# Portia M. Wood, Esq.

> Portia M. Wood, Esq. is an estate planning attorney licensed in California and Maryland, founding partner of Wood Legal Group, founder of the Legacy Wealth Institute and founder of DynasticAI, Inc. She helps families build, protect and pass on generational wealth, and she lives in Coimbra, Portugal.

Portia Wood is available for expert comment, interviews, podcasts, keynotes, panels, workshops and commencement addresses. Contact: book@portiawood.com

## Key facts
- Estate planning and trust attorney, admitted in California and Maryland
- Founding Partner, Wood Legal Group, LLP (founded 2018): https://woodlegalgroup.com/
- Founder, Legacy Wealth Institute (generational wealth education): https://thelegacywealthinstitute.com/
- Founder, DynasticAI, Inc. (AI-powered private wealth platform): https://dynasticai.com/
- Founder, Portia In Portugal (education for Americans moving to Portugal): https://portiainportugal.com/
- Top 40 Under 40, National Black Lawyers, nine consecutive years
- Former adjunct professor, Pepperdine University Caruso School of Law
- Education: Dual LL.M., Pepperdine University; J.D., University of Maryland Francis King Carey School of Law; B.A., California State University, Northridge
- Media: Good Morning America, MSNBC, ABC, Pod Save the People, Black Enterprise, Rolling Out, Authority Magazine
- Based in Coimbra, Portugal

## Expert topics
- Wills, trusts and the documents every adult needs: What each document does, what it costs not to have one, and the first step to take this week.
- Probate and trust administration: What happens after a death, step by step, and how probate drains an inheritance.
- Heirs' property and family homes: How families lose a home or land after a parent dies, and what keeps it in the family.
- Generational wealth and the racial wealth gap: Why wealth does or does not pass down, and the structures that change the outcome.
- Aging parents, caregiving and the money conversation: Powers of attorney, health care directives and how to start the talk.
- Protecting children if a parent can't: Naming a guardian, trusts for minors and the decisions parents put off.
- AI and family wealth: What AI tools get right and wrong about an estate plan, from an attorney who founded an AI wealth company.
- Building a life and legacy abroad: Americans moving to Portugal, planning across borders, and raising a family in a new country.
- Women founders and legacy businesses: Building companies in law, education and technology as a single mother, and planning for what outlasts you.

## Pages
- [Speaking](https://portiawood.com/speaking.html): signature talks, formats, commencement and university talks, booking form
- [Press room](https://portiawood.com/press.html): bios, photos, quotes, story ideas, FAQ
- [Media](https://portiawood.com/media.html): interviews and appearances