What we offer
Estate Planning Services That Protect What Matters
Our estate planning attorneys in Lynchburg help individuals and families protect their legacy with personalized legal solutions — including wills, trusts, powers of attorney, and medical directives that align with your values and long-term goals.
Wills & Personalized Planning
Strategic guidance to draft wills that reflect your wishes, minimize confusion, and simplify the process for loved ones, including:
- Last Will & Testament Drafting
- Guardianship Planning for Minor Children
- Specific Bequests & Legacy Instructions
- Executor Counsel & Appointment
- Coordination with Beneficiary Designations
- Contingency Planning for Life Changes
Revocable & Irrevocable Trusts
Advanced trust structuring to manage, control, and protect assets during life and after death — offering probate avoidance, tax mitigation, and clarity for beneficiaries, including:
- Revocable Living Trusts
- Irrevocable Trust Formation & Counsel
- Marital & Family Trusts (A/B/C Planning)
- Special Needs Trusts
- Charitable Remainder & Legacy Trusts
- Trust Funding & Title Transfers
Powers of Attorney (Financial & Durable)
Legally binding documents to ensure continuity of financial control in the event of incapacity — empowering trusted individuals to act decisively, including:
- Durable General Powers of Attorney
- Limited & Special Purpose POAs
- Springing Financial Powers of Attorney
- Successor Agent & Backup Designations
- POA Revocation & Conflict Resolution Provisions
Medical Directives & Healthcare Planning
Comprehensive legal drafting to align medical care with personal values, reduce stress on loved ones, and comply with HIPAA and state laws, including:
- Advance Medical Directives (Living Wills)
- Durable Healthcare Powers of Attorney
- Do Not Resuscitate (DNR) Guidance
- Organ Donation Authorizations
- HIPAA Releases & Medical Access Protocols
Medicaid Planning & Long-Term Care Trusts
Legal strategies to preserve family assets while ensuring eligibility for Medicaid and long-term care programs — balancing compliance, control, and generational protection, including:
- Irrevocable Income-Only Trust (IIOT)
- Medicaid Asset Protection Trusts (MAPTs)
- Pre-Planning for Look-Back Period Compliance
- Spousal Refusal & Community Resource Protections
- Homestead & Real Estate Transfer Structuring
Asset Protection & Risk Mitigation Trusts
Tailored legal solutions to reduce liability exposure, preserve wealth, and insulate high-risk or high-value assets from future claims, including:
- Domestic Asset Protection Trusts (DAPT)
- Limited Liability Company (LLC) Integration with Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Spendthrift & Creditor Protection Clauses
- Firewall Structuring for High-Net-Worth Clients
- Attorney-Assisted Counsel and Advisory
Digital & Personal Property Planning
Legal tools to ensure clarity and control over digital accounts, intellectual property, and sentimental or personal assets often overlooked in traditional plans, including:
- Digital Asset Access & Disposition Clauses
- Crypto & Digital Currency Transfer Protocols
- Personal Property Memorandums
- Intellectual Property Assignment Guidance
- Digital Executor Appointment & Instructions
- Ongoing Advisory Support as Needed
Business Succession & Ownership Transfer
Strategic legal planning for closely held businesses to ensure continuity, equity alignment, and legal clarity during transitions or unexpected events, including:
- Buy-Sell Agreements & Succession Triggers
- Operating Agreement Integration with Estate Plans
- Family-Owned Business Transition Structuring
- Key-Person & Cross-Purchase Strategies
- Coordination with CPA, Financial, and Tax Teams
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What Sets Us Apart
Why Relevant Law
Relevant is a national legal services firm founded in 2016, built on a professional services model that blends legal expertise with strategic advisory support for individuals and businesses.
Relevant was built to deliver legal services differently — through strategic insight, modern technology, and a commitment to better outcomes. Our attorneys bring deep legal and business experience, focused on practical, forward-looking solutions.
Clients choose Relevant not just for legal answers, but as trusted advisors and consultants who help them make smarter decisions, manage risk, and plan for what’s next.
Client Meeting Center
2016
Founded by former tech executives to modernize legal services.
1000+
Businesses and individuals served each year with proactive, strategic legal counsel.
100%
Driven by relationships. Measured by client success.
