01 / Life Plan

Your Life Plan isn't about what you have.
It's about who you are.

Whether you own a building or just have a Venmo balance, the documents you need are the same. Because this isn't about protecting property. It's about protecting you and the people who depend on you.

If you get sick, hurt, or die without a plan, the state steps in and makes the calls. We think you should make them.

What happens without a plan

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A judge picks who raises your children.

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A court appoints someone to manage your money.

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Doctors follow default hospital protocol, not your wishes.

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Probate eats months of your family's time and money.

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Assets may go to people you'd never choose.

The Approach

Adulting, but Smarter.

A Life Plan is just what estate planning is called when it's done for real people, not just the wealthy. Same legal weight. Same Virginia-compliant documents. Delivered through a modern, AI-guided process so you can complete it in under 20 minutes, on your schedule, without a consultation fee just to get started.

Our AI asks you one question at a time, personalizes your plan based on your answers, and hands it off to a real Virginia attorney, Kris Perini, to review, finalize, and execute your documents. No jargon. No intimidation. No guesswork.

Who This Is For

Yes, including you.

Most people assume they don't need a plan yet. Here's what that assumption actually costs.

You rent. No house, no portfolio.

Without a healthcare agent, doctors follow hospital protocol, not your wishes. Without a POA, no one can manage your accounts if you're incapacitated.

You just had a baby.

Without a will naming a guardian, a judge decides who raises your child. That judge doesn't know your family.

You're self-employed or freelancing.

Your business income, clients, and IP have no legal direction without a plan. Everything stalls, or disappears, if something happens to you.

You own a home.

Without a trust or clear title plan, your property goes through probate, a public, slow, expensive court process your family endures while grieving.

You have significant assets.

Without the right documents, your estate plan defaults to Virginia's intestacy laws. That may not be what you want, or who you'd choose.

Your kids are grown. You're settled.

An advance directive becomes even more critical as you age. Without one, your family faces impossible decisions with no guidance from you.

The Documents

Everything you need. Nothing you don't.

Your Life Plan includes the documents that match your situation, not a one-size template. Here's what's on the table.

Will & Testament

Decide who gets what, who takes care of your kids, and who handles your affairs, on your terms.

Financial Power of Attorney

Name a trusted person to manage your money and legal matters if you can't. Without it, a court decides.

Advance Medical Directive

Tell your doctors and loved ones exactly what you want, and what you don't want, if you can't speak for yourself.

Healthcare Agent (POA)

Designate someone you trust to make medical decisions on your behalf. Not the state. Not a judge. Someone who knows you.

Guardianship Designation

Parents: if something happens to you, this is the document that determines who raises your children.

Trust Formation

For those who want privacy, flexibility, and control over how and when assets reach the people they love.

What's Included

This isn't a transaction. It's a relationship.

Here's exactly what you get, from your first question to years down the road.

Full-Service Document Drafting

Kris personally reviews your AI-generated plan and drafts every document: will, POA, advance directive, and more, tailored to your situation and Virginia law.

Free 30-Min In-Person Consult

Before anything is finalized, you get a complimentary 30-minute in-person meeting with Kris, at no charge, to ask questions, raise concerns, and make sure everything feels right.

Annual Check-In

Life changes. Kris follows up every year to make sure your plan still reflects your reality. Marriage, kids, new assets, health changes. She's got you.

Trust Formation

Want to avoid probate, protect privacy, or control exactly how and when assets pass to the people you love? Kris will walk you through whether a trust belongs in your plan.

How Payment Works

1

Half up front, when we start drafting

After you complete the intake and review your personalized plan, the first half of the fee is due to begin drafting your documents.

2

Second half at signing

The remaining balance is due at your in-person signing appointment, when your final, legally binding documents are executed and yours to take home.

Ready?

Your plan is 20 minutes away.

Answer a few questions. Get a personalized Life Plan built just for you, with no attorney meeting required to get started.