Our Approach
Principled Results Estate Planning Program (PREPP®)
Estate Planning with Purpose
PREPP® is the proprietary estate planning methodology developed by Gary Cornick, designed to ensure that your legacy is about more than just distributing assets. PREPP® stands for Principled Results Estate Planning Program—a process built around memorializing your values, principles, and life’s mission in every aspect of your estate plan. It’s estate planning with intention, ensuring your wishes are fully honored and your story continues for generations. As we say: “...because your legacy matters.”
Why PREPP®? – Beyond Boilerplate Documents
Traditional estate plans often stop at “who gets what.” The PREPP® approach is different. It inspires clients to see that estate planning can be a positive, values-driven process—one that continues your purpose and beliefs through the lives of those you care about. Many people put off estate planning because it feels morbid or overwhelming; PREPP® reframes it as an act of meaning, allowing your plan to uplift, protect, and guide your family and community.
The PREPP® Process:
5 Steps to a Principled Plan
01
In-Depth Consultation
We start by learning about you—your family, assets, and, most importantly, your core principles and goals. We ask not just “who gets what,” but “what matters to you?”
02
Holistic Review
We look at your financial picture, health, family dynamics, and any religious or ethical priorities. Every plan is tailored to your full circumstances, ensuring that nothing is left out—whether you want to benefit a charity, reflect your faith, or address a specific family situation.
03
Goal-Driven Plan Design
Together, we develop a plan that addresses taxes, long-term care, and standard needs—but also integrates your unique vision. Whether you want to encourage certain values in heirs or benefit a cause, each provision has purpose.
04
Document Preparation & Review
We draft customized PREPP®-optimized estate documents—wills, trusts, directives—and review them with you to ensure your intent is clearly reflected. Special provisions are included when needed, such as requiring a beneficiary to meet certain conditions or explaining your reasoning in a heartfelt letter.
05
Ongoing Review
PREPP® isn’t one-and-done. If you like, we are available for periodic check-ins so that your plan stays current with your evolving circumstances and values.
Examples of PREPP® in Action - Real Stories from Clients of Gary Cornick
Joe's Story: Guiding a Young Adult
Concerned for his adult child’s destructive choices, Joe used PREPP® to create a will with a conditional inheritance. The child must meet specific standards to receive their share, and the will includes a personal letter expressing Joe’s love and reasoning. This approach guided the child toward positive change, honoring both protection and compassion.
Rebecca's Story: The Legacy of an Animal Advocate
As an animal lover, Rebecca used PREPP® to direct part of her estate toward animal welfare in a way that was meaningful to her—establishing a pet trust and ensuring ongoing support for her favorite causes. The plan gave her peace of mind, knowing her mission would continue after her lifetime.
Who Can Benefit? – Not Just for the Wealthy
PREPP® is for anyone who wants their estate plan to reflect their principles, not just their possessions. Whether your estate is modest or substantial, everyone has hopes and values for their loved ones or community. PREPP® ensures these are honored, providing clarity and a sense of purpose for clients at every stage of life.
An Inspired Estate Plan – Our Commitment
At the Law Offices of Gary Cornick, we believe estate planning should be uplifting, not daunting. PREPP® helps take the reluctance out of planning by showing how your documents can be an extension of your life and values. When your wishes are clearly articulated, your loved ones experience fewer conflicts and greater comfort—because your estate plan is truly your legacy, not just a set of forms.
Start Your PREPP® Planning
Ready to experience estate planning with real purpose? Schedule a PREPP® consultation today to discover how we can craft a plan that achieves your financial goals and honors what matters most to you.