Protect your family’s legacy
Protect your family's wealth, avoid probate, and secure your legacy.
OUR PROMISE
Your complete, attorney-designed estate plan, personalized to your situation.
We don't stop at documents. We teach you how to fund your trust and train your trustee to carry it out.
We train your trustee.
Most providers don’t.
You wouldn't board a plane flown by an untrained pilot. How much less would you entrust your legacy to someone who has not been trained.
Your trustee is arguably the most important person in your plan—responsible for carrying out everything after you're gone.
The estate plan rises or falls on their actions, which is why we don't hand your family a document and disappear. We train your trustee, step by step.
We teach you how to fund your trust.
Most providers don’t.
When you buy a safe, until you put your valuables inside the safe, it's completely worthless. This is why we train every client, step-by-step, how to move their assets into the trust. It's called trust funding. We keep it so simple a 12-year-old could follow it.
What happens to your family & wealth after you’re gone?
If you don’t create your own plan, you get the government’s plan. That usually means probate court and it can be devastating.
Reduced Estate
Your estate may be reduced, paying court fees and probate lawyers, leaving less for your heirs.
Years Lost
Your family can be stuck in probate for years—time they’ll never get back.
Family Lawsuits
Probate court can spark family lawsuits, leaving families divided.
Public Exposure
Your financial info can become public record which is a tempting target for predators.
Frozen Assets
Government may freeze some or all of your assets, while your family grieves your death.
A Stranger Decides
A judge you’ve never met decides who gets what and makes the final call on your family’s legacy.
All of this can be avoided with a properly built estate plan.
Why families choose us
Beyond the personalization of your estate plan, trust-funding guidance, and training of your trustee…
Treated Like Family
Every new client is treated like family, attested to by all 5-star reviews to date.
More Than a Business
ELM is so much more than a business. ELM was birthed through personal tragedy, stoking a deep passion to help others protect what they spent a lifetime building.
Decades of Experience
Run by Seth, who spent 12 years helping people grow their wealth, and Ron, who spent 30 years helping people protect it.
7-Day Guarantee
We deliver your documents in 7 business days. Barring anything outside of our control, if we fail to deliver, we pay you!
Not all estate plans are built the same.
Enduring Legacy Mentors
Yes
Yes
Yes
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.”
Michele Schalin
World Traveler & Entrepreneur
“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.”
Hari Patel
Business Owner, Husband, Father
“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.”
Debbie Bridge
Insurance Agent, Mother of two special needs children
Take control of your legacy today
Apply now for your legacy protection gameplan.
