Our
Process
At Peaceful Warrior Law, we believe estate planning is more than just creating documents and sending you on your way. It’s about providing you and your family with the confidence and clarity to move forward, knowing your legacy and loved ones are protected. Here’s a look at how we work and what you can expect when partnering with us.
A Holistic Approach to Estate Planning
Brittany Cohen, the founder of Peaceful Warrior Law, doesn’t just serve as your attorney; she becomes your trusted advisor. She is committed to educating you about your options so you can make informed, empowered decisions that align with your values and goals. Her heart-based services go beyond the legal framework to foster connection and leave a meaningful legacy for generations to come.
Brittany’s process ensures that your plan is not only comprehensive but also adaptable to life’s changes—marriages, births, divorces, and more. Through regular check-ins and ongoing support, she ensures your plan remains relevant and effective. You’ll gain peace of mind knowing that your assets, values, and stories will continue to positively impact those you care about most.
Our Three-Step Process
Step 1:
Family wealth planning session
This two-hour working session is the foundation of our estate planning process. Here’s what you can expect:
- Understanding your current situation: We start by discussing your family dynamics, assets, and any existing plans. Brittany will also explain her approach and passion for estate planning, ensuring you feel comfortable and informed.
- Exploring the “what-if” scenarios: Together, we’ll walk through what would happen if something were to happen to you today. We’ll discuss whether the current outcomes align with your wishes.
- Designing your custom plan: If changes are needed, Brittany will guide you in designing a plan tailored to your family’s needs and budget. This collaborative process ensures that your plan reflects your values and priorities.
Step 2:
Signing ceremony – Peace of mind
The signing ceremony is a significant milestone in your estate planning journey. During this session:
- You will review your finalized plan, ensuring every detail is accurate and aligned with your goals.
- Brittany will walk you through each document to provide complete clarity and confidence.
- By the end of the session, you’ll experience the relief and satisfaction of knowing your family is protected and your wishes are secured.
Step 3:
Legacy meeting – Be legendary
At Peaceful Warrior Law, we believe estate planning is about more than transferring financial assets. It’s an opportunity to pass on your values, insights, stories, and experiences. During the Legacy Meeting:
- You will receive your completed estate plan, ready to provide security and guidance for your family.
- We’ll help you create a legacy video or letter, capturing your values and personal stories to share with loved ones.
- Brittany will ensure your loved ones have everything they need to honor your wishes, reducing stress during challenging times.
Ongoing Support and Assurance
At Peaceful Warrior Law, our relationship doesn’t end when your estate plan is signed. Brittany offers free check-ins every few years to ensure your plan evolves with your life. Whether it’s a significant life event or a change in your financial situation, we’re here to keep your plan up to date.
In the unfortunate event of your passing, you can trust Brittany to continue supporting your loved ones. As your Personal Family Lawyer, she is committed to ensuring a smooth transition and providing guidance during difficult times.
Transparent and Fair Pricing
We understand that every family is unique, which is why we don’t offer one-size-fits-all solutions. Instead, we provide:
Family Wealth
Planning Session
A $750 session designed to organize your finances, review your current situation, and educate you about your options. If you complete your homework and submit it one week before the session, we’ll waive this fee.
Estate Plan Review
and Check-Up
A comprehensive review of your existing plan for $950.
After the initial session, you’ll have the opportunity to choose a planning option that fits your budget and family’s needs. Plans typically range from $1,500 to $7,000, depending on the level of protection and customization required.
Our goal is to empower you with the knowledge to make the best decisions for your loved ones—not to sell you on the cheapest option, which may not serve you when it’s needed most.
Take the First Step Toward Peace of Mind
Whether you’re starting from scratch or need an estate plan review, Peaceful Warrior Law is here to guide you. Let’s work together to ensure your loved ones are cared for, your assets are protected, and your legacy is preserved for generations to come.
