Estate Planning.
Guided by Love. Governed by Law.
Estate Planning | Wills | Trusts
Welcome!
Who We Are
Who You Are
How We Work
Getting Started
Welcome!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
Who is the “Angel” in Angel Advocates?
Your loved one is the Angel: We believe you have angels in your life you want to protect when you are gone:
You care deeply about keeping these angels out of court and out of conflict, and do this through thoughtful estate planning. We consider all aspects – values, tax consequences, and ease of administration – as to how you’ll bless your family and the causes you cherish.
You will be the Angel: We believe that one day you will be your beneficiaries’ guardian angel:
We are the Angel: We consider our role as your personal family lawyer a sacred trust. Our love for your family inspires us to deliver:
Spend some time with us and find out if we are a good fit for you. Register for our upcoming live webinar:
Klea Harris
This quick guide helps you learn how to make the smart and loving choice for your family
Learn From Klea - Watch The On-Demand Webinar
On-Demand Webinar
Estate & Legacy Planning
How to keep your family out of court and conflict
Testimonials
Have Kids at Home?
Then You Need to Name Legal Guardians. Do It Here for Free.
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we’ve created a website to make it easy and you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure…
What would happen to your kids if something were to happen to you?
Estate Planning
Wellcome
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I
cherish the opportunity to help secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep
your loved one’s out of court and out of conflict when something happens to you (or them). We specialize in business and estate
planning to achieve your goals.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute
free consultation [ Insert online scheduling link ]. If you’re ready to jump right in, please schedule a Family Wealth Planning
Session; if you’re a business owner, schedule a LIFT Your Life and Business Planning Session
WHO WE ARE
How We Are Different — for Families
How We Are Different — for Business Owners
Copy: Reference the “How We Are Different – for Business Owners” Word Doc in your Membership Materials
Our Team
— Attorney to provide copy and pictures
In The Community
— Attorney to provide copy and describe places your firm is already in the community now
Happy Clients
— Attorney to provide copy and testimonials
Attend an Event
— Attorney to provide list of all upcoming events
Who You Are
Who You Are – Family People
Who You Are – Family People
Who You Are – Single Parents
Who You Are – Married With Children
Who You Are – Blended Families
Who You Are – Life Partners With or Without Children
Who You Are – Married or Single Without Children
Copy: Reference the “Business People” Word Doc in your Membership Materials
How We Work
Planning for the Ones You Love
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you
feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen
to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so
your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you
with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
Insert the following hyperlinked pages [ Copy found within the FBL “How We Work” Tab Contents in the website copy
materials ]
3 Levels of Planning
How We Work – Business People
How We Work – Planning For the Ones You Love
Your Family Lawyer For Life
Copy: Reference the “Your Family Lawyer For Life” Word Doc in your Membership Materials
More Than Just Your Money: Leaving a Real Legacy — Who You Are & What’s Important to You
Copy: Reference the “More Than Just Your Money: Leaving a Real Legacy – Who You Are & What’s Important to You” Word
Doc in your Membership Materials
Planning For Your Children — example: http://morganlawgroup.com/kids-protection-plan/
Copy: Reference the “Planning For Your Children” Word Doc in your Membership Materials
How We Work
Planning for the Ones You Love
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you
feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen
to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so
your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you
with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
Insert the following hyperlinked pages [ Copy found within the FBL “How We Work” Tab Contents in the website copy
materials ]
3 Levels of Planning
How We Work – Business People
How We Work – Planning For the Ones You Love
Your Family Lawyer For Life
Copy: Reference the “Your Family Lawyer For Life” Word Doc in your Membership Materials
More Than Just Your Money: Leaving a Real Legacy — Who You Are & What’s Important to You
Copy: Reference the “More Than Just Your Money: Leaving a Real Legacy – Who You Are & What’s Important to You” Word
Doc in your Membership Materials
Planning For Your Children — example: http://morganlawgroup.com/kids-protection-plan/
Copy: Reference the “Planning For Your Children” Word Doc in your Membership Materials
Getting Started
How To Get Started — For Families
Copy: Reference the “How To Get Started – for Families” Word Doc in your Membership Materials
How To Get Started — For Business Owners
Copy: Reference the “How To Get Started – for Business Owners” Word Doc in your Membership Materials
Upcoming Events
Copy: Reference the “Upcoming Events” Word Doc in your Membership Materials
Schedule Online
Copy: Reference the “Schedule Online” Word Doc in your Membership Materials
Services
Kids Protection Plan
Copy: Reference the “Kids Protection Plan” Word Doc in your Membership Materials
Estate Planning
Copy: Reference the “Estate Planning” Word Doc in your Membership Materials
Elder Law
Copy: Reference the “Elder Law” Word Doc in your Membership Materials
Guardianship
Copy: Reference the “Guardianship” Word Doc in your Membership Materials
Asset Protection Planning
Copy: Reference the “Asset Protection Planning” Word Doc in your Membership Materials
Entity Formation
Copy: Reference the “Entity Formation” Word Doc in your Membership Materials
Conservatorship/Adult Guardianship
Copy: Reference the “Conservatorship/Adult Guardianship” Word Doc in your Membership Materials
Small Business General Counsel Services
Copy: Reference the “Small Business General Counsel Services” Word Doc in your Membership Materials
Business Succession Services
Copy: Reference the “Business Succession Services” Word Doc in your Membership Materials
Special Needs Planning
Copy: Reference the “Special Needs Planning” Word Doc in your Membership Materials
Estate Tax Protection
Copy: Reference the “Estate Tax Protection” Word Doc in your Membership Materials
Probate
Copy: Reference the “Probate” Word Doc in your Membership Materials
Trust & Estate Administration
Copy: Reference the “Trust & Estate Administration” Word Doc in your Membership Materials