The album
She knows every photograph by heart. She has no idea where the life insurance policy is.
For the ones you'll leave behind
When the day comes, your family will know exactly where to start.
Your free Client Pulse+ Report gathers everything in one gentle, organized place: the will, the policies, the accounts, the property, and the people to call. The ones you love can grieve without also having to search.
Free
No hidden costs
No obligation
Three moments every family knows
Love remembers everything. Paperwork doesn't.
The service
Today he's holding his mother up. Next week he'll be holding a stack of mail neither of them understands.
The folder
Forty years of statements, deeds and policies. None of it was ever explained to her.
It doesn't have to be this way.
While you're both here, let us put your family's whole picture in one place: what exists, where it is, who to call, and what's still missing. It costs you nothing, and it may be the kindest gift you ever give the person you love.
What's in your free Pulse+ Report
A clear map, and one person to call.
Everything in one placeAccounts, investments, property, retirement, insurance and business interests, gathered and explained in plain English.
Where everything isWhich institution, which drawer, which advisor, so no one has to go hunting through old mail.
What's missing, found in timeAn outdated will, a beneficiary who was never changed, no health-care directive or power of attorney, found while there is still time to fix them.
One number to callWhen the day comes, your family calls us first. We already know the picture, and we help them take the next step.
How it works
Four simple steps. We carry the heavy part.
- 1Share your basic informationA short, plain-language form. No jargon, no rush.
- 2Send what you haveUpload documents to a secure private portal, or bring the shoebox and we'll sort it.
- 3A 30-minute conversationWe fill the gaps together and confirm the people who matter most.
- 4Your free Pulse+ ReportA clear, organized picture of everything, and a short list of what to fix now.
We work alongside your attorney. We don't draft wills or trusts. We find what's missing or out of date, organize everything that exists, and work with your attorney and advisors so the gaps actually get closed.
Our promise to you
Your Pulse+ Report is free. Truly.
There is no fee, no credit card, and nothing to sign. All we need is your basic information. The report is yours to keep, whether or not you ever work with us.
No costThe complete Pulse+ Report, prepared for your family at no charge.
No hidden feesNo trial period, no surprise invoice, no fine print.
No obligationYou owe us nothing afterward. No pressure, and no one chasing you.
After your report, only if you'd like
We may also find money you've been leaving on the table.
Once your picture is in one place, patterns show up that no one could see before. If you'd like, we'll walk you through what we noticed. You decide what, if anything, comes next.
A look at your past tax returnsWe review recent returns for missed deductions, credits and savings you may still be able to claim.
Restructuring that protects your familyHow property is titled, how businesses and trusts are set up, and how assets pass on, adjusted to fit the plan.
One firm that knows your whole pictureTaxes, planning and legacy handled together, by people who already know your family.
A gentle three-minute check
Would your family know where to start?
Twenty simple true-or-false statements. Most families are surprised by what they find.
Begin the assessment
A few of the twenty
My spouse knows where our will and trust are kept.
Every life insurance beneficiary has been checked in the last three years.
My children would know who to call first.
Request your free report
Start with a few simple details.
That's all it takes to begin. A coordinator will reach out personally to walk you through the next step, at your pace.
- Free, with no hidden costs
- No obligation of any kind
- Your information stays private and secure
If you've recently lost your husband or wife
You don't need to have anything figured out. Your free report is where we start. We'll help you find what exists, one step at a time, at whatever pace you need. Or simply call us at (619) 592-2594.