Purpose-Driven

& Strategic Estate Planning

Clarity – Protection – Peace of Mind

Estate Planning

Clarity, Strategy, and Peace of Mind

Children’s Protection & Guardianship Planning

Your Children Deserve More Than a Will

Probate & Trust Admin

Navigating with Clarity and Care

Why do you need estate planning?

Don’t Leave a Mess.

Will or Trust or Probate? 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, explain probate—the state’s plan if you fail to do your own planning. If you choose to move forward with a plan we will help you create a plan that is customized for you and within your 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. Learn what happens when clients are not well-counseled, when your assets are not owned in the right way, and plans are not updated when required to meet your goals. Your family deserves more.

Get Financial Peace of Mind.

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

5 Ways Cheap Estate Plans Create Messy Problems

Estate Planning

Wills, trusts, and powers of attorney are just the tools, the real value is in the strategy. We work together to identify priorities, anticipate challenges, and build a plan that honors your wishes and protects your family.
Ready to get started? Let’s schedule a free 15-minute consultation
Click to see how a strategic, heart-centered plan gives you clarity, control, and lasting peace of mind.

Children’s Protection & Guardianship Planning

Most parents don’t realize that a will alone isn’t enough to keep their children out of the foster care system if the unthinkable happens. I help you legally name short- and long-term guardians, avoid the six common mistakes most parents make, and ensure your kids are always raised by the people you trust. Click to learn how our Children’s Protection & Guardianship Planning goes beyond a will to keep your kids safe, no matter what.

Probate and Trust Administration

After losing a loved one, the last thing your family needs is to get lost in court paperwork or family conflict. I guide you through probate or trust administration with compassion and efficiency, helping you transfer assets smoothly and minimize stress, delays, and disputes. Click to learn how we make settling an estate as simple and conflict-free as possible.