Estate Planning
Design the Legacy You Want to Live and Leave.
At Ajanaclair Wise Law, we believe legacy planning should reflect the truth of your life, not just your assets. Families are complex. Life can be messy. But your plan doesn’t have to be.
Legacy planning with us is about creating clarity in the middle of life’s beautiful messiness. We help you protect your people, preserve your story, and plan intentionally for the future you want to build.
Your story deserves more than a generic will or a stack of disconnected documents.
Blended households. Second marriages. Inheritances from parents or grandparents. Pets who are basically children. Kids from different relationships. Businesses built over decades. Special needs considerations. Estranged siblings. Aging parents. Even the “simple” families often aren’t so simple.
And when you layer in overly complicated laws, you quickly learn why there’s no such thing as a “basic” estate plan.
That’s why, at Ajanaclair Wise Law, we don’t just do estate planning—we do legacy planning. It’s a strategic, people-first approach that connects the dots between your values, your assets, and your vision for the future.
bringing every piece of your plan into alignment so nothing gets missed.
Turn chaos into organization
replacing fear and uncertainty with structure and understanding.
Turn overwhelm into peace
breaking down complex decisions into simple, confident choices.
Turn confusion into clarity
We help you:
Because your legacy deserves more than forms and templates—it deserves a strategy built for real life.
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It All Starts With a SLAP.
When life feels messy, the first step toward clarity is strategy. That’s where your SLAP Session—Strategic Legacy & Asset Planning—comes in.
This isn’t a one-size-fits-all consultation. It’s a focused, collaborative session where we take the time to truly understand your story, your people, and your goals. Together, we cut through the noise, simplify the options, and map out a plan designed specifically for you.
What You Can Expect:
- Clarify your goals → uncover what matters most to you, your family, and your future
- Evaluate your options → explain your choices in plain English, not legalese
- Build your strategy → design a plan that reflects your values, protects your people, and gives you confidence moving forward
- Answer your questions → ensuring you fully understand your options and next steps
Just as you have options in your life, you have options in your legacy plan. We offer upfront, flat-fee investment options designed to eliminate surprises and keep you in control. Each tier is built to meet you where you are today while preparing for the future you want to create.
Every package includes:
✔ A personalized legal strategy tailored to your life, assets, and goals
✔ A complimentary one-year membership to the Wise Legacy Journey — our ongoing support program that helps you keep your plan current as life evolves
For those starting their legacy journey, the Foundation Plan provides the core tools every person needs to stay protected and prepared. This plan is perfect if you want peace of mind knowing your loved ones won’t face unnecessary confusion or delays when the unexpected happens.
It focuses on the essentials, thoughtful wills, powers of attorney, and healthcare directives, giving you a solid foundation today with room to grow as life evolves.
Foundation Plan
Our Foundations Plan Might Be Right for You If…
Privacy isn’t a priority
You’re comfortable with your estate going through probate, and you don’t need to keep distributions private.
Simplicity works
Most of your assets already have clear beneficiaries through POD (Payable on Death) or TOD (Transfer on Death) designations like bank accounts, deeds or life insurance policies.
Immediate access to funds isn’t critical
Your loved ones don’t need urgent access to large sums of money right after your passing.
You’re comfortable relying on powers of attorney
You’re okay with having a Durable Power of Attorney in place to manage financial and legal decisions if you become incapacitated, rather than needing a trust-based system of automatic asset management.
Court oversight is preferred
Whether for peace of mind or family dynamics, you actually like the idea of the probate court supervising how assets are handled.
You’re just getting started
You want a strong legal foundation now with the flexibility to grow into a trust-based strategy later as your life, assets, or family needs evolve.
With the Foundations Plan, you get a will-based strategy that’s comprehensive, intentional, and built around your real life, without paying for tools you don’t need or want right now.
The Legacy Plan is designed for families and business owners ready to take a more strategic approach to planning. Within a trust-based framework, this tier safeguards your assets, reduces tax exposure, and creates a seamless plan for transferring wealth across generations.
It’s ideal for those seeking more than protection. This plan empowers you to shape your story, align your values with your financial strategies, and create a lasting, meaningful legacy.
It’s ideal for those seeking more than protection. This plan empowers you to shape your story, align your values with your financial strategies, and create a lasting, meaningful legacy.
Legacy Plan
Our Legacy Plan Might Be Right for You If…
Privacy matters
You prefer to keep your financial details and family arrangements out of public probate court records.
Control matters
You want to manage when and how your beneficiaries receive their inheritance.
Family dynamics are complex
Blended families, second marriages, estranged relatives, or sensitive relationships require require a customized plan to minimize conflict.
You want to avoid probate delays
A trust allows your loved ones faster, smoother access to the resources they need, without waiting months (or years) for court approval.
You’re thinking long-term
Whether for tax planning, asset protection, or generational wealth transfer, you want a strategy built to last and evolve with you.
With the Legacy Plan, we design a trust-centered strategy that organizes your assets, preserves your privacy, and simplifies the path forward for your loved ones, while reflecting the unique values and priorities behind your legacy.
Some plans require more — more flexibility, more strategy, and more tools to get it right.
The Dynasty Plan is designed for clients whose planning needs go beyond the basics, whether because of diverse assets, layered family dynamics, charitable goals, or business considerations.
Maybe you own a business, several rental properties, or a family vacation home.
Maybe you need specialized trusts to manage unique assets or ensure loved ones with special circumstances are cared for without disrupting their benefits or lifestyle.
Or maybe you simply want the ability to direct, protect, and customize your legacy entirely on your terms.
Dynasty Plan
Our Dynasty Plan Might Be Right for You If…
- You own a business or have investments that require thoughtful succession or continuity planning.
- You have multiple properties or asset types that need to be coordinated.
- You want to protect and grow family wealth over multiple generations.
- You want to integrate tax planning into your legacy strategy to maximize efficiency and impact.
- You need to incorporate specialized trusts, like charitable, irrevocable, or pet trusts, into your plan.
- You want a strategy that accounts for complicated family dynamics and avoids unnecessary court involvement.
- You’re passionate about philanthropy and want to structure giving to make a lasting impact.
- You want the confidence of a plan that adapts as your life, assets, and legacy evolve.
