Elliott Feldman
Attorney & Owner
Serving families in every county across multiple states, from the comfort of your own home.
The Law Firm Built On A Promise
We exist because the traditional way of doing estate planning failed one family too many. We’re here to make sure it doesn't fails yours.
Schedule Free 15-Minute Call$2.1B+
Assets Protected
1,337+
Families Helped
★ 5.0
Hundreds of Google Reviews
10+
Years in Practice
Our Team
The People Behind Your Plan
Nicole Castaneda
Client Services Director
Tori Daigneault
Client Services Coordinator
Laura Versosa
Client Services Coordinator
Quea Kemp
Client Services Coordinator
Justin Swank
Sr. Estate Planner
Michael To
Estate Planning Attorney
Shelby Stockstill
Sr. File Clerk
Why This is Personal For Me
I Lived Your Nightmare So Your Family Won’t Have To
October 10, 1997.
My dad died unexpectedly at 47 years old. I was only 7.
My father had an estate plan.
Years before, he hired an estate planning attorney at one of the top firms in town, signed everything, and did what he was told to do. Yet after he died, my mom still spent almost 3 years in probate court and had to pay $55,000 to a probate attorney by the end of it, just to get the assets my dad left behind for us.
Why?
Because my dad never integrated his assets into his estate plan, and neither did his estate planning lawyer.
For years, I thought this was malpractice.
Then I went to law school, became an estate planning attorney, and started seeing how estate planning lawyers actually create these plans. That’s when I learned the uncomfortable truth:
It wasn’t malpractice at all. It was COMMON PRACTICE.
Too many firms simply prepare a stack of one-size-fits-all documents and walk away. They don’t help clients identify and integrate their assets into the plan. They also don’t follow up to see whether the plan is keeping pace with changes that occur in the client’s life.
A plan with no assets integrated is just an expensive stack of paper. My family paid for that failure twice: first when my dad paid for the original plan, and again when my mom went through years of probate.
What I did about it.
That’s why I became an estate planning attorney: to make sure that what happened to my family never happens to you and your family. I became the kind of attorney my parents needed decades ago, and I built this firm around the four things my father’s plan never had: a Family Asset Inventory of everything he owned, full asset integration into the plan, a flat fee agreed to before the work starts so you never hesitate to call us, and a complimentary review of your plan every three years as life changes.
Then I built a process designed to make putting a Comprehensive Estate Plan in place to protect your family as easy as possible, without cutting any corners. We work around your schedule, including evening appointments, serve you from the comfort of your own home, and get everything signed at your kitchen table.
How It Works
A Clear Path From First Call To Finished Plan
We bring our law firm to your living room.
You meet with our legal team by Zoom video conference using your computer/laptop, tablet, or phone from the comfort of your own home. When it’s time to sign, we ship your binder to your house, send a notary to your door to meet you and the witnesses, and our team stays on Zoom to monitor and guide you until the in-person signing at your home is completed correctly according your state's laws. After signing, we work with you to integrate your assets into your plan so it actually works when your loved ones need it most.
Here’s each step in our process, so you know what to expect and when to expect it.
All meetings and deadlines are scheduled around your availability.
Free 15-Minute Discovery Call
- We talk about your goals and determine if we can help you
- If we cannot help you, then we’ll refer you to someone who can
- If we can help you, then we'll schedule you for your planning session
Family Prosperity Planning Session
- Identify the problems your loved ones would face
- Discuss the personalized solutions that would solve them
- Design your plan together
- Set key milestone dates to complete your plan
About 5 weeks later
We prepare your Comprehensive Estate Plan, Family Asset Inventory, and Personalized Asset Integration Plan.
Document Review Meeting
- Walk you through your estate planning documents to make sure you know exactly what you’re signing
- Make changes until it says exactly what you want
About 2 weeks later
Signing Meeting
- Sign your documents at your home with the notary and witnesses in the room
- Our team monitors the meeting to ensure every document is executed and notarized in accordance with state law
About 3 weeks after signing
We help you integrate your assets into your plan. This is the step that was skipped for Elliott’s family, and the reason this firm exists.
Final Meeting
- Follow up on your asset integration progress
- Show you how you can let your family know where everything is
- Your plan is finished and ready to work
About 10 weeks to create an estate plan that actually works when your family needs it most.
Then a lifetime relationship, with complimentary reviews every 3 years.
Hundreds of 5 Star Google Reviews
Ready To Protect Your Family?
Schedule a complimentary 15-minute call to discuss your estate planning goals and see whether our firm is the right fit for your family.
Schedule Free 15-Minute CallNo obligation. We’ll simply learn about your situation and explain the next step.