The Life & Legacy Planning You and Your Family Deserve.
What will happen to you and to everyone and everything you love if something happens to you? Schedule a 15-minute discovery call to learn whether the firm is a good fit for you.
Why Do You Need Estate Planning?
Don’t Leave a Mess
Will or Trust or Probate? What do you really need to keep your family out of court and out of conflict when something happens to you? We’ll look at your family dynamic, explain probate- the state’s plan if you fail to do your own planning. If you choose to move forward with a plan we will help you create a plan that is customized for you and within your budget to achieve your desired outcomes for yourself and the people you love.
Protect Who (and What) Matters
Don’t fail your loved ones. Even if you’ve created a plan already, it may not work when your family needs it. Learn what happens when clients are not well-counseled, when your assets are not owned in the right way, and plans are not updated when required to meet your goals. Your family deserves more.
Get Financial Peace of Mind
It doesn’t matter how much money you have. Estate planning is simply facing the end and attending to the inevitable, to accomplish the best possible legal and financial choices throughout life and after you pass. Our heart-centered counseling process ensures you make the right choices for yourself and the people you love.
Welcome
I’m Molly, and I’m here to help you put a plan in place that protects your family and allows you to not just Rest In Peace, but avoid being Robbed in Probate, and also Relieved in Prosperity.
I get it – estate planning doesn’t seem fun to think about! But, we consistently hear we make it as easy as possible, and it feels so good afterwards. Plus, if you don’t think about it now, the state has a plan for you, and you probably won’t like it.
My role is to make sure that your family isn’t left with a mess, but with a plan you choose. And to use the planning process itself to create more connection for you with the people you love. Because ultimately, Life & Legacy Planning is something you do for the people you love.
