🎓 School’s Almost Out — Let’s Get Your Estate Plan Done!

Calling All Educators (and Students)!

As the school year winds down, I know how busy this season can feel - final projects, end-of-year celebrations, graduation planning, and prepping for summer. But before you sail off on that well-deserved vacation, there’s one more thing you can do to start your summer with peace of mind: complete your estate plan!

Close to Home

I say this not only as an estate planner, but as someone deeply connected to the school community. I’m married to a teacher, mama to a high school student, daughter to a retired school office manager, and a professor myself. I see firsthand how much love, time, and energy our educators and school staff pour into others. You deserve the same care in return.

Special Offer

That’s why I’m offering a special Educator Discount - $500 off a trust-based estate plan package - now through May 30. This offer is available to any school employee or student (especially those young adults launching from the nest who need a basic estate plan of their own!). Let’s start summer with the peace of knowing your wishes are clearly laid out and your loved ones are protected.

📅 Call (619) 273-3329 or book an appointment here to schedule your complimentary consultation.

Offer expires May 30