Estate Planning That Works

Having a plan that works requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.

Ongoing Counsel for Peace of Mind at a Reasonable Fee


Your estate planning is about more than a will or a trust that you create once, put on a shelf, in a drawer, or on a hard drive, and never look at again. I know that if I sell you that, it’s your family who will suffer.

That’s why I don’t just prepare documents you could create yourself online, but instead, I guide you through a family-focused, heart-centered counseling process to understand the planning you really need based on your family dynamics and your assets. I deliver planning that works to keep your family out of court and out of conflict.

Having a plan that works requires your plan to be reviewed and updated over time, as your life changes, the law changes, and your assets change.

That’s why my Life & Legacy Planning Process includes the PFL FamilyCare Program (“FCP”). My FCP is designed to ensure that your plan shifts, changes, and grows with you and your family over time—efficiently, effectively, and affordably.

Why Join The FCP?

My FCP provides the peace of mind to know your plan will work for your family when they need it. Without FCP, your documents become outdated as soon as something changes in your life—such as a new investment, new account, new property, new asset, new family member, or a changing relationship circumstance.

Look back at your life just three years ago and consider how much has changed. If you created a plan back then, would all your choices and decisions still be the same? Would the inventory of your assets even still apply? Has there been movement in your life, assets, or the law that needs to be incorporated to ensure your plan works for the people you love?

FCP is the assurance and peace of mind to know that as your life changes, the law changes, and your assets change, your legal documents, your inventory of assets, and the people you’ve named in your plan will too.

The FCP is my commitment to your future and the legacy you'll leave behind.

Here’s what I include with the FCP:

  • Complimentary Annual Reviews: With my annual review process, I’ll support you in revisiting your planning each year efficiently and effectively, so you know you’ve done the right thing for the people you love with ease.

  • Special Members-Only Pricing for Plan Updates: Life changes, your assets change, and so should your estate plan. As a member, you'll be able to make basic changes to your planning documents at no charge and receive discounted pricing on more extensive or complex plan updates.

  • Family Matters: I extend special member-only pricing to your family members because their planning impacts you and your future.

  • Legacy Interviews: Create a lasting testament of your life, values, and wishes with my Life & Legacy Interviews. These interviews guide you to share stories, wisdom, and messages with your loved ones. These interviews are what your loved ones will cherish most, bar none.

  • And More: Just like your plan will change over time, so will my FCP—as I’m constantly evolving and adding new benefits to support you.

With The FamilyCare Program, You Can Live and Die in Peace


Becoming a member of my FamilyCare Program means knowing you and your family have me in your corner for life … and beyond. Contact me today to schedule a Life & Legacy Planning Session or a review of your existing plan to determine if you qualify for my FamilyCare Program.

About Allison Phillips

Hello, I am your neighborhood Personal Family Lawyer.

What I know is that your legacy is about more than wills and trusts, and it is about more than money. As your trusted advisor, I help you make the very best legal decisions for your family with the kind of guidance usually reserved for only very high-net-worth individuals.

My life and legacy planning model covers not just what happens with your assets but also sets you up to pass on what matters most to you: Your values. Your priorities. Your relationships. Your life. Your legacy.

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