At J&G Legacy Planning, we make living wills and revocable trusts straightforward, affordable, and human. Through our partnership with trusted local attorneys, you get the same quality documents at a fraction of the cost.
We're JT Miller and Greg Henry — the J and the G behind J&G Legacy Planning.
We started J&G Legacy Planning because we believe protecting your family shouldn't require a law degree to understand — or an attorney's billable hour to afford. We are not attorneys, and we don't pretend to be. What we are is approachable, knowledgeable guides who sit down with you, ask the right questions, and translate your wishes into something the licensed attorneys we partner with can turn into rock-solid documents.
JT strives to empower his clients, ensuring they feel informed and confident in their financial choices. As a former college basketball player, JT embodies a competitive spirit and is dedicated to achieving success for both himself and his clients. His motivation to enter this industry stems from a desire to understand people's financial goals and help them achieve those aspirations. His expertise involves implementing the Infinite Banking Concept, utilized through a correctly structured life insurance planning.
Greg is a seasoned professional with a multifaceted career encompassing real estate, financial services, and entrepreneurship. His dedication to guiding individuals through significant life decisions is evident in every position he has held. Greg applies extensive expertise and unwavering commitment to excellence to his clients when it comes to insurance and financial planning. He prides himself on going the extra mile to ensure complete client satisfaction, providing tailored solutions that best meet their individual needs.
Flat-fee pricing means you know exactly what you'll pay before we begin — no hourly meters, no hidden costs.
Spell out your wishes clearly so your family is never left guessing during the hardest moments.
Protect your assets, avoid probate, and give your family a clear path forward — including an updated deed for your home.
We're not trying to replace attorneys — we're making their expertise accessible.
No legalese, no jargon. We explain things the way we'd want them explained to us.
You know the price up front. No clock running, no surprise invoice at the end.
We partner with licensed local attorneys so your documents are real, valid, and trusted.
Four straightforward steps from your first seminar to documents in hand.
Join us for a free, no-pressure educational session to learn the basics of estate planning.
We meet one-on-one to understand your family, your assets, and your wishes — in plain English.
We bring your answers to our partner attorney, who drafts the documents you need.
You review, sign, and walk away knowing your family is protected.
Real words from real families we've helped.
Greg and JT helped me get together my revocable trust and powers of attorney. I had put it off for years, but so glad to have everything in place for my family.
JT and Greg explained the differences between a will and a trust and ultimately I decided I needed a trust for my family. We had everything drafted and ready to go in about an hour!
Pricing was much better than what attorneys had quoted me in the past. Not only did I save money, but it was a pleasure getting to know Greg and JT. Great guys who can help with more than just estate planning.
Free. No obligation. Just clear, useful information about protecting your family.
June 2 & June 3 · 6:00 PM · Green Township Public Library, Cincinnati OH
Skip the seminar and book a private consultation with us directly.
Tell us which date works and we'll save your spot.