Estate Planning

that puts you at the wheel

Your family deserves more than a cookie cutter estate plan

Have Questions?

Estate planning doesn’t have to be complex when you have a trusted partner who can hold your hand through the entire process.

Our Process


You'll attend our session on The Truth About Estate Planning, which will answer any questions you have about estate planning and give you the knowledge to choose an estate attorney with confidence.

Create Your Estate Plan

We'll work hand-in-hand with you and your loved ones to create your personalized estate plan so you can rest assured that your family is cared for.

Ongoing Support

The only constant in life is change. As your situation changes, we will establish a system that regularly reviews your plan and update it to ensure that it reflects your most current wishes and goals.


We will coordinate between your financial advisor, accountant, and trusted family members (or family friends) to ensure a smooth transition in the event of a disability or death.





Estate Planning Is Right For You If...

You have young children that you want to ensure are cared for in the event you are unstable.

You have a child or loved one with special needs.

You would like to plan out how your affairs are handled in the event of disability or death.

You would like to save your loved ones the hassle and stress of going through a long probate process.

Don't Just Take Our Word For It

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Confused About Estate Planning?

You’re Not Alone.

Our 6-part video series will break it all down for you
and ensure you know where to start.