Estate Planning
With our life and legacy estate planning model, we guide you in making confident legal and financial decisions, so you know your estate plan will keep your loved ones out of court and out of conflict. Our approach to estate planning and asset protection ensures your wishes are honored and your family is supported every step of the way.
Our Estate Planning Approach
You love your family and want to be sure they’re cared for and supported with a clear plan—and a trusted advisor to guide them—when life takes an unexpected turn.
Estate planning can feel overwhelming, with legal, financial, and emotional decisions that carry long-term consequences. You don’t have to navigate it alone.
You likely already know that your life and legacy are about more than just money. But how does that translate into legal documents like Wills, Trusts, Health Care Directives, and Powers of Attorney? With so many online tools promoting do-it-yourself options, it’s easy to think you can handle legal estate planning on your own.
What those platforms don’t tell you is this: DIY estate planning often leads to confusion, conflict, and even asset loss. Without proper guidance, your loved ones may face costly court proceedings and added stress during an already difficult time—and by then, it’s too late to fix it.
At Harmony Legal Group, we guide you through a proven estate and planning process that brings clarity, confidence, and peace of mind. With our life estate planning model, you’ll feel empowered knowing you’ve made the right decisions to protect your resources during your lifetime and ensure your family is fully supported if you become ill, injured, or pass away.
We Help:
- Individuals
- Couples
- Parents with children
- Middle and high net worth families
- LGBTQ families
- Dog and cat lovers
- Everyone in between if you have anyone or anything you care about, love, and want to protect
Four Powerful Ways Your Life & Legacy Plan Protects Your Family
With a well-crafted estate plan, you maintain complete control, keep your affairs private, and ensure every scenario is accounted for—even the ones you may not have considered. It’s a thoughtful approach to legacy planning that protects your loved ones and reflects your role as a wise steward of your life, values, and assets.
1. You Keep Everything Private
A little-known truth about probate court—where your estate may end up without proper planning or with a generic, online-drafted plan—is that it’s entirely public. No matter how private you were in life, your estate affairs can be exposed for anyone to see. Don’t believe it? Just search "probate court live YouTube" and you’ll see real families navigating their personal matters in public view. With proactive estate planning and asset protection, you can avoid this outcome and ensure your legal, financial, and family information remains private and protected.
2. You Have Complete Control
Without a clear estate plan, you're leaving your most important legal, financial, and medical decisions in the hands of a judge—someone who has never met you, doesn’t know your family, and has no understanding of your values or goals. Instead of surrendering control, proactive legal estate planning empowers you to decide in advance who will make decisions on your behalf and how your affairs will be handled, ensuring your wishes are respected and your family estate planning needs are fully addressed.
3. You Cover All Scenarios
While internet-drafted wills and trusts may seem convenient, they often fail to account for the unique dynamics of your family and the full scope of your assets. These one-size-fits-all documents overlook critical details—putting your loved ones at risk when it matters most. With our life and legacy estate planning process, we educate and guide you every step of the way, helping you build a comprehensive estate plan tailored to your specific needs, ensuring true asset protection for everything and everyone you care about.
4. You Are Being A Good Steward
Life and legacy estate planning isn’t just about preparing for incapacity or death—it’s about intentionally designing a life of purpose and protection. Our clients often share that our unique estate planning approach helps them become more mindful parents, stronger business owners, and more thoughtful community members by guiding them to reflect deeply on everything they have and everyone they love. Together, we build a personalized estate planning and asset protection strategy that supports your life now and your legacy long into the future.
What We Do
We work with you to design a personalized estate plan that may include elements such as asset protection, legacy planning, and legal documents for estate planning, all tailored to meet the specific needs of you and your family. Our services are thoughtfully packaged into flexible, customizable options, and every fee is flat-rate and agreed upon in advance—so you’ll always have clarity and no surprises throughout your estate planning journey.
Wills, Trusts, and General Powers of Attorney
Health Care Directives and Medical Powers of Attorney
Guardianship Nominations
Asset Protection Planning
Special Needs Planning
Probate
Trust Administration
You Don't Want To End Up A Statistic
U.S. Adults Without A Last Will
Dying without a Will means a stranger – a probate judge – makes all of the decisions for your family during a time of grief, including potentially who should be guardian of your minor children.
In Unclaimed Property In The U.S.
