Estate Planning

Made Simple

Do you want to create a will or living trust, but just haven't gotten to it? Or maybe you don't know where to start?

Our Peace of Mind Planning Process makes preparing for your family's future simple and convenient.

We get it. You're busy and pulling away from your family to travel to an office just isn't in the cards.

That's why getting started all happens online via DocuSign and online payment.

We personally guide you through information gathering. No lengthy intake forms.

The first draft contains an easy to read summary and personalized explanation video.

Final documents are signed and notarized at your home or virtually.

Protecting your family should be easy. We make that a reality.

You make just about everyone feel like you are fully in their corner...it gives us the freedom to run while being protected! Nobody better!

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

I will answer all of your questions and listen as your share your goals, concerns, and objectives

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.

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.

Then, if we decide we're a good fit to work together, we'll discuss next steps. And if not, that's fine, too!

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.