I started this estate planning service because too many families are left vulnerable without a plan. I’ve seen firsthand how procrastination, confusion, and high costs prevent people from protecting their loved ones.

By 2023, we had sat through too many funerals in which families were not only left with devastation from loss but also with a tangled web of legal and financial chaos that followed incomplete estate plans. The COVID-19 pandemic revealed a gaping vulnerability in how most Americans think about their financial and legal preparations.

We saw families struggle to connect with elderly or sick loved ones, hesitate about medical decisions, and pay through the nose in legal fees—because key paperwork wasn’t in order or was just plain out of date. These were not abstract scenarios — people we knew, families we cared about.

The statistics were grim. Sixty-three percent of Americans have no will and even those who do generally neglect to update their papers. Each funeral was a harsh reminder of how unprepared many families are for life’s plot twists.

Advisor Estate Plans was born from a vision that estate planning could be affordable, accessible, and comprehensive. We wanted to deliver a service that could offer protection to families from the emotional and financial devastation we had seen time and again.

As financial advisors, combined with technology, we devised a streamlined process that enables clients to create comprehensive estate plans quickly and inexpensively. We had one goal – to protect one family at a time.

So, if you want finally to experience immense relief, peace of mind, and a powerful feeling of autonomy and control, schedule your free consultation today.