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.

If you are ready to jump right in and get going, you can schedule right online by clicking here.

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.

Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you?

If you have an estate plan and it is out of date, your assets could be lost to the state department of unclaimed property or to an unnecessary and public court process.

If you do not have an estate plan, then your state has a plan for you, and it's probably not what you want.

Here’s the bottom line: If you do not know exactly what would happen to everyone you love and everything you own, then the first step is to find out exactly what would happen legally and financially so that you can decide if the current state of your affairs is okay with you.