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.
Connect with me today to plan for your next step.
OUR PROCESS
Connecting
Connect
Schedule a free 15-minute consultation to discuss your goals and ask any initial questions about estate and business planning. . If you would like more information about Kelly’s Briefing Room, connect with her on Linked In.
Plan & Strategize
As a legal or business client, we’ll create 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
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 offer Protect and Prosper Plans and 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.
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, I offer tailored solutions to help you achieve financial security and peace of mind.
My services include from personalized consultations, membership options and strategic planning sessions, all designed to support your long-term success.
Personal & Business Estate Planning Review.
Protect and Prosper.
A complimentary 30-minute consultation is available via Zoom or in person for new clients. Call today to schedule your appointment 561-747-1646
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
Kelly's Briefing Room
Join Kelly's mastery group for career military wives, focusing on protecting what you have already built and planning for an even greater future.
For more information about this briefing room, click below.
MORE about Kelly's Briefing Rooms ...
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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.
Alignment
Do you know your natural skills? Knowing your natural skills is an extremely encouraging benefit. Kelly discusses this in her estate and business planning consultations and in Kelly's Briefing Rooms.
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 consultation with Kelly.
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
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. CEPA