Create Your Last Will and Testament

Your Last Will and Testament is about passing on Wealth. But, wealth is more than just money. Your Family Wealth is everything that you are, have created, and will build during your life time. It's the lessons that you want your kids to learn and remember throughout their lives.

It's about the creating, protecting, and preserving the legacy you want to leave for your children and your heirs.

Best of all? You've already started! We'll help you get all the way there!

Protecting Your Kids

Being a parent is hard. Like really, really hard. You have crying kids, sleepless nights, three calendars between school and extracurriculars, and then anxiety over what you're missing. It's really hard. And you haven't even thought about what happens to your kids if you don't come home.

Let's take something off your plate. Let's create a Children's Action Plan to build a safety net around your child that will take care of them if anything ever happened to you.

Best of all? You've already started! We'll help you get all the way there!

Apply to be an Executor or Administrator

After a person dies, someone has to apply to probate the will and become the executor. Probate?  It's a court process where a person becomes the executor or administrator of an estate. And it's hard. It's like trying to juggle plates, without ever learning how to juggle. And there isn't a single clown in sight. 

It's hard to be an executor. It sounds like a big fancy title, but all it comes with is a lot of responsibility and angry relatives. It's even harder when it's a close family member, like a parent, a spouse, a sibling - or worse a child. 

Discover how you can be the best executor or administrator you can be. We'll be there to help you every step of the way.

Administer an Estate

After you've been appointed as the executor or the administrator, you have to actually manage and administer the estate. It's time to actually do some things. Maybe you've picked up a book online or at the library, but it just sounds like a bunch of gibberish - and they kept talking about California law, not New Jersey or Pennsylvania law. What good is that? 

Being an executor or administrator is a lot about papers, documents, phone calls, and part-time counsellor as you try to soothe the emotions of family members who feel that they were left out. 

Don't worry, you got this! We're here to help!