Protect your family's wealth
A trusted path for families to protect their wealth, avoid probate, and secure their legacy.
Your estate plan, drafted & customized in 7 business days.
If we miss this deadline for reasons on our side, you receive $100/day credit for each day over 7, capped at $500.
We train your trustee.
Most providers don't.
Your trustee is the person responsible for carrying out everything in your plan—managing assets, notifying beneficiaries, handling distributions, and navigating legal obligations.
The estate plan rises or falls on their actions.
Most services hand your family a document and disappear. We train the person you've named—step by step—so the plan you built actually gets executed the way you intended.
We teach you how to fund your trust.
Most providers don't.
A trust that isn't funded is legally worthless. 80% of people who create a trust never complete this step—meaning their family still ends up in probate court despite having paid for protection.
Every client receives step-by-step training on how to move their assets into their trust (called trust-funding)—simple enough that a 12-year-old could follow it. No legal jargon. No confusion. No loose ends.
Why families choose us
Attorney-drafted documents. A trained trustee. Step-by-step funding instructions.
We include critical details most providers skip.
Attorney-drafted & customized
Attorney-drafted and customized to your situation. There is no one-size-fits-all estate plan that holds up in court. Your family, your assets, your wishes—every plan is built around what makes your situation unique.
Everything Included
Seven documents. One complete plan. Revocable Living Trust, Pour-Over Will, Last Will & Testament, Financial and Healthcare Power of Attorney, HIPAA Advance Directive, and Certificate of Trust—everything your family needs, nothing missing.
365 Days of Revisions
Life changes; your plan can, too. Get your documents updated anytime from anywhere at no additional cost.
Private & Secure
We never sell your data. Ever. What you share stays between you and us—period.
Trusted Nationwide
Helping families across all 50 states protect their wealth and legacy.
No attorney ransom fees
No hourly billing. No nickel-and-diming. No invoice that arrives three months later and takes your breath away. One fixed price. That's it.
What happens to your weatlh after you're gone?
Without a proper estate plan, the answer may devastate your family.
Probate court. Government fees. Public records. Family conflict. Potential lawsuits.
These aren't worst-case scenarios.
They're what happens by default when there's no plan in place.
5-20% or your assets
What probate may cost your family before they inherit a single dollar.
0% control
Without a plan, a judge you've never met decides who gets your assets—and who raises your children.
6-24 months
How long most families wait in probate court before accessing what's already theirs.
What no one tells you about the plan you don't have
If you die without a funded trust, your entire financial life becomes PUBLIC RECORD—accessible to identity thieves, scammers, and lawsuits from disgruntled relatives.
80% no protection
80% of Americans who create trusts never fund them properly—meaning their "protection" is worthless and their families may still face probate court.
6 months to 2 years gone
Probate court can take 6 months to 2 YEARS or more and consume 5-20% of everything you own—money that should go to your children, not lawyers and government fees.
A judge decides for you
Without proper planning, a judge—not you—decides who raises your minor children and controls their inheritance until they're adults.
Family dragged through court
If you own anything of value—a car, a home, a bank account—your family may be dragged through probate court after you die.
What our clients say...
Join smart families who've taken control of their legacy...
"They're just absolutely amazing. I couldn't have been happier. I felt very well taken care of. The response time was amazing. Everything I could have wanted from a professional agency to help me with this, they did."
"Both Ron and Seth did a tremendous job of helping my family and I with our financial planning. All the way from educating us to setting up our trust."
"Planning for life isn’t always easy but Seth and Ron made the process of securing my legacy painless and funny! Every opportunity I have I talk about my experience, and refer prospective clients to use their services."
Take control of your legacy today
Your estate plan, drafted & customized in 7 business days.
