Owners Two-Step
Review & Align
Step 1 — Review
Step 2 — Align
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
The difference is in how we work.
Business ownership adds layers most estate plans ignore. Praxis integrates both sides of your life into one coherent plan.
Business‑Aware Estate Counsel
Personal and company realities handled together — so nothing falls through the gap between them.
Succession Clarity
Avoid operational and family uncertainty by defining who leads, who inherits, and how decisions get made.
Designed to Hold
Reviewed through the Plan Preservation Series so your plan stays current as your business evolves.
Limited Time Offer
Free Guide: Estate Planning 101
A foundational guide to estate planning for Texas families. Learn what documents you need, how to protect your assets and privacy, and how to ensure your loved ones are cared for — without the legal jargon.
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.
