Align your estate plan with your business plan.
Trust‑based planning built around your entity, buy‑sell, key people, and funding—so your family and company aren't left uncertain.
Owners Two-Step
Review & Align
Entity structure, ownership, buy‑sell terms, insurance, and titles/beneficiaries reviewed alongside your personal plan.
What You Get
A business-aware estate plan designed to protect your family and your company.
Trust‑centered design that fits your cap table and agreements.
Funding Plan: align titles, beneficiaries, and insurance with successor roles.
Owner's Continuity Brief: a concise, practical guide for spouse and key people (what to do first, who to call, where authority lives).
Coordination with CPA/advisor; optional review of buy‑sell funding.
Why Praxis
Business‑Aware Estate Counsel
Personal and company realities, one plan.
Succession Clarity
Avoid operational and family uncertainty.
Designed to Hold
Reviewed through the Plan Preservation Series.
Ready to Get Started?
Whether you need a full business‑integrated estate plan or want to review what you already have in place, we are here to help.
Book a Design Plan Session
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