- Simple
- Transparent
- Trusted
Secure Your Legacy with Confidence
Professional estate planning guidance to help you protect your family, preserve your assets, and plan for the future with clarity, confidence, and long-term peace of mind.
About the Advisor
Plans fail for lack of counsel, but with many advisers they succeed. (Proverbs 20:18)
About Jonathan
I am an independent estate planning advisor dedicated to helping individuals and families establish wills and trusts with clarity and confidence.
I work closely with licensed legal professionals while providing clear guidance, education, and personal support throughout the process. My role is to simplify complex decisions, explain costs transparently, and ensure you feel informed and comfortable at every step.
My focus is not volume, but service. I take the time to understand your situation, walk you through your options, and help you make decisions that truly protect your legacy.
Why Choose This Approach
Estate planning can feel overwhelming, especially when you are unsure what you are paying for or why. We bridge that gap by clearly explaining the process, the legal costs involved, and how your plan is structured.
By working through our brokerage, you receive personalized support, flexible payment options, and access to professional legal services—without unnecessary complexity.
Our goal is to make estate planning accessible, transparent, and stress-free.
- Personalized Guidance
- Flexible Payments
- Full Transparency
Estate Planning Services
Last Will and Testament
Clear documentation of your wishes for asset distribution.
Living Trust Setup
Protect assets and avoid probate with properly structured trusts.
Asset Protection Planning
Strategies to safeguard your wealth for future generations.
Tax Mitigation Strategies
Minimize estate taxes and maximize what you leave behind.
Family Planning Guidance
Thoughtful beneficiary planning and family legacy discussions.
Charitable & Legacy Giving
Create impactful charitable contributions with tax-efficient planning.
How It Works
Proess:
The process begins with a brief client intake form, providing an initial understanding of your circumstances and planning objectives before any consultation takes place.
After reviewing your information, a confidential consultation is scheduled to discuss your goals, family structure, assets, and long-term intentions in greater detail.
Based on this discussion, a customized estate planning strategy is developed to protect assets, minimize unnecessary tax exposure, and clearly document your wishes. All required legal documents are then prepared and reviewed to ensure they are properly structured, compliant, and aligned with your overall plan.
Ongoing guidance and periodic reviews help ensure your estate plan remains current and effective as your life, assets, or applicable laws change.
Pricing
Last Will and Testament
Pricing for a Last Will and Testament depends on the complexity of your assets, beneficiaries, and specific instructions. Every situation is different. Please complete the intake form to receive an accurate, personalized quote based on your requirements.
Living Trust Setup
The cost of setting up a living trust varies depending on asset structure, trust type, and long-term planning considerations. Pricing is not fixed. Submit your details through the form to receive exact pricing customized to your needs.
Asset Protection Planning
Asset protection strategies are highly customized and depend on the nature of your assets, risk exposure, and future goals. Pricing varies accordingly. Fill out the intake form to receive a detailed and accurate cost estimate.
Take the Next Step Today
Protect what matters most and move forward with confidence. Your family’s future deserves professional planning.
Built on Trust and Integrity
Estate planning extends beyond documentation. It is a matter of responsibility, stewardship, and long-term peace of mind. My practice is guided by integrity, transparency, and a principled commitment to serving families with professionalism, care, and respect. If you are ready to discuss your planning needs, I welcome the opportunity to speak with you.
Office:
1234 Market Street, Suite 500,San Francisco, CA 94103, United States.
Email:
example@examplemail.com
Phone:
Number: 010000000