A Sister Company of The Retirement Institute
Serving 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.
A private, self-paced starting point you can review when the time is right. Plain English, no jargon, nothing to schedule.
Free. One email, no phone call.
2026
The Estate Planning Guide
What TRI does
A complete process brings four distinct parts into alignment. TRI helps you understand how the pieces connect, keeps the work organized, and coordinates the non-legal follow-through, without stepping into the attorney’s role.
01
Understand how common tools and processes work, what questions to ask, and where legal advice may be needed, before making decisions.
02
Create your own documents through an attorney-designed platform, or engage an independent attorney directly when individualized advice is needed.
03
Coordinate the administrative work around account retitling, beneficiary alignment, and deed or policy follow-up.
04
Make sure the plan can actually function when it is needed, not just on paper.
Free live webinar
One hour, live, with time for your questions. We walk through a real plan start to finish, what it covers, what it costs, and the mistakes that quietly undo one.
Save My Seat →Free. Pick a time that works. Replay sent if you cannot make it.
Start with a free session to map your situation. When you are ready, the Estate Planning Education Package carries you from first conversation to a plan that is finished and funded.
Session is free, no obligation. Package is $1,995, or two payments of $997.50.
Your estate planning team
Think of TRI as the conductor of the process. We help each person understand when to step in and keep the work in alignment, while every professional remains responsible for their own area.
Provides the educational framework, coordinates the moving parts, and keeps the process progressing in the right sequence.
Your primary point of contact. Tracks open items, coordinates scheduling, and helps you know what comes next.
Provides individualized legal advice for more complex circumstances, when you choose to engage that attorney directly.
Handles funding and plan implementation alongside the rest of the team.
A complimentary call with a Planning Coordinator. Bring your questions, get plain answers, and leave knowing what your next step would be.
Schedule a Complimentary Call →Free · No obligation · No document sales pitch
