What makes me different?
I come to you.

No need to coordinate schedules with your spouse. No need to pack up your filing cabinet and drive across town.

Customer Reviews

Do I need a family Trust?
Yes. Most people will benefit from a trust.

  • You are a parent. You have school-aged children, and you want them to avoid court-supervised guardianship.
  • You own real estate. A family trust will help your loved ones avoid the cost of probate administrations.
  • You have a special needs child. You want to create a disability plan that will keep you and your assets outside of a court-supervised guardianship.
  • You want to eliminate hassle for your heirs. You want to give your loved ones essentially immediate access to your property after you die instead of waiting 6-24 months to finally get access after the probate court.
  • You value privacy. You want to give your loved ones essentially immediate access to your property after you die instead of waiting 6-24 months to finally get access after the probate court.

Bottom Line: Trusts aren’t just for rich people anymore.

“With a family trust, more of your hard-earned money goes to your children.”
– Scott Schoeller

Want to learn more about trusts? Help make sense of everything through my  free resources and my Estate Planning eBook.