Leaving Nothing to Chance: An Urgent Call To Estate Planning
A story-filled estate planning guide showing how to avoid probate, protect loved ones, and create a legacy aligned with your values.
Estate Planning Workbook: Wills and Trusts: Not Bills and Fuss
A practical workbook that helps you organize key information, understand wills and trusts, and prepare confidently for estate planning decisions.
Our books, including Leaving Nothing to Chance, give you a gentle, private way to understand wills, trusts, and probate without pressure. You learn why planning matters, what choices you face, and how to talk with family. Begin here, build confidence, then decide whether you are ready for a course or a free consultation.
Use the Wills and Trusts: Not Bills and Fuss workbook to gather details, clarify wishes, and organize questions before you meet with any professional.
Our online courses walk you through real-life scenarios, step by step, so you understand how documents work together and how to protect your family.
Legacy & Wealth Planning Services
Estate Planning
Protect your assets, document your wishes, and spare your family confusion.
Insurance Consulting
Ensure your insurance truly protects loved ones with coverage that fits.
Wealth Management
Grow, preserve, and transfer wealth intentionally to bless future generations.