The road to retirement is a long one, and as with any journey, it helps to have a few key...
Welcome! 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 secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved one’s out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals. Our planning focuses on developing a plan that protects your children, plans for your life in case you become incapacitated, and planning for when you are no longer here for your loved ones.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a Life & Legacy Planning Session.
Undecided? That’s fine, it’s normal to be 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. 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.
I would love to send you an e-copy of this book for free, as my gift to you for considering working with me. Simply click here and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack...
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank...
What our Clients say
"Getting your estate plan in place will give you a significant amount of peace of mind."
"Thank you for making us answer the hard questions. I feel like we are set for the future."
"Sotera has been supportive and helpful. She's providing a meaningful journey for my children."
"Our experience with Sotera has been very easy...It felt so effortless...I can't believe we didn't do this sooner...Feels like a huge weight has been lifted off our shoulders. The whole process was broken down into bite size pieces."
I appreciate you walking me through this...The legacy video is not an easy thing to do and I've never heard of others doing it to this level to help a client. The fact that you do it tells me you have a complete conviction in your purpose. It's really remarkable.
Sotera has given me great peace of mind...I never thought I'd do this and I'm so happy I did and so happy I picked Sotera.
Sotera made this as painless as possible and I feel so much more secure. We knew we had a responsibility to get this done, but pushed it off. It is a grown-up thing to do...so go do it. I really value Sotera sitting down with us and explaining complex stuff so we can make the best choice for our family. We now have peace of mind.
Will Your kids be taken into custody if something happens to you?
You love your kids and work hard to keep them safe. They are your heart and you worry about them all the time. Do you ever wonder about what would happen to them if something happened to you? What you think would happen is unlikely to happen unless you do it legally. 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. Our website makes it easy for you. You can name guardians for your kids for $7.00 – the price of a McDonald’s Happy Meal. 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.