About Us

Estate Planning Partner is an estate planning education company dedicated to helping individuals and families better understand the often confusing world of wills, trusts, probate, and estate planning.

Our mission is simple: to decode estate planning into clear, practical language so families can make informed decisions and, where appropriate, help their loved ones avoid the cost, delay, and stress of probate.

We educate through our YouTube channel, webinars, book, checklists, worksheets, and step-by-step guidance, empowering thousands of families to move from procrastination to action. Through our partnership with Trust & Will, we combine easy-to-understand education with a modern estate planning platform, making it easier than ever to create an estate plan from the comfort of home.

Whether you're just beginning to learn about estate planning or you're ready to complete your own plan, our goal is to provide the knowledge, resources, and confidence you need every step of the way.

Estate planning isn't just about legal documents—it's about protecting the people you love.