Happy Family

Estate Planning

Legal Planning For Families

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.

To find out more about how you can start on this important planning, you are invited to one of our upcoming events (check out the schedule below).

Or schedule your FREE 15-minute consultation and speak with us personally about your family.

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.

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This quick guide helps you learn how to make the smart and loving choice for your family