Our founder walked through probate after her husband died without a will, so every plan we build focuses on sparing your family confusion, conflict, and needless expense when life suddenly changes.
Licensed insurance expertise and Certified Estate Planner training blend with our motto, "We do business by the Book," so your legacy plan reflects both solid strategy and deeply held values.
Books, workbooks, seminars, and courses give you clear understanding first, then we help you shape wills, trusts, and powers of attorney so decisions feel confident, not rushed or mysterious. Explore our learning tools today.
Claudia Jeffers
President & CEO
Claudia Jeffers is a financial strategist, estate planning professional, author, and speaker with over 14 years of experience in the financial sector. She is passionate about helping individuals, families, and business owners protect what they’ve worked hard to build through smart estate planning and wealth strategies.
Known for her warm, personalized approach, Claudia creates clear, practical plans that empower clients to make confident financial decisions, avoid unnecessary probate stress, and build a lasting legacy for future generations. She is also the author of Leaving Nothing to Chance: An Urgent Call to Estate Planning and regularly leads workshops and seminars designed to educate and inspire communities nationwide.
Our Commitment
Our own probate journey taught us how confusing loss can feel, so we combine certified expertise and patient listening to guide you through every step with clarity, honesty, and kindness.
We keep pricing fair, meetings flexible, and resources easy to access nationwide, so your family gains practical tools, reduced legal stress, and real peace of mind. Explore resources or request a free consultation.