About Us

Business team having a discussion meeting

We are here to improve the current estate planning process, which is not much different from estate planning in ancient Egypt…

Institutions, traditions, and practices have left us little room to create an estate plan on our own terms. The traditional planning concerns are “who gets what” not necessarily “what needs to be done.” The Modern Estate Planning Process takes the good elements of traditional planning and adds new elements to fill a void in estate planning.