When you do not leave a current inventory of your assets that your family can easily find when something happens, your assets could go unclaimed, never even benefitting your family.
Average Time Families Spend In Probate Court
Probate is a lengthy process, ranging from six months up to 5-10 years, or longer depending the case. On average, families spend two years in probate court that could have been avoided.
About Ummi Lawan
Hello, I’m your neighborhood Personal Family Lawyer.
I understand that legacy is about more than just money—or even wills and trusts. It’s about the people, values, and life stories that matter most. As your trusted advisor, I provide the kind of personalized legal guidance often reserved for high-net-worth families, helping you make the best decisions for your loved ones.
Our unique life and legacy planning approach goes beyond traditional estate planning. It ensures that not only your assets are protected, but that your values, priorities, and relationships are thoughtfully passed on as part of your legal estate planning.
Schedule Your Free 15-Min Consult
With our life and legacy planning model, we help you confidently make legal and financial decisions so you know you have a plan to keep everyone you love out of court and out of conflict after you pass. Schedule a complimentary consult to learn more.
Frequently Asked Questions About Estate Planning
What Is A Last Will?
Your Last Will is a legal document through which you distribute some of your assets upon death. Other assets will be distributed not based on your Last Will but on your beneficiary designations, depending on the situation. Over two-thirds of the U.S. adult population does not have a last will, and for those who do, most Last Wills do not fully cover their situation. Upon death, the only want to make a Last Will valid is to file it in the probate court, a public and normally lengthy process that delays your family access to what you have left behind.
Do I Need An Attorney?
In the world of estate planning, the best outcome for you, your family, and your loved ones will be achieved only by working with a lawyer who encounters estate planning situations daily. You have worked your whole life for what you have and the relationships you have created. Unfortunately, some families collapse after the death of a loved one because they either did no planning at all, or if they did, it was through an online platform that knew nothing about their family or circumstances and that ultimately failed them when their family needed help the most. We encourage a lifelong relationship between you and your estate planning attorney so that you have a lawyer for life to be there for your family when you cannot be.
How much does it cost?
This is the most often asked question in estate planning, and that is okay – we know the topic of cost is a sensitive one when it comes to choosing a professional to guide you, and we have designed our fees on a flat-fee basis only so that you know exactly what you are committing to – and there are no surprises. While we cannot quote fees online or over the phone, we invite you to check out our upcoming educational events where we teach you things about estate planning you do not even know to ask, plus we will cover during our next event our unique meeting process and fee schedule so that you know exactly how to take the next steps at the best time for you and your family.
What is a Trust?
Think of a Trust as a “Will substitute.” What we mean is that just as a Last Will distributes your assets upon death, a Revocable Living Trust does the same. The upside of a Trust over a Will is that a Trust need not be filed with the probate court to be effective, whereas a Last Will must be filed with the probate court to have any effect. As a result, a Trust remains a private document pertaining to your private affairs, whereas a Last Will becomes a public document after you pass away no matter how private you were during your lifetime. Of course, there are additional types of trusts as well that serve different purposes, and each family’s unique situation must be taken into account to design the right overall estate plan, which may include one or more Trusts.
I Heard Estate Planning Is only for the rich. Is that true?
No, of course not! After you are gone, your loved ones will miss you deeply – they will long for your words of counsel and concern, and hearing an old voicemail or reading a letter from you again would be a tremendous gift. This has nothing to do with money. Through our unique life and legacy planning process, you can give your loved ones the most precious gift of all – a lasting expression of your love. This is because we believe estate planning is not just about transferring your financial assets and personal belongings. It is equally about capturing and transferring your valuable intangible gifts: your values, insights, stories, and experiences. What could be more valuable? Estate planning is not only for those rich with money. Everyone we know already has an estate as valuable as anything in the world and that they should protect.
What if i move?
Your estate plan works no matter where in the U.S. you might physically be (such as on vacation) or might move to. This said, we always recommend finding your neighborhood Personal Family Lawyer to review your out-of-state plan to help you ensure you make any necessary updates based on differences in state law.
Avoid the Six Mistakes
Most Families Make
When Choosing An
Estate Planning Attorney
Many families are flying blind when it comes to protecting their legacy. You can avoid common mistakes by learning what truly matters when choosing the right estate planning attorney to guide your family.