For clients with intricate financial structures or those who prefer a dedicated, one-on-one approach to their legacy planning, we can introduce you to Camilla Rose of Rose Attorneys. As an independent attorney specializing in bespoke estate planning, Camilla offers highly personalized legal counsel and direct management of the will drafting and estate administration process. Clients who choose this option benefit from a traditional attorney-client relationship, ensuring a service that is completely tailored to their unique circumstances and preferences, and providing an ideal solution for more complex estates.

Alternatively, Capital Legacy offers a comprehensive, streamlined fiduciary solution focused on peace of mind and efficiency. They provide a complimentary will drafting service backed by a massive, integrated, in-house team that handles all aspects of estate administration. Their core product, the Legacy Protection Plan, acts as a financial safeguard, ensuring that the substantial fees arising at death—such as executor, transfer, and trust fees—are covered by the plan, which prevents these costs from reducing the inheritance left to loved ones. This option is valued for its all-in-one convenience and product-based financial protection.