Planning for aging, disability, and end-of-life isn't just about logistics, it's about freeing yourself from the fear of being a burden, so you can focus on leaving the legacy that matters most.
Founded in 2019, Trusted Legacy Consulting (TLC) is a boutique firm dedicated to values-based, fee-only estate planning. We specialize in helping individuals and families, especially those navigating disability, aging, and complex legacies, plan with clarity, compassion, and confidence.
We're not tied to any financial institution, insurance provider, or asset manager. That means our advice is truly unbiased. We work alongside legal, accounting, financial, and insurance professionals to help clients compare options and choose the path that best fits their values and needs.
Think of us as your independent estate and trust advisor, here to guide, not sell. We often act as a no-fee broker, connecting clients with donor-advised fund providers, fiduciary services, and foundation administrators.
At its heart, this work is about people, not paperwork.
We believe estate planning should be more than a technical conversation about wealth, taxes, and insurance. It should be a meaningful dialogue about:
Our goal is to help you plan intentionally, so your legacy uplifts rather than overwhelms those who may one day step into your shoes.
Planning for aging, disability, and end-of-life isn't just about logistics. It's about alleviating the fear of being a burden, and making space to focus on the positive impact you want to leave on the world.
This is why we begin with one simple, powerful question:
What do you want to be remembered for?
Take a free readiness assessment to understand where you are in your legacy planning journey — and what steps matter most right now.
Take a Free Assessment →Powered by LegacyYou — readiness tools built by the founders of Trusted Legacy
We support individuals, families, and professionals navigating complex planning needs across the following areas.
It all starts with getting to know you and your situation and helping you to understand what goals are important to you
We complete the necessary analysis and provide a presentation for you and your advisors to review and implement
We help you to build a blueprint that will assist in communicating the necessary information to ensure your wishes are carried out
We were referred to Christine by one of our financial planners after we expressed concern over updating our current wills. Having been through the process once before we were aware of how time consuming this can be. She is well connected with other professionals needed to get estate planning done. What really sets her apart is her dedication to delivering in a timely fashion — she is amazing to work with!
More client stories are on the way.
More client stories are on the way.
Thoughtful perspectives on estate planning, trust strategies, and continuity for families and advisors.
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