Your Future, Your Family, Your Legacy—I'll Help You Protect It.

Estate planning isn’t just a gift to your heirs—it’s a way to avoid costly mistakes, prevent family conflict, and ensure your wishes are carried out with clarity and care. I’ll guide you through a personalized process that brings peace of mind, protects your legacy, and honors what matters most to you.

What Is Uncertainty Costing Your Family?

Whether you’ve been putting off estate planning or are now facing urgent decisions after a loved one’s passing—uncertainty can be costly.
Without the right guidance, you risk:


• Decisions being made in crisis
• Decisions being made for you
• Delays, legal fees, and probate complications
• Tension and confusion among family members
• Your loved ones feeling unprepared and overwhelmed


You deserve better—and so does your family.
When you work with someone who truly listens and understands your values, estate planning becomes clearer, and estate administration becomes smoother. Now is the time to create clarity, reduce stress, and protect what matters most.

Compassionate Guidance—When You Need It Most

Whether you’re just starting to plan your estate or urgently navigating a recent loss, I’m here to help. I understand how emotional and overwhelming these decisions can be. Whether you’re organizing your own affairs or managing a loved one’s estate, it’s easy to feel unsure about what to do next—or how to do it right.

With a background in economics and six years as a licensed fiduciary, I bring both strategic insight and steady guidance to every step. I take the time to truly listen, understand your goals, and move forward with transparency, empathy, and precision. My role is to help you avoid costly missteps, organize complex details, and create a plan you can feel confident about.

We’ll move at a pace that works for you—quickly when needed, and thoroughly always.

Our Services

Estate Administration After a Loss

Support when you need it most.
If you’ve recently lost a loved one and are now faced with the responsibility of managing their estate, I can help. I guide you through every step of the trust or estate administration process with care, transparency, and legal precision—so nothing falls through the cracks and your family can focus on healing, not paperwork.

Estate Planning from the Ground Up

Start strong—with guidance that puts you in control.
Whether you’ve been putting it off or are just starting to think about the future, I’ll help you build a thoughtful, well-organized estate plan that reflects your values and protects the people you love. Together, we’ll create a clear, customized strategy you can feel confident about.

Estate Plan Review & Realignment

When life changes, your plan should too.
Major life events—like a new child, a family shift, or loss of trust in a chosen fiduciary—can make your current plan outdated or risky. I offer a detailed review and help you revise what’s needed to keep your estate strategy aligned with your wishes, goals, and new reality.

What You Can Expect

Legacy Planning That Reflects Your Values

Aligns estate decisions with personal values and family goals so you create a plan that feels true to who you are, which means your legacy will be both meaningful and respected for generations.

Trust Administration Without the Headaches

Ensures seamless administration of trusts without delays or disputes so you avoid unnecessary stress and conflict, which means your estate is managed smoothly and your loved ones are protected.

Preparing Heirs for Long-Term Success

Equips the next generation with the skills to manage their inheritance so they feel confident and capable, which means your family stays financially secure and united after you’re gone.

Here's How It Works...

Step 01

Schedule Your Free Consultation

 We’ll discuss your needs, concerns, and estate goals so I can understand what matters most to you—so you get expert clarity on where to start.

Step 02

Create a Personalized Action Plan

 I’ll guide you through organizing your affairs, structuring your estate transfer, and clearly communicating your wishes—so you reduce uncertainty and ensure smooth estate administration.

Step 03

Secure Your Legacy with Confidence

With everything in place, you’ll move forward knowing your plan is sound and your family is prepared—so you eliminate stress and leave a lasting, organized legacy.

Benefits of Working With a Professional Fiduciary

What you get with me

Not hiring a Professional Fiduciary

What You Gain When You Plan with Purpose

Getting Your Affairs in Order

 You’ll get organized documentation of your assets, intentional family conversations, and transparent communication with your heirs so you can create clarity and prevent confusion—which means your estate will be administered smoothly and your loved ones will feel fully supported.

Trust Administration with Heart & Precision

You’ll get meticulous, values-driven execution of your trust so you can be confident every detail is handled—which means your legacy is preserved exactly as you intended.

Heir Preparation & Financial Readiness

You’ll get practical tools and support for your heirs so you can prepare them for their inheritance—which means they’ll feel empowered, not overwhelmed, by your gift.

Ready To Get Started?

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