About Us

We are an Estate Planning Firm designed to help families avoid the Probate process ensuring all of their assets are in a position to transfer to their loved ones should they pass away.


We create the documents that ensure your personal and/or business assets transfer to your loved ones when you pass away without the high cost of attorneys and a drawn out court process, Probate.

I spent 27 years in an Industry where I observed families with these documents still end up in Probate and I know exactly why.

A comprehensive Estate Plan will consist of a Trust, Trust Certification, Living Will, Pour Over Will, Health & Financial Power of Attorneys. More importantly, the transfer of your home to the Trust.

We assist with the funding of all assets until the family and firm are completely satisfied and we do it for an extremely affordable price.

Please feel free to contact us for a complimentary educational consultation to determine your next estate planning steps. All our consultations are FREE and we will speak to you as many times as needed for you to feel comfortable with moving forward.