Welcome!

I founded Breiner Law Firm to simplify the legal experience for parents. I provide estate planning and small business legal support making sure that everyone and everything important in your life is protected. Let me help you with the details and you can walk away feeling 100% secure that you have a family first response plan you can count on and then move on to focusing on the more important things in life.

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THE ESTATE PLANNING PROCESS

When lawyers do not take the time to listen and consider a family’s personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what your family really wants to happen.

I believe in personalized service for each and every client. My approach is educational and proactive – I will educate you based on the specifics of your family situation, your assets, and your individual needs. I will listen to your wants, desires, and values specific to you and your family and then guide you to tell me what you want most so I can create the plan that aligns with your objectives. I have annual membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way, and you are able to feel confident calling me with any legal issue without ever worrying about receiving a bill in the mail for hourly fees. I value our relationship and communication. I am your Personal Family Lawyer® and I will be for life.

My 6-Step Planning Process covers every step of your planning journey and leaves you with a complete estate plan in roughly 6 weeks.

INITIAL 20-MINUTE CALL

I will gather some basic information and then we will schedule your Family Wealth Planning Session. You will receive your homework instructions to start preparing for your session. You will receive a paper packet in the mail with your Session agenda and folder with checklist in about a week.

Schedule Your Initial Call

PRIVATE 2-HOUR PLANNING SESSION

During your Family Wealth Planning Session we will discuss how to keep your family out of court and accomplish your goals for both your financial and human assets. We will reserve time to design your plan too.

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we DRAFT YOUR PLAN

Once your Family Wealth Planning Session is complete and we design your plan together, drafting takes about 4 weeks from the date of your Session. You review your drafts before scheduling the signing. I will perform your signing ceremony in the next two weeks by either video conference or in your home.

Client Portal Acess

RECEIVE YOUR PLAN

After your signing ceremony is complete, the estate plan will be scanned and uploaded to the client portal and delivery of your documents will be scheduled.

FUND YOUR TRUST

We will work together to transfer all of the appropriate assets into your trust, if needed, and schedule any follow ups needed to complete the funding of your trust.

3-YEAR REVIEWs & MEMBERSHIP

I review your plan every 3 years (no charge). There are membership plans available for the family who wishes additional and ongoing support.

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Alexis is a mom of two and nationally-recognized attorney who has appeared on The Today Show, Good Morning America, and many of your other favorite shows talking about legal planning and how to make it easy for parents to do the right thing by their kids.