Free download: “The 6 Things Every Estate Plan Needs"
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Sometimes life doesn't go the way we think it will...
That's why you and your family need to be prepared with a plan.
We are not your typical estate planning company.
Because somewhere between the legal, financial, and insurance stuff, is the real stuff...it's called: LIFE.
We help you build out the most overlooked areas of anyone's future planning, including things like your health, care, and future aging.
Don't let illness, accident, medical crisis, or something worst, wreck your family or your/their future.
“When life gets difficult, the decisions only get harder.”
— Jill Sadler
We remove the guesswork out of this complex task and bring peace and calm to what is viewed as a difficult or overwhelming planning experience.
Every adult (all ages!) should protect themself and their loved ones with a comprehensive estate plan.
(Newsflash: this is for everyone, regardless of your financial status)
Whether you are a newbie to future planning, or already have a solid plan, we are here to make sure that you have everything covered off - so that nothing is left undone.
As mentioned in
About
Our vision is that all families will have a comprehensive estate plan that includes covering all areas of their life to their wishes are followed for a peaceful living and ending.
Are We Right For You?
Ready to take the next step? A little unsure if this is for you?
Featured Collections
The Adulting Project™
End procrastination and let's get this DONE!
This is your ONE-OF-A-KIND ESTATE PLANNING PROJECT IMPLEMENTATION ROADMAP for confidently getting your affairs in order so that you can finally have the peace of mind that you have always wanted for you and your family...
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Sunset Plan™
The missing link in your estate plan: your health, care, and aging plan.
This essential plan is a 10-week consultation program that will guide you in the completion of the most overlooked areas of your estate planning: your future health, care, and aging.
All of us are susceptible to sudden illness, accident, surgery, and of course, natural aging and decline in our mobility. But do we have a plan for when these events occur? What if they happen suddenly? How will our substitute decision maker know they are making the right decisions for us?
LEARN MOREFrequently Asked Questions
I don't own an estate! What is an estate?
“Your estate is comprised of everything you own — your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate”. Even the clothes in your closet are part of your estate, so everyone has an “estate” ...more →
Why plan ahead for something that I may not have control over?
By planning ahead it is actually putting you in control. If you don't have a plan, then you have no voice, and you have no say. One of the biggest errors that people make is ...more →
I am healthy, do I need this now?
None of us are “too young” to think and plan for these things. ...more →