Estate planning education and guidance for families who are serious about their legacy.
You built a life here - a home, a business, a family - and you want to make sure its protected.
You know you need a will and an estate plan but don't know where to start or who to trust.
You want your children to understand and be part of the plan - not surprised by it one day
I am not a lawyer. I am the person you see before you see a lawyer.
I am not a lawyer. I am the person you see before you see a lawyer.
I help you understand your options, get clear on your wishes, and walk into every professional meeting prepared and confident - so you make better decisions for the people you love.
Workshop --- Group education sessions covering wills, trusts, powers of attorney, and estate planning basics.
Speaking Engagement — I bring estate planning conversations to your organization, community group, or corporate team.
Legacy Table Conversation — Intimate small group sessions for families who want to plan together in a safe, guided space.
Private Consultations — One-on-one sessions to help you understand your situation and prepare before meeting your lawyer or advisor.
I am Collia Barnaby, TEP - a Trust and Estate Practitioner with over 12 years of experience in financial services and estate planning education. I founded The Legacy Dialogue because I saw too many families - especially immigrant families - navigating one of the most important decisions of their lives without the clarity or confidence they deserved. My role is not to replace your lawyer or financial advisor. It is to make sure you are ready for them.