Get on a quick call with Shawn — the guy you’ve seen breaking down estate planning on TikTok, YouTube, and Instagram.
In just 15 minutes, you’ll get clarity on what kind of plan you actually need and whether we’re the right team to help you build it.
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We help real estate investors, business owners, high-net-worth families, blended families, and folks in probate get clear on what’s next.
Let’s be real – yeah, kinda.
But this isn’t a hard pitch.
It’s a value-first strategy call where I (Shawn) get to:
If you’re not ready or it’s not a fit, no pressure.
You’ll still walk away knowing exactly what you need to do.
If you want to move forward, you’ll schedule a Design Meeting with our attorney.
In that meeting, we:
The Design Meeting costs $500, and that amount gets credited toward your estate plan if you hire us.
No office visits. No sitting in traffic. No wasting your time. No taking off work.
We set up our firm to make life easy on you.
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Need to keep your money and property safe? We help make sure your hard-earned assets are protected. Our team knows how to create plans that guard against lawsuits and creditors. We work to keep your wealth safe for you and your family’s future.
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