We aren’t a law firm and don’t draft documents; we coordinate the people and the paperwork so your attorney can finalize with precision.
No Worry Retirement
Estate Planning
Estate planning is clarity on paper. We define intent, coordinate with your attorney, and align beneficiary designations and titles so assets flow as expected—with less burden on family.
Key Points
- Control while you’re here; clarity when you’re not
- Avoid unnecessary probate where possible
- Tax‑aware beneficiary planning
- Beneficiary & title alignment
- Simple checklists heirs can follow
Our Process
- Intent Mapping
- Document Coordination
- Titles & Beneficiaries
- Maintenance
Do I need a trust?
Not always. Trusts add control and privacy. We weigh pros and cons with your attorney based on your goals.
Update cadence?
Any major life change or every 2–3 years.