.
What happens after I sign?
You receive your signed originals and secure digital copies, plus 90 days of support. After that, you can join our Legacy Stewardship Membership for an annual review and ongoing support as life changes.
Can we meet by Zoom?
Yes. Your consultation is by Zoom, and planning meetings can be by Zoom or in person.
中英双语遗产与传承规划
Dian Trabulsy 律师持有宾夕法尼亚州和纽约州执照，可以用中文和英文为您服务。
很多家庭知道应该提前规划，却一直拖着没做：觉得这个话题沉重，不确定该立遗嘱还是设立信托，或者夫妻俩还没决定孩子的监护人。这些都很正常。我们先倾听，确保您完全理解每一步，再一起做决定。
每一份传承规划都包括：
- 遗嘱（设立信托时为附属遗嘱）
- 未成年子女监护人指定
- 财务授权书
- 医疗授权书及生前预嘱
- 受益人指定检查
- 签署仪式，以及文件原件和安全的电子副本
根据您的需要，还可以包括：
- 可撤销生前信托，以及签署后90天的信托资产转移协助（包括为您的自住房办理新的产权契约）
- 企业传承规划
- 跨境家庭的美国遗产规划
- 传承信：用您自己的话，把价值观留给下一代
您的规划流程：
- 免费传承规划咨询（20分钟，Zoom）
- 传承规划梳理会：一起理清家庭情况、目标和重要决定，并推荐最适合的方案
- 起草文件、签署仪式，以及签署后90天的协助
- 传承守护会员：每年检视规划，随家庭变化持续更新
所有规划均为固定费用，开始工作前以书面形式确认，不按小时收费。
律师广告。本页面内容仅供一般参考，不构成法律意见。浏览本网站或与我们联系，并不建立律师与客户关系；律师与客户关系仅在双方签署委托协议后成立。
Your Next Step
If you’re ready for heart-centered estate planning that reflects who you are and what you’re stewarding, the next step is to request a Faithfully Legal® Legacy Plan.
I can’t wait to pray, plan, and build with you.
Testimonials reflect individual client experiences and do not guarantee similar results. Every business and matter is unique.
Faithfully Legal®, a brand of Grace May LLC · 630 Freedom Business Center Dr, 3rd Fl, King of Prussia, PA 19406 · 401-484-0020Attorney Advertising.This website provides educational information only and does not constitute legal advice. Viewing this site or contacting us does not create an attorney-client relationship. Legal services are provided by Grace May LLC, through its brand Faithfully Legal®, after a signed Engagement Agreement.
All Rights Reserved ©2026 Grace May LLC
All Rights Reserved ©2026 Grace May LLC
