Welcome
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).
Schedule your FREE 15-minute consultationand speak with us personally about your family.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Have Kids at Home?
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 for 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?
Yes, I Want to Name Legal Guardians Free Now
