How One Ohio Couple Secured Peace of Mind for Their Family

When Mark and Lisa, a couple in their early 50s from Dublin, Ohio, began thinking about their legacy, they faced the same challenge many families do: they knew estate planning was important, but didn’t know where to start. Like many, they had delayed the process for years—until they found a simple, guided path forward.

In this blog post, we’ll walk through how Mark and Lisa went from uncertainty to clarity using our Life & Legacy Planning Process, and how you can do the same.

 The Estate Planning Challenge: Clarity, Not Complexity

Mark and Lisa weren’t looking for high-level tax loopholes or complicated trust structures. Their goals were practical and relatable:

1. Avoid probate court and unnecessary delays.
2. Name trusted guardians and decision-makers.
3. Ensure their adult children wouldn’t be left overwhelmed.

“We just want to make sure everything is easy for our kids,” Lisa shared.

They had no clear plan in case of emergency or incapacity. And like so many families, they had put estate planning on the back burner—until now.

The Process: Estate Planning That Actually Makes Sense

Mark and Lisa chose to work through our Life & Legacy Planning Discovery Process—a structured, collaborative session designed to simplify estate planning for families at any stage of life.

During one session, they:

• Clarified their core priorities.
• Identified trusted agents for financial and medical decisions.
• Learned how to avoid probate through the use of revocable living trusts.
• Understood how documents like powers of attorney, living wills, and health care directives work together.

This planning session helped them see the big picture while focusing on only the decisions that truly mattered for their family.

 The Outcome: A Plan That’s Simple, Strong, and Personalized

Mark and Lisa chose our PlanProtect Package — a revocable living trust-based estate plan designed to meet the needs of everyday families who want to keep things simple and clear.

Their plan included:

• A revocable living trust to bypass probate.
• Healthcare directives and powers of attorney to ensure smooth decision-making in emergencies.
• A clear incapacity plan so their children wouldn’t have to guess.
• Guardianship nominations and instructions for the future.

They walked away not just with documents—but with true confidence in the plan.

“We didn’t know where to start. Now we feel like responsible adults. We’re grateful it was this easy,” Mark said.

Estate Planning Takeaways for Central Ohio Families

This case highlights something important: estate planning doesn’t have to be overwhelming.

If your goals are similar to Mark and Lisa’s—keep things simple, avoid probate, protect your family—then you can benefit from a plan that meets you where you are.

Estate planning isn’t just for those that have millions in assets or a complicated family structure. Every adult should have a clear roadmap and a trusted advocate to guide them.

Ready to Take the First Step?

If you live in Central Ohio, we’re here to help build an estate plan that works—for you and for the people you love.
Get peace of mind knowing your family is protected—no matter what. Give our office a call to get started.

All names and identifying information have been anonymized.