Continuum Counsel — Wealth Strategy Division
The Continuum Counsel
Wealth Journey™
A structured, six-tier legal strategy system designed to grow with you, protect what you’ve built, and position your family for long-term success — at every stage of wealth.
We work with Doctors and Physicians, Dentists, Veterinarians, Optometrists, Chiropractors, Nurses and other Medical Professionals, Certified Public Accountants, Financial Advisors, Engineers, Attorneys, Executives, and Business Professionals, as well as Individuals Experiencing Significant Wealth Events — business sales, inheritances, IPOs, and major liquidity events — to protect income, reduce liability exposure, and build long-term wealth preservation strategies tailored to the unique challenges high earners face.
The Pinnacle Wealth Journey™
Choose the Level of Planning That Matches Your Life
Each tier represents a different stage of financial complexity, protection needs, and long-term planning strategy. Select a tier to learn more.
Foundation Plan™
A Solid Legal Foundation for What Matters Most.
Who This Is For
This plan is designed to give you a solid legal foundation — making sure your wishes are clear, your loved ones are protected, and someone you trust can step in if needed.
Typical Profile
- Early-career professionals
- Young families with minor children
- Growing savings and first-time homeowners
What You Get
- Last Will & Testament
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Authorization
- Directive to Physicians (Living Will)
- Guardian Designations (if applicable)
Typical Client
Young professional, recently married, first home
“We just bought our first house and had a baby on the way. We needed to make sure everything was covered if something happened to either of us.”
Trust Plan™
Probate Avoidance & Control Plan.
Who This Is For
We start with a complete foundational plan, and then layer in the trust to help your family avoid probate and keep everything coordinated.
Typical Profile
- Homeowners seeking probate avoidance
- Families with moderate-to-growing assets
- Real estate owners wanting proper trust funding
What You Get
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Medical Power of Attorney
- HIPAA Authorization
- Directive to Physicians
- Trust Funding Instructions
Typical Client
Homeowner couple, mid-career, growing 401(k) and investments
“We realized our will alone wouldn’t keep our family out of probate. The trust gave us control and privacy we didn’t know we were missing.”
Probate Avoidance & Control Plan
$3,500 – $4,500
Individual: ~$3,500 · Married Couple: ~$4,500
Own rental or investment properties? We’ll also discuss whether a Series LLC structure is appropriate to help protect your assets and reduce liability exposure.
Optional Add-Ons
Family Wealth Plan™
Asset Protection & Structured Planning.
Who This Is For
Designed for individuals and families who own rental or investment properties, have multiple assets or entities, want liability protection + structured inheritance, and are building $1.5M–$5M+ in net worth.
Typical Profile
- Rental or investment property owners
- Multiple assets or entities requiring coordination
- Net worth: $1.5M – $5M+
What You Get
- Everything in the Trust Plan™, plus:
- Advanced Trust Planning (staged distributions, beneficiary protection)
- Asset Protection Integration & Liability Risk Analysis
- Series LLC Formation (Texas) with Custom Operating Agreement
- Trust + LLC Integration & Succession Planning
- Funding & Coordination with CPA / Financial Advisor
Typical Client
Business owner, 3 rental properties, $2M net worth
“I had an LLC and a trust, but nothing was connected. The Series LLC structure finally gave me real liability separation across my properties.”
Asset Protection & Structured Planning
$6,500 – $10,500
Individual: $6,500–$7,500 · Married Couple: $8,500–$10,500
This plan is designed for clients building meaningful wealth who want to protect their assets, reduce liability, and create a structured, intentional plan for their family.
Legacy & Wealth Counsel™
Ongoing Strategic Advisory & Advanced Planning.
Who This Is For
Designed for clients who have $3M+ net worth with complexity, own multiple entities, investments, or real estate portfolios, want ongoing legal counsel integrated with their financial team, and require advanced planning + coordination.
Typical Profile
- Net worth: $3M+ with complexity
- Multiple entities, investments, or real estate portfolios
- Desire for ongoing advisory relationship with legal counsel
What You Get
- Everything in the Family Wealth Plan™, plus:
- Estate & Tax Planning Coordination
- Advanced Trust Strategies & Multi-Entity Optimization
- Business Succession & Real Estate Portfolio Structuring
- Direct Collaboration with CPA & Financial Advisor
- Annual Strategy Reviews & Priority Counsel Access
Typical Client
Multi-entity owner, $5M+ portfolio, works with CPA and financial advisor
“I needed legal counsel that could sit at the table with my CPA and wealth advisor — not just draft documents. This is the first time all three are aligned.”
Private Client & Family Office Counsel™
Ultra-High-Net-Worth Advisory & Legacy Architecture.
Who This Is For
For a select group of clients, we provide ongoing, high-level legal counsel integrated with their financial and advisory team. Designed for those with $10M–$30M+ who require quarterback-level legal strategy across their entire structure.
Typical Profile
- Net worth: $10M – $30M+ (and beyond)
- Multiple businesses, entities, or real estate portfolios
- Tax-aware, multi-generational planning needs
What You Get
- Everything in Legacy & Wealth Counsel™, plus:
- Multi-Layer Trust Design (family trusts, dynasty concepts)
- Business Succession, Exit & Pre-Sale Liquidity Planning
- Tax-Aware Planning Coordination with CPA
- Family Office-Level Multi-Advisor Coordination
- Multi-Generational Legacy & Governance Architecture
- Direct Attorney Access & Priority Handling
Typical Client
Family office principal, 3 businesses, $18M estate, multi-generational legacy
“Our legal strategy touches every part of our family’s wealth. Having counsel who understands the full picture — not just one piece — changed everything.”
Side-by-Side Comparison
What’s Included at Every Tier
See exactly what each level of the Pinnacle Wealth Journey™ includes — and find the right fit for your needs.
Not sure which tier?Take the 60-Second AssessmentFeatures
Tier 3
Family Wealth
Core Documents
Trust & Estate Planning
Asset Protection & Entity Structuring
Business & Tax Planning
Advisory & Coordination
Legacy & Governance
Starting Investment
$950–$1,050
Couple: $1,650–$1,750
$3,500–$4,500
Ind. ~$3,500 · Couple ~$4,500
$6,500–$10,500
Ind. $6,500–$7,500 · Couple $8,500–$10,500
$15,000–$25,000+
Ongoing: $6K–$15K/yr
$35,000–$75,000+
Ongoing: $15K–$50K+/yr
Ongoing Protection
Annual Maintenance & Advisory
Your plan should evolve with your life. Our annual programs keep your documents current, your structures optimized, and your family protected.
Foundation & Trust Plan
$295 – $495 / year
Annual review & document updates
Family Wealth Plan
$750 – $1,250 / year
Strategy review & asset coordination
Legacy & Private Client
$2,500 – $7,500 / year
Full advisory & multi-advisor coordination
Educate & Elevate
Every client enters with clarity on their tier and a path to grow
Precision Alignment
The right level of service for every stage of wealth
Lifetime Value
A multi-tier system designed to deepen client relationships
The Difference
Most law firms sell documents.
At Continuum Counsel, we deliver structured legal strategies aligned with your level of wealth, risk, and long-term vision.
Wherever you are today, the Pinnacle Wealth Journey™ gives you a clear path forward.