Jim helped us finish something we may never have completed on our own.
“As small business owners and parents of a young daughter, we always felt a lingering unease about not having our affairs in order—especially before traveling. We talked about creating a will for years but never made it happen. When we met Jim and learned about the benefits of setting up a trust, we knew it was time to take action.
Jim and his team made the entire process simple, approachable, and incredibly thorough. What felt overwhelming at first—making tough decisions about our daughter’s future, navigating legal documents, thinking through ‘what if’ scenarios—became manageable with their step-by-step support. They followed up with us, kept us on track, and truly helped us finish something we may never have completed on our own.
We now have a clear plan in place, and that peace of mind is priceless.”
Laura & Joshua Hale
Small Business Owners & Parents
we trusted them with our parents’ plans—and that says everything.
“We came across Family Shield Estate Planning, at a Teach them Diligently conference. They offered a free group consult and we made sure to grab their info. I am sure glad we did.
So far both my parents and my in-laws have gone through the trust process with FSEP’s patient help. Both sets of parents went from outdated wills that would have caused a lot of grief, to trusts that give a clear picture of what they would like done after they depart.
Jim and his team have the patience of Job. They were helpful all along the way and went a step above and made sure to gently keep things moving when our parents got busy or stalled. To summarize, we trusted them with our parents’ plans—and that says everything.”
