Guidance You Can Understand —
For Your Family, Your Future,
Your Peace of Mind.
As a lawyer and advisor, I specialize in providing guidance
to those building and protecting a family legacy.
To create your personalized Protect and Prosper Plan, connect with me today.
OUR PROCESS
STAY CONNECTED
Connect
Schedule a free 15-minute consultation to discuss your goals and ask any initial questions about estate and business planning. . Connect with Kelly on Social today!
Plan & Strategize
As a legal or business client, Kelly creates a personalized strategy to safeguard what matters most and set you up for future prosperity.
Next Steps
Once a plan is in place, stay connected with Kelly as she continues to provide you with resources, and you continue to focus on what’s important.
Stay informed through Kelly's newsletter or through her social media links.
Why Connect?
Do you Worry about Protecting Your Family?
Do you have Unanswered Planning Questions?
Do you want to Grow and Plan for Your Business?
Are you Concerned about your Assets?
Do you Seek a Sounding Board?
Do You Wish for A Business, Legal, Financial & Tax Advisor?
Do you want practical advice for your family?
Let's Chat then...
About Me
Hi, 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 by combining legal expertise with strong values and genuine connection. Planning should never feel intimidating. It should feel proactive, personal, and affordable.
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, Briefs and my Briefing Room, 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.
Protect and Prosper
My Services
Kelly provides 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, she offers tailored solutions to help you achieve financial security and peace of mind.
Kelly's services include estate planning, business planning, personalized consultations,
membership options and strategic planning sessions,
all designed to support your long-term success.
Protect and Prosper.
Personal & Business Planning
A complimentary 30-minute consultation is available via Zoom or in person for new legal and business owner clients.
Ideal for individuals, business partners, or couples who want to protect and plan for their family and their business.
For More Information about Kelly's Protect and Prosper Planning, click below.
Next Step Plans
This flat fee plan is designed for individuals, business partners, or couples to plan for the future and solve concerns.
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 the conversation, with an option for a single two-hour session for added flexibility.
Ask about Kelly's Business Owners' Council too.
Call today to schedule your appointment 561-747-1646
If you are in the military or a military spouse of an active duty, reservist or retired servicemember,
sign up below to receive Kelly's newsletter and to get updates about 2026 Briefs and Mastery Classes!
Join Kelly’s Briefing Room, a first of its kind membership model that delivers ongoing support and
personal, financial and legal guidance with a family focus.
No overwhelm. Just trusted support when you need it most.
This is your space to stay equipped, protected, and confident—whether it’s safeguarding what you’ve already built, navigating legal and financial challenges, or planning for the next chapter in your family’s future. Inside, you’ll find resources, community, and clear guidance designed to keep you informed and empowered every step of the way.
If you are looking for one time resources,
Kelly also offers monthly Briefs -
practical seminars, educational tools, downloads and online videos.
Join Kelly's newsletter below for 2026 updates.
Kelly's
Planning Tools
When planning for your family, you're weighing many options. Protecting Your Assets Is Often On Your Mind. 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 & Prosper
Kelly provides advice regarding estate or business planning. This informative initial consultation provides you the tools to protect and prosper.
NEXT STEP PLAN
When we feel stuck, we can’t move forward with our plans, right?! If you need estate, financial, business or legacy planning for your family or your business, schedule a free consultation with Kelly to determine your best NEXT STEP.
TESTIMONIALS
What others are saying
I am deeply grateful!
I am deeply grateful that Kelly took the time to hear about my growing family and business. So thankful she and her team were able to help me sort through all of my options and find the direction that felt truly right for me.
- DH
I am thankful!
As a Military Wife, I wanted insight into balancing both my family and my work. 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
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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. CEPA