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ESTATE PLANNING
made
SIMPLE & CONVENIENT

Do you want to create a will or living trust, but haven’t gotten around to it?

Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.

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Schedule your FREE Peace of Mind Planning Session

During our 60-minute Zoom, I will commit the following to you:

  1. I will answer all of your questions and listen as you share your goals, concerns, and objectives 
  2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
  3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
  4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
  5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets
Schedule Your Peace of Mind Planning Session

Your Estate Plan isn’t Complete Without Considering:

  • Revocable Living Trusts
  • Powers of Attorney
  • Advance Health Care Directives
  • Last Wills and Testaments
  • Letters of Intent
  • Non-Citizen Estate Planning
  • Special Needs Trusts
  • Irrevocable Special-Use Trusts
  • Business Succession Planning
  • Asset Protection Entities
  • Donor Advised Funds
  • Digital Asset Instruction

With a proper estate plan, you can ride forward knowing:
Your wishes are honored
Your family is protected
Your assets are secure