I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To find out more about how you can start on this important planning, you are invited to one one of our upcoming events (check out the schedule below).
Or schedule your FREE 15-minute consultation and speak with us personally about your family.
If you are ready to jump right in and get going, you can schedule right online by clicking here.
You will see a few options when you click to schedule. For a consultation focused on your family, schedule your Family Wealth Planning Session.
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
I would love to send you a copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you for considering working with me.
Simply click here to request your free copy and it will immediately arrive in your inbox.
It's called "Wear Clean Underwear" because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
Kristen's presentations help you discover what's missing from your legal foundations – and how to fix it. Kristen has spoken to groups at non-profit organizations, churches, and more. Availability is limited so reach out right away.
“Very informative and easy. We feel much more prepared moving forward now that there is a plan in place”
- A.J. -
“Kristen is very professional, friendly and has a sense of humor that makes one feel at ease”
- S.R. -
“Open honest discussion and a positive experience”
- K.R. -
Positive experience, fun & personable, sensitive and considerate. You need to do this...get it done with Kristen”
- F.A. -
“Great. Kristen seemed genuinely interested in helping us with our estate planning. I didn't feel like we were just another client to be pushed through the process. She answered questions thoroughly, offered options, and researched and came back with additional information/answers when needed. Her explanations were clear and easy to understand. She offered advice but allowed us to make the decisions we felt were right for us. The entire process went smoothly”
- A.K -
“Kristen is very friendly, patient and, of course, professional. It is a pleasure working with her.”
- K.R. -
“Very good experience. I gained insight and knowledge from the sessions to help me make important decisions about the future of my family and assets”
- E.A. -
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?
4466 Darrow Road, Unit 18
Stow, OH 44224
DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.