Estate planning coordination
Bring your wishes, family responsibilities and financial life into one organized plan.
Explore →Estate • family • business
A clear plan.
A lasting legacy.
Protect what matters by connecting your wishes, your financial life and the professionals who help you carry them forward.
Based in Maple Valley • Serving individuals, families and business owners
Your goals at the centerIndependent legal counselCoordinated follow-through
Your plan should reflect your whole life.
Whether you are starting fresh, revisiting existing documents or preparing for a transition, we help turn an overwhelming list into a clear sequence.
Trust & beneficiary coordination
Make the connections between your documents, your accounts and your intentions.
Explore →Family & care planning
Prepare for the people and decisions that matter when life becomes complicated.
Explore →Business succession coordination
Connect the future of your business with the future of your family.
Explore →Ongoing planning & reviews
Keep your plan connected as your life changes.
Explore →Advanced planning
Explore complex planning questions and the Integrated Trust Systems platform with the right professional guidance.
Explore →One coordinated conversation. Clear professional roles.
Mike Dyal · your planning contact
Mike helps organize priorities, connect related financial and tax questions, and keep the next steps visible.
Ciara Lister · legal counsel
Ciara Lister, founder and managing attorney of Gulf Coast Law PA, is the attorney of record Mike works with for estate planning matters. Legal engagement and jurisdiction are confirmed for each client.
You · the decision maker
Your intentions guide the process. Your attorney advises on legal choices, and the professionals responsible confirm scope and fees before work begins.
Understand advanced planning before choosing a path.
Explore the eStatePlan™ platform from Integrated Trust Systems and the questions that make a more complex plan worth reviewing.
Watch the provider introduction & explore →Useful technology. Thoughtful guidance.
Client access, document organization and communication can support a plan. Your attorney still determines legal suitability and implementation requirements.
A thoughtful plan starts with a conversation.
Tell us what matters to you, what has changed, and what feels unfinished. We’ll help define your next step.
Estate & Legacy Notes
A practical monthly check-in for your estate and business succession planning. Read the September edition, download a copy, or subscribe for future notes.