Your Plan Grows With You


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 reviewing your plan every few years to ensure everything still aligns.

Stay Connected

As part of our community, you’ll continue to receive guidance, education, and updates to help you stay proactive—not reactive—when it comes to your legacy. And remember, you can have your plan reviewed complimentary every 3 years by us.

5 Star Google Review & Referrals

If you have friends, family members, or colleagues who have been putting this off, we would be honored to support them as well. The greatest compliment you can give is an introduction.

We’d also appreciate you taking a moment to leave a 5-star Google review here:
https://g.page/r/CUJAorv5mmcAEAI/review

It helps others who are looking for guidance know they’re in the right place.

Thank you for trusting us with the responsibility of helping you protect your legacy and the people who matter most.

The Tastemakers Legal Team

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Nik Sallie. Lawyer. Manifestation & Identity Transformation Coach.

Nik Sallie is an award-winning Intellectual Property and estate planning attorney, and the founder of Tastemakers Legal, PLLC, a boutique law firm based in Austin, Texas. With over a decade at Meta (formerly Facebook), she was a founding member of the Intellectual Property Operations Team and helped design Meta’s global IP enforcement system. Nik has handled over 4,000 IP cases and brings deep experience in trademark prosecution, brand protection, and business strategy. In addition to helping visionary entrepreneurs, influencers, and small businesses own, protect, and profit from their intellectual property, Nik also offers concierge estate planning services to ensure her clients’ legacies are protected and passed on to loved ones without costly court involvement or conflict. Her estate planning practice emphasizes flat-fee pricing, client education, and ongoing support for families navigating life’s transitions.

Read more from Nik Sallie. Lawyer. Manifestation & Identity Transformation Coach.

Welcome to the Tastemakers Legal family, I’m genuinely honored to support you on this next powerful step in your business journey. Choosing to pursue a federal trademark isn’t just a legal formality. It’s an act of leadership. You’re protecting your brand, your legacy, and the future you’re building and that deserves to be celebrated. What to Expect Next Here’s a quick overview of the process ahead, so you know what to expect & when: 1. Schedule Your Official Client Onboarding Call We'll...

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...

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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...