Modern Estate Planning. Prepare with us.
Planning for the future shouldn’t be confusing, expensive, or inconvenient. Revisor offers a fully digital, attorney-reviewed estate planning process—efficiently delivered and coordinated with your financial plan.
Estate Planning that Fits the Way You Live
Estate planning is more than preparing for the future—it’s protecting what matters most. Whether you want to ensure your loved ones are taken care of, reduce taxes, or clarify your wishes, we make it simple to get started.
At Revisor Wealth, we offer a fully digital estate planning experience through our partnership with the Hargrove Firm and the NetLaw platform. You’ll work with an attorney licensed in your state, and our team will coordinate everything with your broader financial strategy.
Your Plan May Include:
Wills and Trusts (including living, pour-over, and irrevocable)
Durable Power of Attorney
Healthcare Directive & HIPAA Authorization
Asset Protection & Special Needs Trusts
Medicaid Planning
Coordination with Financial Advisor
Legal Review & Execution Support
Who We Serve
- Individuals and families who want to protect their legacy
- Clients who prefer a digital-first experience
- Anyone with managed investments or financial planning needs
- Those seeking to simplify the legal process with a trusted team
Meet Your Team
Landon Jones
As the founder and CEO of Revisor, Landon Jones brings both vision and hands-on experience to the individuals and families we serve. A Certified Financial Planner™ with over two decades in the industry, Landon leads the development of modern, coordinated services that help simplify and strengthen your financial life.
Since launching his own firm in 2005, Landon has been committed to building a client-first approach—one that integrates financial planning, tax strategies, and estate planning under one roof. He continues to work closely with clients through Revisor Wealth, ensuring that every solution we offer is grounded in real-world needs and goals.
Landon holds an MBA from The Ohio State University and teaches financial strategy at Cleveland State University. When he’s not working, you’ll find him with his wife Monica and their two sons, Luke and Matthew.
Kyle Patterson
Kyle Patterson focuses on increasing Revisor’s brand awareness through marketing and bringing new advisors into the Revisor ecosystem. He is skilled at educating advisors on all aspects of the financial advisory industry.
Patterson began his career in the finance industry over a decade ago as a financial representative with a large IBD. After obtaining his MBA, Patterson transitioned to the capital markets space. He holds a Certification in Long Term Care (CLTC®) as well as the 7, 63, 66, and 86/87 investment licenses. In his free time, Patterson enjoys staying active with activities like hiking, biking, and working out and is a fan of all racquet sports.
Steve Caine
Steve Caine is both an experienced estate planning attorney and a Certified Public Accountant—an uncommon combination that allows him to bring clarity and confidence to complex legal and financial decisions. With decades of experience and thousands of customized estate plans to his name, Steve helps individuals and families safeguard what matters most through thoughtful planning and clear guidance.
A graduate of Case Western Reserve University School of Law with a concentration in tax law, Steve also holds degrees in accounting and business. Before focusing on estate planning, he held roles in tax consulting, systems consulting, business valuation, and expert witness services for major firms, including Arthur Andersen, Peat Marwick, and Barclays Bank of America. His broad perspective informs a deeply personalized approach to wills, trusts, powers of attorney, and probate.
Steve is licensed to practice law before multiple federal courts and the Supreme Court of Ohio and is an active member of the National Association of Estate Planners and the Ohio Society of CPAs.
Hargrove Firm
The Hargrove Firm delivers high-quality estate planning with a modern approach—combining decades of legal expertise with a secure, easy-to-use online platform that simplifies the process for individuals and families nationwide. Whether your planning needs are straightforward or complex, the Hargrove Firm offers customized guidance from attorneys licensed in your state, backed by responsive service and fixed-fee transparency.
Through the NetLaw Platform™, Hargrove attorneys collaborate in real time with clients and their financial advisors to create comprehensive plans that reflect your goals and protect your legacy. From foundational wills and trusts to advanced strategies for wealth transfer, charitable giving, and asset protection, each plan is crafted with care and backed by the resources of a premier estate law firm.
As a trusted partner to leading financial advisors managing over $250 billion in assets, the Hargrove Firm is known for delivering clarity, efficiency, and confidence—online and on your terms.
Ready to Put Your Plan in Place?
We’ll help you take the first step. Fill out the short form below and a member of our team will follow up to guide you through the process. No pressure, no obligation—just clarity and support.
Comprehensive Services
We add peace of mind to our client's lives by coordinating and managing all the essential aspects of a holistic financial plan. We incorporate impactful topics into your plan that matter to you. Additionally, we partner with legal, tax, and other professionals whose services can add value to our client’s financial relationships.
Tax Preparation
Tax planning is a crucial aspect of financial planning that involves taking proactive steps to minimize tax liabilities and maximize savings. We also offer tax preparation services in-house that leverage the expertise of CPAs we’ve partnered in order to meet all of your tax needs.
Financial Planning
Financial planning is the process of setting and achieving specific financial goals through the careful management of one's financial resources.
Estate Planning
Estate planning involves creating a strategy for managing and distributing an individual’s assets after death to ensure their wishes are carried out while minimizing the tax liability associated with inheritance.