Living Trust Advisor

As a Living Trust Advisor, I specialize in helping individuals and couples avoid the pain of probate by planning for the unexpected. No one wants their loved ones to be a pawn of the probate court. By sitting with clients and creating a living trust and advanced estate planning portfolio, I help my clients protect their legacy.

What sets my service apart? Not only do I have practical experience, and over 20 hours of continuing education in estate planning, but I also bring a genuine passion for protecting my clients to every meeting, crafting robust, customized estate plans that go beyond the typical four documents. Prepared by lawyers but offered at a more affordable rate, our company’s plans simplify estate settlement, plan for eldercare, and address individual vulnerabilities—delivering peace of mind in the process. I meet clients in their own comfortable environments, a convenience especially valued by my elderly clients, and take pride in sifting through potential pitfalls to create comprehensive solutions tailored to their unique needs. For me, it’s not just about experience—it’s about heart, ensuring every client feels secure and supported.