When planning an estate most people don’t know who to turn to for guidance. Do you need a Lawyer, an Accountant, a Tax Specialist or an Estate Planner? The thought of spending unnecessary money stops many people from getting the advice they need.

How much will it cost? Will a Trust solve my problems? If I leave everything to my children evenly, is that the right way to do it? You probably have a million questions and want answers. Without all the answers, people become stressed, and their estate plan never gets completed.

We specialize in helping this unique demographic by leading them through our unique process. We find that up front fees create a barrier stopping many people from obtaining the information and advice they need. Before you write your will, make sure you have a plan.

We find that the majority of people that complete our Living Estate Plan process receive their solution without any cost, and we are happy to have helped. For the others, they now have their Estate Plan, with all their questions answered. They now know exactly what is needed to execute their plan. This is truly a ‘FREE’ Estate Planning process.

Nothing bothers us more than seeing people lose money when they don’t have to. This is why, we offer our Living Estate Plan process for FREE.