Now that your estate plan is in place, it’s important to remember: Your plan is not a one-time event—it’s a living framework that should evolve as your life does. When to Revisit Your Plan You’ll want to review or update your plan when: You experience a major life change (marriage, divorce, new child, move, etc.) Your financial situation changes significantly You want to update the people named in important roles Laws or planning strategies change Even without major changes, we recommend...
18 days ago • 1 min read
It was a pleasure seeing you and delivering your completed estate plan binder. Thank you again for trusting me with your family’s protection. This is meaningful work, and I’m honored to support you. Now that your plan is in place, the focus shifts to making sure it works when your family needs it. Your Most Important Next Step: Trust Funding If your plan includes a trust, funding it is essential. Your binder includes detailed Funding Instructions, and we’ve also provided digital guidance for...
18 days ago • 1 min read
As we prepare for your upcoming Binder Delivery, we want to ensure you feel confident and ready to make the most of our time together. What This Meeting Is For Your Binder Delivery is where your estate plan becomes something you can actively use. During this meeting, we will: Walk through your completed estate plan binder Show you how everything is organized Explain how your plan works in practice Outline your next steps, including trust funding (if applicable) Why This Step Matters Signing...
18 days ago • 1 min read
It was a pleasure guiding you through your Signing Ceremony. At this point, your estate planning documents have been properly executed and notarized—an important milestone in protecting your family and everything you’ve built. What Happens Now Behind the scenes, we are: Finalizing your documents Organizing your estate plan binder Preparing everything for delivery and long-term use This ensures your plan is not only legally valid, but also clear, accessible, and easy for your loved ones to...
18 days ago • 1 min read
It was a pleasure working with you during your Life & Legacy Planning Session. You’ve already taken one of the most important steps in protecting your family and everything you’ve built. What Happens Next Behind the scenes, we are: Finalizing your planning details Preparing your documents for drafting Ensuring everything reflects the decisions you made If there are any remaining items or clarifications needed, we’ll reach out directly. A Quick Reminder It’s completely normal if you’re still...
23 days ago • 1 min read
As we prepare for your Signing Ceremony, we want to make this process as smooth and seamless as possible for you. What to Expect Your Signing Ceremony is where your estate plan becomes official. During this meeting: You will review and sign your estate planning documents Your documents will be properly notarized We will guide you through each step to ensure everything is executed correctly so your plan works when your family needs it A Few Things to Have Ready To keep everything efficient,...
23 days ago • 1 min read
Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead Hi Reader, A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and assets, and the lawyer tells you what documents you need - typically a will, trust, health care directive, and power of attorney - and what they will cost. This is a recipe for disaster because this means that the lawyer you are considering hiring is likely not...
8 months ago • 6 min read
Hi Reader, I had an interesting conversation with a potential client last week. After explaining my Life & Legacy Planning® process, she said, "This all sounds great, but my friend told me I can get a trust done for half the price somewhere else." I hear this fairly often, and I completely understand the concern. Nobody wants to overpay for anything—especially legal services. But here’s what I’ve learned after years of helping families: when it comes to estate planning, the cheapest option...
8 months ago • 8 min read
Hi Reader, Have you hit a wall trying to manifest everything you desire all on your own? As they say, it takes a village....and as spiritual women we still need encouragement, accountability and friendship. If you're tired of going at it alone, you're in luck. We are excited to introduce you to the Carnelian Club, an exclusive community under the Malachite & Moon Consulting brand, designed to empower and inspire you to achieve your fullest potential. Nik Sallie, Founder/CEO Watch Promo Video...
almost 2 years ago • 2 min read