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 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.
Workshops — Group education sessions covering wills, trusts, powers of attorney, and estate planning basics.
Speaking Engagements — I bring estate planning conversations to your organization, community group, or corporate team.
Legacy Table Conversations — 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.