Our unique approach to estate planning is not just about how to handle your financial assets and personal belongings. We go beyond the traditional methods of just completing wills, trusts and healthcare directives.  We help you create a plan that will also pass on your values, beliefs, stories and experiences.  We call it Life & Legacy Planning because it is more about your life than your death.

Whether you have a lot of money or only a little, your family and loved ones will be facing the task of figuring out what to do if (and inevitably, when) something happens to you.  Our job is to make sure that task is as easy as possible by helping you design and create a personalized plan that will keep your loved ones out of court and conflict and instead let them cherish your legacy, the precious gift you created for them.

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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?