At DuPont Law Group, we believe estate planning is more than a legal transaction—it’s a cohesive strategy that serves you and your family for generations. That’s why we’ve developed the 4D Estate Plan™, a proven and comprehensive approach that goes beyond just documents to deliver true peace of mind for your family and your financial future. A plan that serves you throughout your lifetime, and after.
What Is the 4D Estate Plan™?
The 4 D’s stand for Document, Defend, Discover, and Deliver—four pillars that ensure your estate plan is truly integrated with your life, your wealth, and your values.
Unlike traditional estate plans that stop at drafting a few documents, our 4D model offers a multi-dimensional experience:
- Document – Build the legal foundation with a will, basic revocable trust, power of attorney, and healthcare directives.
- Defend – Align your assets and property titles to avoid probate and ensure your plan actually works when it matters most.
- Discover – Meet with a Certified Financial Planner to uncover opportunities and risks, tax efficiencies, and strategic guidance that impacts your wealth.
- Deliver – Protect and pass on your legacy with purpose, backed by an experienced financial planning team that takes care of things throughout your life.
Who Is It For?
The 4D Estate Plan is ideal for:
- Clients who want their tax, legal, and financial strategies working in harmony and all in one place.
- Those preparing for retirement or navigating a life transition.
- Individuals and families who have built substantial assets.
- Anyone seeking to avoid family conflict and leave a legacy that reflects their values.
Whether you’re a first-time planner or looking to upgrade an outdated plan, the 4D experience ensures everything you’ve built is aligned and protected.
What Problems Does the 4D Plan Solve?
Many Ohioans still go through the costly and frustrating probate process even though their loved one had a will. Estate planning often fails not because documents are missing—but because the strategy and follow-through are missing. The 4D Estate Plan solves common pitfalls such as:
❌ Juggling disconnected advisors.
❌ Overpaying in taxes (especially during retirement).
❌ Leaving heirs unprepared and causing family conflict.
❌ Plans failing to work because assets weren’t titled correctly.
❌ No system for keeping the plan current over time.
By working with one integrated team, our clients avoid these issues and gain a clear roadmap to preserve and grow their legacy.
What’s Included in the 4D Estate Plan™?
Depending on your needs and life stage, our packages scale from foundational to fully comprehensive. All levels build upon each other and may include:
✅ Legal Foundations with the LifeStart Package (Document)
- Will, Living Will, and Powers of Attorney
- Revocable Trust
- Guardianship nominations for children
- Childcare affidavits
- A deed for your Ohio property
✅ Asset Alignment & Legal Support with the PlanProtect Plan (Defend)
- Trust funding and asset titling support
- Probate court avoidance
- Beneficiary designation reviews
- Emergency document access via DocuBank or EverPlans
- Special instructions for your key decision makers
✅ Financial & Tax Insights with the ClarityMap Plan (Discover)
- Full review of your finances and taxes, and how they fit into your overall estate plan
- Help organizing your accounts and insurance
- 401(k) and Social Security guidance
✅ Full Legacy, Financial and Tax Integration with the LegacyMax Experience (Deliver)
- Legacy interviews to capture your voice and values
- Annual meetings with your financial advisor and family
- Multi-generational planning and charitable giving
- Coordination with all your advisors
Listen to Attorney Greg DuPont talk about the importance of coordinating your financial, tax and estate planning in the following podcast episode.
The Client Experience: Simple, Guided, and Personalized
From your first call to the final signature, our team walks with you every step of the way:
- Intake – You call our office, and we’ll gather a few key details. You’ll fill out a comprehensive intake form that inventories your assets and your goals, so the attorney knows how to best help you.
- First Meeting – Your attorney will explain the core documents and put a structure together for your plan. You’ll have the opportunity to ask questions and share concerns.
- Document Review & Signing – After drafts are completed, we’ll send you a video walking through every detail of your documents, make any changes necessary, and finally have an in-person signing.
- Ongoing Support – Through our VIP Memberships, we keep your plan updated and your family protected for years to come.
Why Choose DuPont Law Group?
📍 Local, relationship-based firm in Dublin, OH.
👨👩👧👦 Family-focused approach rooted in empathy and clarity.
💼 A team that integrates legal, financial, and tax expertise.
🧠 Led by Greg DuPont, renowned Estate Planning Attorney, Certified Financial Planner, Speaker and Author
Take the First Step Toward a More Secure Future
Your legacy is too important to leave to chance—or a one-size-fits-all plan. With the 4D Estate Plan™, you’re not just preparing documents, you’re designing peace of mind.
📞 Schedule your consultation today by calling 614-881-2523
Greg DuPont, JD, CFP®, is a well-respected estate attorney, financial advisor, public speaker, and published author. He centers his multiple businesses around education, guidance, and relationship-building. This comprehensive combination gives him, and his team, the opportunity to effectively serve both individuals and their families. He is a life-long resident of Central Ohio and spends the majority of his time with his wife, Julia, and daughter, Sophie.
