A family office for the care journey.
The Guidance Program is an ongoing membership rather than a single engagement. One point of contact. One annual review. One number to call when the unexpected happens.
Why a one-time engagement isn't enough.
Most elder-law work — wills, trusts, Medicaid applications — is sold as a project. You hire a lawyer, you sign the documents, you pay the invoice, the binder goes on a shelf. Five years later something changes and no one calls. The plan, quietly, stops working.
Aging doesn't happen as a project. It happens as a decade. The right structure is the same structure a high-net-worth family uses for its investments: an ongoing relationship with a trusted advisor who knows the whole picture and revisits it regularly.
The Guidance Program borrows that structure and applies it to the care journey. The legal work is a deliverable. The relationship is the product.
Five things you can count on, every year.
Intake & Plan
A working meeting (not a sales pitch) to map your family, your assets, and your concerns. We leave with a written plan and a flat-fee proposal.
Annual Review
Every year, we revisit the plan. Health changes, tax law changes, family changes. Most years there's a small adjustment. Some years there's a big one.
On-Call Access
When the 4pm Friday call comes — from the hospital, the rehab facility, the bank — you have one number to call. No clock starts.
Document Refresh
Powers of attorney, health proxies, and trust documents are reviewed and re-executed on a published cadence. They don't quietly expire.
Family Meeting
Once a year, we facilitate a meeting with the adult children — with or without the parent — so everyone hears the same plan from the same person.
Three families we work well with.
A couple in their late 60s with $1–4M in assets.
Retired, healthy, and watching friends struggle. They want to plan while it's easy and revisit while it stays that way.
An adult daughter managing both parents.
Mom has early dementia, Dad is exhausted, and she's two states away. She needs one number to call and one person who knows the whole picture.
A blended family with complex relationships.
Second marriages, stepchildren, a small business, and several layers of beneficiary designations. The plan has to be precise. The conversation has to be careful.
Honest numbers.
Guidance Program memberships start in the low thousands per year and scale based on family complexity. You receive a flat annual fee in writing before joining — no hourly billing inside the program, no surprise invoices.
The most common reaction we hear from new members in year two is that the program costs less than the patchwork of one-off legal projects they were paying for before.
Common questions about the Guidance Program.
How much does the Guidance Program cost?+
Memberships start in the low thousands per year and scale based on family complexity. You receive a flat annual fee in writing — there is no hourly billing inside the program. Most families find it costs less than the one-off legal projects they were already paying for piecemeal.
Do we have to be Guidance Program members to work with you?+
No. We take one-off engagements for wills, trusts, Medicaid applications, and estate administration. The Guidance Program is for families who want an ongoing relationship rather than a transaction.
What happens if we don't need any work in a given year?+
That's the goal. Most years, the annual review is the only formal touchpoint. You're paying for the relationship and the on-call access, not for billable hours we have to find.
Can we leave the program?+
Yes, at any annual renewal. We've designed the program to be worth renewing each year — not to lock you in.
Want to see if the Guidance Program is a fit?
A 15-minute call is the easiest way to start.
Schedule the call