Simplifying Legacy Planning
We help families protect what they’ve built and secure the future they intend. Most families want to leave a clear legacy—but confusing processes, high costs, and lack of guidance often stand in the way. That’s where we come in.
We turn uncertainty into clarity. We equip families with the tools, education, and hands-on support they need to protect their assets, avoid probate, and pass their wealth forward on purpose—confidently and without confusion.
Your legacy deserves a plan. We’re here to help you build it.
Our Solutions
Tools and services to make legacy planning simple, private, and complete.
Avoid Probate
When you complete the Legacy Kit, your assets will have clear, legally recognized instructions so they transfer directly to the people you choose.
Trust Creation
Powerful. Private. Complete. Your Trust Package includes the trust, pour-over will, property deeds, power of attorney, and health directives you need.
Total Planning
Total Planning is your digital filing cabinet for all of life's important details including contacts, legal documents, medical history, assets, debts and digital assets.
Legacy planning matters because families deserve better. They deserve clarity, protection, and a simple way to pass their assets forward without fear of probate or the loss of generational wealth. That’s why we exist—to remove the confusion, break down the barriers, and make living trusts and probate-avoidance strategies a normal, accessible part of building and preserving family wealth.
Start your legacy plan today.
Start now and ensure your legacy reaches the people you love.