My Story
My passion for financial empowerment began with a simple mission: to help families and businesses make informed decisions that protect what matters most. I saw how confusing planning can be without the right guidance, and I knew I wanted to be a trusted resource in my community.
Through my partnership with WTA (Wealth Transfer Alliance), I provide strategic estate plans, payroll tax plans , medical plans, HR plans, and reliable notary services—helping clients move forward with clarity, confidence, and purpose.
For me, it’s not just about documents or plans—it’s about building security, strengthening legacies, and creating opportunities for growth.
Estate Planning Software
Millions of People Prepare and File Taxes Online, Now Estate Planning Can Also be Done Online!
Our unique technology enables you to easily complete your attorney-drafted documents conveniently from the comfort of your home or office.
Plan now and protect what’s yours. Save your family unnecessary stress, expenses, and exposure. Secure your legacy today, and avoid probate.
Estate Planning Software (EPS)
Easy Built for You--We skip the legal jargon and explain everything in plain English. Our step-by-step process, with easy pop-up tips, makes estate planning simple—even if you have zero experience. Everything is built and customized just for you.
Fast: No More Waiting
Depending on your unique situation, your plan could be completed in as little as an hour. Our smart technology builds your attorney-drafted documents as you go—no delays, no waiting. Just print when you're done.
Affordable
Our technology lowers costs by sharing top estate attorneys across thousands of users. Enjoy free updates with an active account—no fees for changes.
Flexible
Crafted by expert attorneys, our documents cover every family, asset, and legacy need—giving you full control over your plan.
Personalize Plans Include
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The Revocable Living Trust puts you in full control—allowing you to manage, update, or cancel it anytime, assign successors, protect your children’s inheritance with custom sub-trusts, and control how and when assets are distributed.
Last Will & Testament “Pour Over Will”.
The “Pour-Over” Last Will works with your Revocable Living Trust to catch any assets not funded into the trust—ensuring nothing is left out. It also lets you name guardians for minor or dependent loved ones, though unfunded assets may still go through probate.
A Certificate of Trust provides proof of your trust to banks or brokers without revealing private details–making asset transfers secure and confidential. It is also known as a trust certificate, certification of trust document, or memorandum of trust. It is an attestation of its existence and authority.
The Durable HIPAA Statement grants an exception to the privacy restrictions of the HIPAA law to allow for personal information to be provided to the Agents you have appointed so they can make an informed decision regarding your medical care.
The Comprehensive Asset Funding Kit helps you move your assets into your Trust to avoid probate. With step-by-step instructions, auto-generated letters, and 24/7 access, easily organize, fund, and update your trust anytime—no extra hassle.
