Guidance You Can Understand — for Your Family, Your Future, Your Peace of Mind.
Protect your family and protect your business as you plan to prosper. As a lawyer and advisor, I specialize in providing guidance to those building a family legacy. Connect with me today to plan for your next step.
OUR PROCESS
Connecting
With Us
Explore & Connect
Schedule a free 15-minute consultation to discuss your goals and ask any initial questions.
Plan & Strategize
In our meeting, we’ll create a personalized strategy to safeguard what matters most and set you up for future prosperity.
Move Forward
Once we have a plan in place, you can relax knowing we’ll handle the details while you focus on what’s important.
About Me
I’m Kelly Sturmthal—attorney, Certified Exit Planning Advisor (CEPA), entrepreneur, and proud military wife and mom. For more than 25 years, I’ve guided families and business owners through estate planning, business growth, and succession strategies that stand the test of time.
My mission is simple: to bring clarity and confidence to estate and business planning—especially for military families—by combining legal expertise with strong values and genuine connection. Planning should never feel intimidating. It should feel proactive, personal, and affordable.
That’s why I built Kelly’s Briefing Room—a first-of-its-kind membership model that delivers ongoing legal and business guidance with a family focus. No hourly billing. No overwhelm. Just trusted support when you need it most.
What drives my work:
Family First Every plan protects your values and the people you love.
Business Clarity From growth strategies to exit planning, your roadmap matters.
Peace of Mind Life is unpredictable, but your future doesn’t have to be.
Through my law firm and my Briefing Rooms, I serve as a trusted guide during life’s most critical decisions—whether you’re building a legacy, growing a business, or preparing for transitions ahead.
If you’re in Jupiter, across Florida, or beyond and want to plan ahead with confidence, let’s connect. Together, we’ll make sure your family and your business are ready for what’s next.
Where legal clarity meets military heart.
Next Steps
Do you Worry about Protecting Your Family?
Do you want to Grow and Plan for Your Business?
Are you Concerned about your Assets? Do you Lack Time to Plan for Your Long Term Business and Retirement Goals? Do you Seek a Sounding Board?Do You Wish for A Business, Legal, Financial & Tax Advisor?
TESTIMONIALS
What others are saying
I am deeply grateful!
I am deeply grateful that Kelly took the time to hear about my growing business. So thankful she and her team were able to help me sort through all of my options, align my skills, and find the direction that felt truly right for me.
- DH
I am thankful!
As a Military Wife and Mom getting back into business, I wanted insight into balancing both my family and my business. I am thankful for the alignment check and the insight provided by Kelly.
- HM
So helpful & timely!
While my partners and I had a sound business idea, we didn’t have the legal background to protect us in our business launch. Kelly helped us get started with a structure that worked for us and for our family. So helpful and timely.
- MK
Let's Talk!
When planning for your family, you're weighing many options. As a business owner, you juggle multiple roles daily to keep your customers happy and your business thriving.
Take a moment now to consider
Your Next Step — so you can protect and prosper!
Protect Your Family
This seminar is for advice regarding estate or business planning. This informative online seminar provides you the tools to protect your family.
Skills Alignment
Are you aligned with your business goals and plans? Do you know your natural skills? Knowing your natural skills is an extremely encouraging benefit. Let’s move you forward TODAY!
Back To Basics
When we feel stuck, we can’t move forward with our plans, right?! If you need a NEXT STEP plan for your family or your business, plan for a business consultation with Kelly.
My Services
We provide expert guidance for individuals, business partners, and families, including military families, looking to protect their personal and business legacies. Whether you're taking the first steps in planning, refining your strategies, or implementing a comprehensive approach, we offer tailored solutions to help you achieve financial security and peace of mind. Our services range from personalized consultations to strategic planning sessions,
all designed to support your long-term success.
Personal & Business Legacy Review
A complimentary 30-minute consultation is available via Zoom or in person with a commitment to a Next Steps planning session. This offer is exclusive to new clients.
Next Step Plans
This plan is designed for individuals, business partners, or couples to help advance your financial and business journey. It includes a comprehensive review within the Protect and Prosper framework, a customized 30-60 day implementation plan, and updates to key legal documents. Your financial planner or CPA can join, with an option for a single two-hour session for added flexibility.
Business Planning Review
A no-obligation 30-minute Zoom or phone consultation for entrepreneurs to review their business and estate plans, ensuring long-term protection and continuity. For an in-person meeting, please call Kelly’s office to coordinate.
Personal Estate Planning Review
A no-obligation 30-minute Zoom or phone consultation to discuss your current or future estate plans and ensure they align with your goals.
Implement Plan
Designed for those ready to take action, this plan provides a strategic review, a 30-60 day implementation roadmap, and updates to key legal documents. Financial planners and CPAs are welcome to participate, with flexible session options available.
Protect & Prosper Plan
Comprehensive planning for individuals, business partners, or couples looking for strategic financial and business guidance. Includes a tailored implementation strategy, long-term goal planning, and optional extended session formats.
Kelly's Briefing Room
A mastery group for career military wives, focusing on protecting what you have already built and planning for an even greater future. Contact us for details.
Protect Your Family
Customized planning sessions for groups of five or more, tailored to their specific needs. Industry professionals included based on group interests. Contact us for details.
Let's Stay Connected!
Kelly’s mission is to create a plan for her clients that Protects and Prospers. As an Entrepreneur, Lawyer, Exit Advisor, Military Wife and Military Mom, she understands the importance of protecting family time, building a lasting legacy and impacting future generations.
Copyright 2025 | Kelly Sturmthal Esq