What would finally having your estate plan

done mean for your family?

YOU NEED A STRATEGY AND THAT'S WHERE WE CAN HELP!

Imagine the peace of knowing your wishes are clear, your loved ones are protected, and your plan is ready for your attorney to make official. We remove confusion, break big decisions into manageable steps, and get you organized so you can stop delaying and start feeling confident about your family's future.

Wherever you are on your estate planning journey, we’ve designed a simple, three-step path to take you from uncertainty to peace of mind — starting with clarity, building confidence, and ending with a complete, ready-to-go plan.

What would finally having your estate plan

done mean for your family?

YOU NEED A STRATEGY AND THAT'S WHERE WE CAN HELP!

01

GET CERTAIN

The BUILD Legacy Assessment

Think estate planning has to be dull and boring? Not with us! Take our fun and engaging estate planning quiz to find out, in just a few quick minutes, exactly where you are on your journey and what’s missing from your plan.

You’ll walk away with personalized next steps (and maybe even a smile), knowing you’re on your way to protecting what matters most.

02

GET CLEAR

The Legacy Playbook

The Legacy Playbook is our signature book, written especially with you in mind — the busy professional who wants estate planning to finally make sense. Inside, you’ll find everything explained in plain language, with real examples to walk you through what you need, why it matters, and how to make confident decisions. By the time you turn the last page, you’ll have a clear, easy-to-follow roadmap you that truly understand and the peace of mind that comes with knowing that your family's future is secure.

03

GET COACHED

The Legacy Planning Track

The Legacy Planning Track is our 8-week coaching program for people ready to stop putting off estate planning and finally get it done — with us by your side every step of the way. Through our expert guidance and proven tools, we’ll help you stay on track, make confident decisions, and experience the relief of knowing your plan is complete. By the end, you’ll have everything organized and ready for your attorney to make your estate plan official.

Client Successes

Hear what these satisfied clients have to say.

Timi and Stephanie

"Our attorney even commented on how prepared we were. And thanks to the guidance we received beforehand, we understood the documents, the terms, and the choices we were making. It felt very empowering."

Joshua

"Seriously amazing...I didn’t waste a single minute with my attorney. Walking into that meeting, I felt completely in control. The attorney appreciated that I was so organized, and I appreciated not feeling lost or rushed."

Chris and Abby

"The meeting with the attorney was smooth from start to finish because we already had our key decisions made and all our information organized. It made us realize how invaluable it was to do the prep work first."