A Sister Company of The Retirement Institute
(800) 555-0123Serving families nationwide
A Sister Company of The Retirement Institute
A Sister Company of The Retirement Institute
We educate you on all of your options — wills, trusts, powers of attorney, and more — then coordinate every step as you put your plan in place. No pressure. No sales pitch. Just a clear path to protecting the people you love.
of American adults have no will or trust in place.
It is not because they don’t care. It is because the process feels confusing, expensive, and intimidating — and because nobody wants to sit across from someone who seems more interested in selling a product than explaining the options.
The result? Families lose time and money in probate. Assets end up in the wrong hands. Loved ones are left guessing at final wishes during the hardest weeks of their lives.
Our Approach
We believe you should never be sold an estate plan. You should understand your options well enough to choose confidently for yourself.
That is why every TRI relationship starts with education — plain-English explanations of how wills work, how trusts work, what powers of attorney and health care directives do, what probate really involves, and how beneficiary designations and account titling fit into the bigger picture.
We explain all of the options, including the ones that cost nothing. Then the decisions are yours. And when your situation calls for legal advice, we connect you with a licensed estate attorney — because that is who should be advising you on legal questions.
What We Do
Getting an estate plan in place involves more moving parts than most people expect — documents, attorneys, account custodians, beneficiary forms, deeds, insurance policies. Most of the plans that fail don’t fail because of bad documents. They fail because nobody coordinated the follow-through. That is the role we fill.
Clear, unbiased education on estate planning topics: wills and trusts, powers of attorney, health care directives, probate, trust funding, beneficiary designations, account titling, and legacy planning. You will understand your options before you make any decisions.
When you are ready to put documents in place, we connect you with the right resources. For many families, that is Wealth.com — a leading online platform where you create your own attorney-drafted estate planning documents through a guided, self-directed process. For more complex situations, we help you engage a licensed estate attorney from our national network.
We serve as the quarterback of your planning team — organizing your financial information, facilitating communication between you, your attorney, your CPA, and your account custodians, and keeping the process moving so your plan actually gets finished.
A trust that never gets funded is a plan that never gets finished. We walk you through implementation: retitling accounts into your trust, updating beneficiary designations to align with your wishes, coordinating deed and policy updates with the appropriate professionals.
Life changes — marriages, births, moves, new accounts, new laws. We offer ongoing reviews to help you spot when it may be time to revisit your plan with your attorney, so your plan keeps up with your life.
How Your Documents Are Created
We’ve partnered with Wealth.com, one of the nation’s leading estate planning platforms. Every document template on the platform was designed and drafted by experienced trusts and estates attorneys and is tailored to the laws of your state. Through a guided online process, you answer questions about your own circumstances and create your own estate planning documents — wills, revocable trusts, powers of attorney, health care directives, and more. The platform’s built-in guidance helps you choose the path that fits your goals, and you stay in control of every decision.
Some situations deserve one-on-one time with an attorney — blended families, business ownership, special needs beneficiaries, larger or more complex estates. When that is you, we help you connect with a licensed estate planning attorney, and we stay involved as your coordinator: gathering your financial information, joining meetings when helpful, and making sure the attorney’s recommendations get implemented on the financial side.
Either way, we quarterback the process — so nothing falls through the cracks between the legal work, your accounts, and your family’s wishes.
How It Works
A free education session — your questions, our plain English.
Organize a clear picture of what you have.
Wealth.com platform or one-on-one attorney — you decide.
Guided creation with support at every step.
Retitle accounts, update beneficiaries, complete the plan.
Periodic reviews to keep your plan current.
Why Us
Our job is to educate and coordinate — not to sell you a document package. You will understand every option, including the simplest and least expensive ones, before you decide anything.
Our team brings more than 30 years of combined experience in estate and legacy matters, and we have guided more than 2,000 families across the country through the process of getting their plans in place.
Estate planning is not just documents. It is beneficiary designations, account titling, insurance, and follow-through. We coordinate all of it.
We know where our lane ends. Legal advice comes from licensed attorneys. Tax advice comes from tax professionals. Our value is education, coordination, and making sure the whole team works together for you.
Who We Serve
You know you need “something” but aren’t sure what. Start with education — you will leave your first session understanding your options.
You did a will fifteen years ago and life has changed. We help you take stock and, when it makes sense, connect you with an attorney or platform to bring things current.
You paid for a trust, but your accounts were never retitled and your beneficiaries were never updated. This is one of the most common — and most fixable — gaps we see. We walk you through finishing the job.
Settling an estate is overwhelming. We help you get organized, understand the general process, and connect with the attorney and professionals you need.
Take the First Step
Getting your estate plan in place is one of the most loving things you can do for your family — and it is far easier than you think when someone walks the path with you. Start with a free education session. No pressure, no obligation, no jargon.
Free · No obligation · A relaxed conversation, not a sales pitch
