we believe clarity and transparency matters. That’s why we offer three thoughtfully designed planning tiers, each tailored to different levels of complexity and control. Whether you need a solid foundation, more privacy and flexibility, or advanced strategies, you’ll know exactly what’s included before you decide. Every plan includes a personalized legal strategy and a complimentary one-year membership to the Wise Legacy Journey to keep your plan aligned as life evolves.
At Ajanaclair Wise Law,
foundation plan
legacy plan
dynasty plan
Core Strategy
Will-based planning with essential documents
Trust-based planning with enhanced control
Comprehensive planning with advanced tools
Included Documents
Thoughtful wills, powers of attorney, healthcare directives
Revocable living trust, pour-over will, POAs, healthcare directives
Customized trust framework, including specialized or multiple trusts
Privacy & Probate
Probate required
Avoids probate, maintains privacy
Avoids probate, maintains privacy, integrates advanced control
Asset Coordination
Limited coordination; most assets pass via POD/TOD designations
Coordinated asset alignment into trust framework
Comprehensive asset alignment across businesses, properties, and specialized holdings
Family Dynamics
Best for straightforward planning needs
Designed for blended families or complex relationships
Ideal for layered family considerations, special needs, or multigenerational planning
Tax Planning
Basic tax efficiency strategies included
Advanced tax strategy integration (estate, gift, and income tax coordination)
Business & Unique Assets
Not included
Basic planning for a single solo business interest
Full business continuity planning + advanced tools for real estate, investments, or charitable goals
Pets
Can designate caretakers for pets in will
Allows pet provisions within trust structure
Full pet trust with dedicated funding and instructions
Wise Legacy Journey
Complimentary 1-year membership included
Complimentary 1-year membership included
Complimentary 1-year membership included
Best Fit
For clients seeking a solid foundation without unnecessary complexity
For clients seeking more privacy, control, and flexibility
For clients with diverse assets, business interests, or advanced planning needs
Comparison
Benefits
(Essentials)
(Wealth & Legacy)
(Generational Wealth & Impact)
None
foundation plan
legacy plan
dynasty plan
Core Strategy
Will-based planning with essential documents
Growing businesses who need quicker access & robust support
Established/scaling businesses who want a true legal partner
Included Documents
Thoughtful wills, powers of attorney, healthcare directives
Proactive legal access + faster responses + industry workshops
High-touch support, priority access & ongoing strategic guidance
Privacy & Probate
Probate required
Unlimited for legal questions
48 hr priority response
Priority access
24 hr response
Asset Coordination
Limited coordination; most assets pass via POD/TOD designations
Unlimited 15-min scheduled calls
Book ≥24 hrs in advance
Expanded availability
Unlimited 20-min scheduled calls
Concierge booking
Same-day possible (subject to availability)
Family Dynamics
Best for straightforward planning needs
Quarterly Legal Roundtables (industry-focused)
Monthly Legal Roundtables (exclusive)
Tax Planning
None
—
Quarterly 45-min deep dive session
Business & Unique Assets
Not included
—
Priority slot outside office hours
Pets
Can designate caretakers for pets in will
15%
25%
Wise Legacy Journey
Complimentary 1-year membership included
Same as Foundation, with 15% discount
Same as Legacy, with 25% discount
Best Fit
For clients seeking a solid foundation without unnecessary complexity
Faster, deeper access with added workshops + better discounts
True partnership: strategic guidance + priority legal support
benefits
(Essentials)
Core Strategy
Legacy Plan
legacy plan
dynasty plan
Core Strategy
Trust-based planning with enhanced control
Growing businesses who need quicker access & robust support
Established/scaling businesses who want a true legal partner
Included Documents
Revocable living trust, pour-over will, POAs, healthcare directives
Proactive legal access + faster responses + industry workshops
High-touch support, priority access & ongoing strategic guidance
Privacy & Probate
Avoids probate, maintains privacy
Unlimited for legal questions
48 hr priority response
Priority access
24 hr response
Asset Coordination
Coordinated asset alignment into trust framework
Unlimited 15-min scheduled calls
Book ≥24 hrs in advance
Expanded availability
Unlimited 20-min scheduled calls
Concierge booking
Same-day possible (subject to availability)
Family Dynamics
Designed for blended families or complex relationships
Quarterly Legal Roundtables (industry-focused)
Monthly Legal Roundtables (exclusive)
Tax Planning
Basic tax efficiency strategies included
—
Quarterly 45-min deep dive session
Business & Unique Assets
Basic planning for a single solo business interest
—
Priority slot outside office hours
Pets
Allows pet provisions within trust structure
15%
25%
Wise Legacy Journey
Complimentary 1-year membership included
Same as Foundation, with 15% discount
Same as Legacy, with 25% discount
Best Fit
For clients seeking more privacy, control, and flexibility
Faster, deeper access with added workshops + better discounts
True partnership: strategic guidance + priority legal support
benefits
(Wealth & Legacy)
Core Strategy
Dynasty Plan
legacy plan
dynasty plan
Comprehensive planning with advanced tools
Growing businesses who need quicker access & robust support
Established/scaling businesses who want a true legal partner
Included Documents
Customized trust framework, including specialized or multiple trusts
Proactive legal access + faster responses + industry workshops
High-touch support, priority access & ongoing strategic guidance
Privacy & Probate
Avoids probate, maintains privacy, integrates advanced control
Unlimited for legal questions
48 hr priority response
Priority access
24 hr response
Asset Coordination
Comprehensive asset alignment across businesses, properties, and specialized holdings
Unlimited 15-min scheduled calls
Book ≥24 hrs in advance
Expanded availability
Unlimited 20-min scheduled calls
Concierge booking
Same-day possible (subject to availability)
Family Dynamics
Ideal for layered family considerations, special needs, or multigenerational planning
Quarterly Legal Roundtables (industry-focused)
Monthly Legal Roundtables (exclusive)
Tax Planning
Advanced tax strategy integration (estate, gift, and income tax coordination)
—
Quarterly 45-min deep dive session
Business & Unique Assets
Full business continuity planning + advanced tools for real estate, investments, or charitable goals
—
Priority slot outside office hours
Pets
Full pet trust with dedicated funding and instructions
15%
25%
Wise Legacy Journey
Complimentary 1-year membership included
Same as Foundation, with 15% discount
Same as Legacy, with 25% discount
Best Fit
For clients with diverse assets, business interests, or advanced planning needs
Faster, deeper access with added workshops + better discounts
True partnership: strategic guidance + priority legal support
benefits
(Generational Wealth & Impact)
Core Strategy
At Ajanaclair Wise Law,
we know that planning for your absence is one of the hardest things you’ll ever do. Thinking about who will comfort your spouse, care for your children, love your furry (or scaly) companions, and manage your affairs isn’t easy, and talking about it with someone you’ve just met can feel overwhelming.
But here’s the truth:
You can do hard things. And our job is to make them easier.
We combine deep legal expertise, strategic foresight, and a storytelling-driven approach to create plans that reflect your wishes, honor your priorities, and protect everything you’ve worked for.
When you work with us, you get more than a stack of documents. You get a framework built to grow and adapt with you. One that creates clarity today and safeguards what matters beyond tomorrow.
Key Differentiators:
Every plan is designed around the unique details of your life, your family, and your legacy.
Personalized Approach
Strategic Vision
We connect today’s decisions to tomorrow’s outcomes, ensuring your plan works decades from now (even though we know you’ll revisit it long before then).
Relationship-Focused
Planning isn’t a one-and-done transaction. It’s an ongoing collaboration designed to evolve as your life does.
