Estate Planning That Prepares Families to Flourish
A six-month certification for estate planning attorneys who want their plans to strengthen families, not just transfer assets. It begins with your own family.
The Shift
Online platforms and AI can produce documents in minutes. They can't hear hesitation, notice an offhand comment, or ask the next question a family needs asked.
Most contested trust disputes come from administration, not from defects in the document. The cause is unprepared fiduciaries, siblings locked into uneasy authority over one another, and beneficiaries meeting the plan for the first time after the funeral.
The attorneys who thrive in the next decade will do what technology can't.
Your Practice Has an Operating System. This Is the App That Runs Inside It.
Business coaching platforms help you market, sell, and run your firm. Angel Advocates adds what they don't teach: how to use the estate plan to deepen family relationships.
Their coaching focuses on the attorney's business.
Our coaching focuses on the family's outcome.
You Go First
You can't guide a family down a path you haven't walked. In this program you'll complete your own estate planning through the Legacy Alignment Pathway, moving through its three phases: Foundations, Legacy, and Harmony. Each week, you'll experience a step as the client and then learn the skill behind it as the guide.
Experience It
Complete your SOAR assessment, set up your vault, map your family with a genogram, choose your Angel Advocates, write your statement of intent, and design and sign your purposeful plan.
Guide It
Learn to facilitate family meetings, handle hard conversations, navigate ethics and boundaries, and redesign your practice around long-term relationships. Then begin your practicum with two friends or family members.
Practice and Certify
Submit your recorded sessions for personal feedback, prepare for the written exam, and join your cohort in person for Certification Weekend.
Throughout the program: weekly live coaching, on-demand lessons, and three one-on-one meetings with Klea.
What We Teach vs. What Families Usually Get
A traditional estate plan communicates a person's wishes when they pass. We plan for how the family will flourish afterward.
What You'll Be Able to Do
Listen for what a standard intake never reaches.
Mediate and facilitate family meetings.
Turn short-sightedness into long-term thinking, using "yes, and…" instead of "no, but…"
Guide families through the Four Portals: death, legacy, incapacity, and money.
Vet fiduciaries instead of just recording names.
Design trusts that build capability rather than dependence, including Family Togetherness, Rising Generation, and Family Philanthropy funds.
Give fiduciaries guidance, not just authority, and give beneficiaries context, not just a gift.
Offer a therapeutic process without practicing therapy.
Certification Weekend
Three days in person with your cohort.
Day one is advanced training. Day two is your written exam and certification. Day three is a celebration and your welcome into the Network.
Meet Klea
Klea focuses on sophisticated, values-based estate planning, including trusts, estate and tax planning, asset protection, special needs planning, elder law, probate, trust administration, and business succession.
A Certified Family Wealth Advisor and Certified Family Business Advisor, she brings particular expertise to the intersection of family dynamics, wealth transfer, and legal planning. Klea also teaches and coaches attorneys nationwide on integrating family-centered, relationship-based strategies into estate planning.
Is This for You?
This program is for attorneys who believe estate planning is about people, who are willing to do their own family work first, and who want long-term relationships with the families they serve.
We work only with attorneys and clients who share this philosophy.
