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  • Getting Started

    Congratulations! We assume you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.


    Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as calming and stress-free as possible.


    You have several options on how you may proceed.

Guardianship / Conservatorship

If you have a loved one, friend, or companion that cannot make decisions in their own best interest, book a Guardianship Discovery call.

Book a Guardianship Call

Life and Legacy Planning Session

This is the cornerstone meeting of your estate planning journey. With our two-hour Life and Legacy Planning Session (LLPS) you'll get no the Path to Peace of Mind.

Book an LLPS

Probate and Trust Administration

If you have a loved one who has passed away, or perhaps has become incapacitated and you need help administering their assets as Trustee, we can help with our Trust and Estates Guidance Session (TEGS).

Book a TEGS
Book a Discovery Call