You Value Privacy
You want your family’s circumstances handled quietly, by people you have met.
Protect Your Family Before the Season Arrives
Decide now, while you have the clarity.Document your wishes and spare your children decisions made under grief.
Most Families Decide in the Worst Possible Moment
When There Is No Plan
Every decision falls on the children, during grief, across distances, inside a family already under pressure. Siblings disagree over belongings. No one knows your wishes. Valuable things are donated by accident.
It Is Not Inevitable
These outcomes come from waiting until it is too late to plan. A single private conversation now can prevent years of family pain.
Everything Decided Now
Advance Planning starts at $3,000 a year.
The Planning Session
We meet with you privately, at home or wherever you choose. We record your wishes, the belongings that matter, and the family dynamics we should understand. A confidentiality agreement comes first.
Belongings and Wishes on Record
We catalog what matters, such as furniture, art, jewelry, and collections, and you tell us where each should go. It is kept in a private record your chosen family members can reach through the portal.
FairShare Set Up in Advance
Where family input matters, we pre-load the decisions. Your children vote privately, and the result reflects how much each person cared, not who pressed hardest.
A Private Agreement
If you wish, we prepare agreements for our team, our vendors, and the family involved. Nothing is disclosed without your written consent. This is available to every family who asks.
Your Rate, Locked
A yearly retainer locks in today’s rate and holds a place for your family, so no one starts from zero in a crisis.
This Is for Parents Who Lead With Intention
Your Family Is Complex
Blended families, distance, or a complicated estate need a careful hand.
Your Children Live Apart
Coordinating across time zones is a common source of conflict. Jeremy knows it firsthand.
You Want an Orderly Legacy
Some things cannot be expressed in a will. We capture the story behind each belonging.
A Single Conversation
Consultations are private and without obligation. We will tell you honestly whether Lineage Estates is the right fit for your family.
- A private planning consultation
- No pressure and no obligation
- A confidentiality agreement on request