Leave a Legacy of Clarity, Certainty and Security for Your Loved Ones.

Our Estate Planning Solutions

Meet Brittany Holmes

As a wife and mother of two, I am constantly reminded of the importance of planning for my life and legacy. Knowing that I am leaving behind specific instructions for the people who mean the most to me give me peace of mind and clarity. I am proud to be a wife and mom. I am even prouder knowing that my family will be financially and physically cared for in the way that I want them to be even when I pass away,

Unfortunately, my family has experienced what happens when estate planning isn’t done in the correct way. We have been exposed to both the lack of planning and a traditional method of planning that simply does not work. Like anything, when the process of planning your estate does not evolve, you run the risk of leaving gaps that result in unnecessary confusion and family conflict.

We do things differently. At The Holmes Law Firm I work to empower families to lead improved lives today and leave strong legacies tomorrow.

As proud as I am of my role in my family, I am also proud to serve as a trusted advisor to my clients with families just like mine. I take pride in guiding you through complex legal and financial decisions and ensuring that you are left with total peace of mind regarding your assets and the futures of your loved ones.

Not Your Average Estate Planning Lawyer

Families are evolving and estate planning is personal. While typical estate planning is purely transactional, that leaves no excuse for traditional planning that usually leaves your family in court and conflict. Traditional planning was designed for elderly individuals preparing for death. At The Holmes Law Firm, we focus on growing families who are constantly changing. That is what makes us different. There is no one-size fits all plan. In fact, with our planning, each family receives a unique estate plan that works specifically for you.

While you focus on raising children, caring for aging parents and building your own nest egg, we want you to feel confident that you have made the right choices and that you aren’t leaving behind a mess when something happens.

Through our process, you now have access to the same sophisticated planning that was previously only made available to the super wealthy so that you receive the guidance you need to build and maintain a life of prosperity and wealth well beyond your lifetime.

Our Process

Before

At The Holmes Law Firm, our process begins with your attendance at in-person seminar, a live webinar or with you watching a webinar re-play. We want you to understand the process and know how we can help in advance to avoid wasting your precious time.

Getting Started

After you have become familiar with our style of planning and determine that we are the best fit for your family, we will set you up for a 60-minute Plan Your Legacy Session with our attorney. This session is remote and can be done in the comfort of your home, your office or even in your car (we suggest your home or office). During the session we will look at what would happen to all of what you have and everyone you love if you become incapacitated or when you die. We will then determine the best plan to make sure that everything goes the way you want it to go so that you are always in control.

Three Levels of Planning

At The Holmes Law Firm, our estate planning is not one-size-fits-all. When you book a Legacy Planning Session with us, we will leave you with three package options depending on the needs of your family.

Will Plan

Our Will Plans were developed for the family who is not concerned with avoiding the probate process upon death. This plan will allow you to choose guardians for your minor children and leave proposed instructions for the distribution of your things.

Protection Plan

Our Protection Plans are for families who desire total assurance knowing that your family and loved ones will avoid court upon your death or incapacity. This plan allows you to ensure that your assets will be transferred to who you want, how you want and when you want with the most ease and convenience possible.

Platinum Plan

Our Platinum Plans are for the family who want the total assurance that the Protection Plan provides along with the comfort of knowing that your asset transfers have been handled with the assistance of our office staff so that nothing is left out or lost. This plan is most appropriate for busy families and professionals who require white-glove treatment.

How Much Will It Cost?

Our fees generally start around $2,500 and go up to around $8,000 on the high end. Our higher packages are for an extensive plan that provides significant asset protection after death and maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process.

We’ve priced our planning for you at the intersection of affordability and effectiveness. When we meet for your Legacy Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family.

There truly is no one size fits all choice. Instead, we have created a process to educate you so that you can make empowered, informed choices for the people you love.

Ready to Get Started?

Create Your Life and Legacy with Proper Planning

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