Professional Estate Planning Services

Be Prepared for the ‘What If’s’ of Life

"IT'S ALL ABOUT THE FAMILY" - Assisting Clients Since 1987

We Are Estate Planning Facilitators Who……..

Work with attorneys to provide quality estate planning services at affordable prices. We make estate planning a stress free and consumer friendly experience. It is this type of pre-needs planning that eliminates the anxieties customarily associated with incapacity and death. We are there with you every step of the way; from initial planning to implementation of your plan with support and guidance for your family.

Why us?

Our services include assistance in:

  • Providing for those with special needs
  • Providing assistance and guidance to your family members when they become beneficiaries
  • Providing guaranteed income for life 
  • Long Term Care planning services
  • Life insurance and annuities
  • Long Term Care and Final Expense insurance
  • Outlining your intentions for loved ones
  • Wealth preservation
  • Probate avoidance
  • Preventing contestability
  • Maintaining control of assets in the event of incapacity
  • Keeping your affairs private
  • Senior concierge services