Welcome to Plan Right Law

At Plan Right Law our focus is helping families plan for and take control of their future. We are proud to offer compassionate planning and legal services for every stage of your life. Through our understanding of the law and your understanding of your unique circumstances we will create a custom plan that ensures your peace of mind.

We invite you to explore this site to learn more about who we are, what we offer, and how we can help you protect your family, your assets, and add to your family legacy for generations to come.

We can’t wait to welcome you at one of our complimentary workshops soon! You can easily register online, or feel free to give us a call, to hold you a spot at the next event! We hold regular, convenient, and complimentary workshops in both of our offices. Workshops cover a range of topics such as the 3-Steps to Estate Planning, Fiduciary Roles & Responsibilities, Medicaid Pre-Planning, Is Your Estate Funded Correctly, Trust Administration, How to Avoid Probate, and our new Small Business Owners Bootcamp, with ever changing options to keep up with current changes in the law that could affect your long-term goals.

Practice areas

Estate Planning & Trust Administration

Legacy Planning

Medicaid Pre-Planning

Business Planning

Our Recent Blog Posts

Old retired age couple watching TV at home

Retirement Plans for Small Businesses

The 401(k) is the most common retirement plan because of the available features and customizability to each business...

You Were Just Made Trustee…Now What?

A family member has just passed away and now you are asked to make what feels like a million decisions, and quickly! Everything from writing...

Fire in the Paint-locker! Managing Risk Through An LLC

Just weeks ago Tanner invested in a condo. It was one of several units in a large multi-unit building. In helping Tanner create his estate...

Last Will and Testament

It’s a stressful time when parents pass on, but it need not be. The key is to encourage your parents to write a will using...

“My wife and I went to David to start putting some estate plans into place. He is incredibly knowledgeable in the areas of estate planning and is a pleasure to work with. We feel comfortable recommending David to any of our friends or family.”

– Ryan Cooper

“David and his team and Plan Right Law are awesome! David helped us set up our Will and Trust. He was great to work with. Very knowledgeable, helpful, and trustworthy. I have already recommended him to multiple friends and family members.”

– Adam McLachlan

“David and his team are exceptional. We had the pleasure of working with David, Maria, and Madison. They are all extremely knowledgeable, dedicated, and efficient.”

– Isabel Cueva

“I’ve met with David several times for different situations. He is the most open, humble and trustworthy guy I’ve met in the industry! He was very straight forward, explained the process entirely and has a knack for thinking outside the box in complex situations.”

– Mindy Andrade

“Simply put Plan Right Law is the best. David and his team are very clear and thorough with what you need to provide and make sure you understand everything in entirety. They respond quickly to any questions.”

– Stewart Woolstenhulme