Welcome to My Estate Coach
At My Estate Coach, our core values are built on trust, integrity, and compassion, ensuring every client feels supported and secure. We believe in clarity and transparency, making complex estate matters simple and understandable. With a commitment to long-term care and protection, we guide families toward peace of mind and lasting financial security.
Personalized Guidance
Expert Knowledge
Simplified Process
My Estate Coach
As an Estate Planning Attorney with over 30 years of experience, I can tell you, all lawyers and financial advisors are not created equal. Trusting your legacy to people who are not specialists in the field, such as, real estate, business law, divorce law and legal generalists, or answering questions online and having an internet firm send you back a generic financial or estate plan, are sure fire ways to have them declared invalid; ending up with an estate plan that didn’t work.
Lawyers speak legalese, financial advisors speak financialese. They speak too fast, don’t ask the right questions, don’t provide you with the information you need to know to make an informed decision. Learn how to select the right advisor for you and your family.
Our Mission
Our mission is to provide trusted education, guidance, and support in estate planning and family consulting, helping individuals protect their assets, plan for the future, and achieve peace of mind. We are committed to making estate decisions simple, transparent, and tailored to each client’s unique needs.
Our Services
Education & Guidance in Estate Planning
We help individuals and families understand the essentials of estate planning. Through personalized sessions, we explain concepts in plain language so you can:
- Learn the basics of wills, trusts, and estate documents
- Understand how estate planning impacts your family’s future
- Gain clarity on options available to protect your legacy
Family Consulting
Estate planning isn’t just about documents—it’s about people. We offer consulting to support open conversations within families, so everyone is informed and prepared. Together, we:
- Facilitate discussions to align family members on important decisions
- Explore strategies for passing down wealth and assets responsibly
- Provide tools to reduce conflict and build peace of mind
Estate-Related Services Support
Navigating estate-related matters can feel complicated. We guide you through the process with knowledge and empathy, helping you:
- Identify and evaluate your estate planning needs
- Connect with qualified legal and financial professionals when necessary
- Stay organized and on track with your planning journey
My Estate Coach
To be the most reliable and compassionate estate planning partner, empowering families to secure their legacies, strengthen financial well-being, and create lasting stability for future generations.
GET IN TOUCH
Feel free to get in touch with us for any questions, feedback, or inquiries. We're here to help!