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.
Not sure which first step fits? Start with the 90-min: Owners Alignment Session if you need clarity. Choose the 120-min: Planning Design Session if you are ready to move into plan design.
Owners Two-Step
Review & Align
Step 1 — Review
Step 2 — Align
Personal and company realities — one plan.
We coordinate your estate plan with your business agreements.
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.
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.
Crafted for Continuity
Trust-based planning crafted for continuity across family, ownership, and succession.
Limited Time Offer
Free Guide: Wills vs. Trusts in Texas
Not sure whether a will or a trust is right for your family? This plain-English guide breaks down how each tool works in Texas, when each makes sense, and what happens if you choose the wrong one.
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.
