Securing Your Legacy for Generations to Come

Don’t Leave a Mess.

Will or Trust or ? What do you really need to keep your family out of court and out of conflict when something happens to you? We’ll look at your family dynamics, and your assets, to ensure you understand what the state’s plan is for you, and then help you create a plan that is the right plan for you, at the right budget, to achieve your desired outcomes for yourself and the people you love.

Protect Who ( and What) Matters.

Don’t fail your loved ones. Even if you’ve created a plan already, it may not work when your family needs it. Estate plans, even with the very best documents, fail when they are not well-counseled, not updated and when your assets are not owned in the right way. Your family deserves more.

Have Financial Peace of Mind.

It doesn’t matter how much money you have. Estate planning is simply about attending to the inevitable, and bravely facing the end, in service to the best possible legal and financial choices throughout life. Our heart-centered counseling process ensures you make the right choices for yourself, and the people you love.

  • Individuals of all ages and financial statuses
  • Those who own assets such as property, investments, or businesses
  • Those who have dependents like children or elderly parents
  • Individuals with specific wishes regarding their healthcare or who want to minimize estate taxes
  • Anyone looking to protect their legacy and ensure their assets are distributed according to their wishes


Effective preparation is vital when safeguarding your assets. This involves ensuring that all aspects of your estate planning, including your will, trust, and legal directives, are meticulously organized. Before initiating the process, it is essential to develop a comprehensive checklist. I am here to assist you in outlining this checklist, ensuring clarity on what to anticipate throughout the process. Here’s what you should have prepared as you embark on this journey:

  • An itemized list of your inventory
  • A breakdown of your non-physical assets
  • A list of your debts and what needs to be paid
  • A list of your memberships that may have life insurance benefits
  • A copy of your documentation
  • A list of your retirement accounts and insurance
  • A designated trustee or executor

Then You Need to Name Legal Guardians. Do It Here for Free.
If you have children, you likely worry about what would happen to them if something happens to you.

At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we’ve created a website to make it easy and you. You can name guardians for your kids for free.

Once you name guardians for your kids, you will rest easy at night knowing for sure…What would happen to your kids if something were to happen to you?

There’s no better time than today.

We’ll make it easy and affordable for you to do the right thing for yourself, and the people you love. Our processes and systems are all designed to educate you, help you choose the right legal and financial strategies, and then execute on those strategies, especially when you are really busy and life is full.