You’ll know exactly where you stand at every step.

What it looks like

1. 01 The Questionnaire×What this step is

   Before your consultation, you complete a brief questionnaire — ten to twelve minutes. It gives Brent the information he needs to make your consultation substantive from the first minute.

2. 02 The Consultation×What this step is

   One hour — your situation, your goals, your questions, with Brent arriving prepared. You leave with a clear picture of what your plan requires, what it will cost, and what happens next.

3. 03 The Plan×What this step is

   A plan is devised and a checklist of action items is created, with every document drafted specifically around your situation. Where it helps, Brent coordinates with your team of professionals — your CPA, financial advisor, private banker, and business partners — so the plan fits the rest of your financial life.

4. 04 The Signing×What this step is

   Brent reviews every document with you, line by line, until it makes sense — then you sign. He keeps a scanned copy of the originals, shares a digital set with you, and sends you home with the originals in hand.

5. 05 Updates as life changes×What this step is

   When a marriage, a new property, or a business decision changes the picture, you call. Brent updates what needs updating — without restarting the whole plan.

What it looks like

1. 01 Coordination across your team×What this step is

   Brent works directly with your CPAs, financial advisors, property managers, business partners, and counsel in other states or countries. Documents, decisions, and timelines stay aligned across everyone involved — so you don’t have to be the messenger.

2. 02 Entity formation×What this step is

   Where they serve you, Brent forms companies, family limited partnerships, holding entities, and private foundations — built into the broader structure with asset protection, tax efficiency, and clean succession in mind.

3. 03 Liability-limiting trusts×What this step is

   Trust structures designed for your specific exposure — domestic asset protection trusts, irrevocable trusts, and other vehicles intended to put a layer between your assets and creditors, lawsuits, or unforeseen claims.

4. 04 Estate-tax strategy×What this step is

   Where the math fits, Brent shifts appreciated assets out of the gross estate through gifting strategies, SLATs, dynasty trusts, and other vehicles — with the goal of preserving more of what you’ve built for the next generation.

5. 05 Ongoing stewardship×What this step is

   As you acquire property, sell businesses, restructure ownership, or face a new decision, Brent stays available to update the plan, document changes, and keep every piece in harmony with your goals.