Protecting Your Family. Preserving Your Legacy.
Protecting Your Family. Preserving Your Legacy.
For business owners who understand that protecting their company and protecting their family are the same conversation. Business Legacy integrates succession planning, entity structure, and personal estate strategy into one unified membership.
Starting at
$99 /month
Billed annually · Save ~10% with annual plan
Cancel anytime · 30-day satisfaction guarantee
One membership covers your business succession documents, entity governance, and integrated personal estate plan — with no per-document billing.
Complete your membership registration and provide information about your business, ownership structure, and planning goals.
We’ll review your operating agreement, business structure, and succession planning to ensure everything works together.
Take advantage of business legal check-ins, compliance reviews, business titling guidance, and referral partner resources.
As your business grows and changes, your membership provides ongoing legal guidance to help support long-term continuity and succession planning
This plan is designed for business owners, LLC members, rental property owners, and entrepreneurs who want to align their business planning with their estate plan.
We’ll review your operating agreement to identify potential issues, ensure it reflects your current business structure, and discuss recommended updates.
An entity compliance review helps ensure your business remains in good standing by reviewing key governance requirements and identifying potential compliance concerns.
These discussions focus on business continuity, ownership transitions, and long-term succession planning so your business is prepared for future life events.
Business Legacy members have access to trusted referral partners in areas such as accounting, insurance, financial planning, and other professional services.
Members receive a 10% discount on eligible business review services and priority access to business-related legal work.
This membership is intended to support the business interests associated with your personal estate plan. If you have multiple businesses or more complex needs, we’ll discuss the best solution for your situation.
Yes. As your legal planning needs evolve, you may upgrade to another Membership Plan. Our team can help you determine which plan best fits your current circumstances and guide you through the transition. This gives prospects confidence that they aren’t locked into one option if their needs change over time.
Enroll in Business Legacy and get a senior attorney who understands both your business and your estate — working together year-round.
Sherill Regidor brings over 14 years of customer service expertise to her role as a Client Engagement Specialist at Pile Law Firm. In her position, Sherill is dedicated to managing the client experience with excellence. She adeptly addresses client concerns, answers phone calls, gathers client information, and fosters strong relationships with clients. With a keen understanding of the importance of exceptional customer service, Sherill ensures that every client interaction is handled with care and professionalism. Her wealth of experience and commitment to client satisfaction make her an invaluable asset to our team.
Yna Espinosa brings 14 years of customer service experience and a heartfelt dedication to her role as a Client Engagement Specialist at Pile Law Firm. With a background in nursing home management, Yna possesses a deep understanding of people’s needs and the experiences that bring clients to our office. Her versatile professional background, spanning industries such as healthcare, hospitality, horticulture, and customer service, has equipped her with invaluable skills in relationship building and client care. Yna’s passion for growth and learning drives her commitment to providing exceptional service and ensuring that every client interaction is handled with empathy, professionalism, and attentiveness.
As the Client Engagement Manager and Culture Ambassador at Pile Law Firm, Jae A. Spencer ensures every client receives exceptional service from their first interaction. Leading the Client Engagement team, Jae streamlines the intake process with care, efficiency, and attention to detail. Beyond client service, Jae champions a positive workplace culture through team-building and initiatives that promote collaboration, inclusion, and balance. With a passion for people and a commitment to excellence, Jae strengthens both client relationships and the firm’s internal community—reflecting Pile Law Firm’s dedication to compassion, integrity, and outstanding service.
Blythe Adamo brings over a decade of paralegal experience and a wealth of expertise in Real Estate, Guardianships, and Medicaid Planning to her role at Pile Law Firm. With her extensive knowledge of Medicaid, Guardianships, Estate Planning, Estate & Trust Administration, and Real Estate, Blythe plays a pivotal role in supporting our legal team and ensuring the smooth execution of complex matters. Her dedication to detail, coupled with her profound understanding of legal intricacies, enables her to provide invaluable assistance to our attorneys and clients alike. Blythe’s commitment to excellence and her passion for serving others make her an indispensable asset to our firm.
Sheri Hunt, Paralegal at Pile Law Firm, brings over two decades of experience in the legal industry, specializing in Estate Administration and Taxes. With a keen focus on excellence, Sheri is dedicated to providing top-notch service to our clients. Her extensive knowledge encompasses all aspects of estate and trust administration, along with proficiency in preparing PA Inheritance, Fiduciary, and Individual Income Tax returns. Sheri’s expertise ensures that our clients receive exceptional support and guidance throughout the estate management process, reinforcing our commitment to delivering unparalleled client experiences.
As the Director of Operations at Pile Law Firm, I bring over a decade of extensive experience in the legal field, spanning from 2007. My career has encompassed roles in both complex litigation and firm administration across various firm sizes. At Pile Law Firm, I am responsible for overseeing case management, exploring business development opportunities, and supervising the IT and operational functions essential for the smooth running of the firm. My role is pivotal in maintaining both client and staff satisfaction. I am dedicated to enhancing the profitability and efficiency of our service offerings, as well as training and developing our team’s leadership capabilities. My comprehensive approach ensures that our firm not only meets but exceeds the expectations of those we serve.
