Heart-Centered Estate Planning for Entrepreneurs and Mission-Led Families

You’ve built something meaningful, a business, a family, a life rooted in purpose.

The question isn’t whether you need an estate plan, it’s whether your plan reflects who you are today and what you’re stewarding for the future.

“Moreover, it is required of stewards that they be found faithful.”
— 1 Corinthians 4:2
The Legacy & Stewardship Plan™ is a heart-centered, high-touch estate planning experience for entrepreneurs and families seeking peace, clarity, and continuity, without fear-based decisions, rushed meetings, or transactional planning.
This Is Not Traditional Estate Planning

Most estate plans begin with forms and deadlines.

This experience 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.
Our Heart-Centered Approach
Counsel First. Documents Second.

1. Legacy Alignment
We begin with a counseling conversation — not paperwork.

Together, we explore:
  • Your values and priorities
  • Your role as a steward and leader
  • How your family and business intersect
  • What peace and continuity truly mean for you
“Train up a child in the way he should go; even when he is old he will not depart from it.”
— Proverbs 22:6
This ensures the legal structure reflects your life, not assumptions.

2. Legal Architecture
With clarity established, we design the legal plan that supports it.

Your plan may include:
  • A trust-based or will-based estate plan
  • Healthcare and financial authority planning
  • Guardian planning, when applicable
  • Business ownership and succession alignment
Everything is explained in plain English, so you understand not just what you’re signing — but why it matters.

3. Legacy Activation
A thoughtful plan doesn’t stop at documents.

We help bring your intentions to life through:
  • A legacy letter or ethical will
  • Clear beneficiary guidance
  • A plain-English implementation roadmap
  • Asset-titling and beneficiary coordination checklist
“By wisdom a house is built, and through understanding it is established.”
— Proverbs 24:3
This is where clarity becomes confidence.

4. Ongoing Stewardship
Life evolves. Families grow. Businesses change.

Your engagement includes:
  • A 12-month legacy check-in
  • Priority updates for major life or business changes
  • Continued guidance so your plan remains aligned over time
“A good person leaves an inheritance for their children’s children.”
— Proverbs 13:22
How This Experience Feels Different

Traditional Planning
The Legacy & Stewardship Plan™
Rushed meetings
Calm, counselor-led conversations
Heavy legal jargon
Plain-English guidance
Fear-driven decisions
Values-aligned decisions
One-and-done documents
Ongoing care and clarity
A Question to Consider

If something unexpected happened tomorrow, would your family feel guided — or left guessing?

And just as importantly, does your current plan reflect the values you are living by today?
Our Boundaries Are Part of the Care

We intentionally work with a limited number of legacy planning clients each quarter.

This allows us to remain present, thoughtful, and fully engaged, without rushing decisions or overextending attention.

If you’re seeking urgent or transactional planning, we may not be the right fit.
If you’re seeking counsel, clarity, and peace of mind, you’re in the right place.

Advanced Legacy Planning for International & Cross-Border Families
(U.S. Legal Strategy & Coordination)

Legacy 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.

At Faithfully Legal™, 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.

Our focus is 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 everything for U.S. legal impact
We do not act as trustees, investment advisors, or foreign legal counsel.
Instead, 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.
Investment

The Legacy & Stewardship Plan™ is a premium, flat-fee engagement, typically ranging from $5,500 to $8,500, depending on complexity.

There is no hourly billing and no surprises, only clear scope, thoughtful guidance, and intentional care.
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 Legacy & Stewardship Consultation.


I can’t wait to pray, plan, and build with you.

Come join my world

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 through Grace May LLC, doing business as Faithfully Legal™, after a signed Engagement Agreement.

All Rights Reserved ©2026 Grace May LLC d/b/a Faithfully Legal™