Planning for aging, disability, and end-of-life is rarely about the paperwork. It's about the worry underneath it, whether your family will be cared for, whether your children will be protected, whether you're making the right decisions. We help you work through that worry and arrive at your lawyer's office clear, confident, and ready.
Most people don't struggle because they lack legal documents. They struggle because they aren't sure what those documents should accomplish.
That's where we come in.
Your lawyer remains your legal advisor. We help you make the most of that relationship.
We don't replace your lawyer, and we don't give legal advice. We help you think through your decisions before legal drafting begins, so your time with your lawyer is focused and productive.
Together, this makes for a more thoughtful and efficient planning process. You arrive prepared. Your lawyer moves straight to advising and drafting.
Founded in 2019, Trusted Legacy Consulting (TLC) is a boutique firm dedicated to values-based, fee-only planning. We help 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 guidance is truly unbiased. We work alongside your legal, accounting, financial, and insurance professionals to help you compare options and choose the path that best fits your 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. Estate planning should be more than a technical conversation about wealth, taxes, and insurance. It should be a meaningful dialogue about living well, aging with dignity, communicating your values, and leaving a legacy that reflects who you truly are, so it uplifts rather than overwhelms those who may one day step into your shoes.
A calm, structured path from uncertainty to a plan your lawyer can act on.
We get to know your family, your story, and what you're truly trying to protect, so the plan starts from what matters, not from a form.
We help you think through the practical consequences of your choices, drawing on decades of seeing how these plans actually unfold, and bring your wishes and your reality into alignment.
We organize everything into a clear summary for your lawyer, so they understand your priorities and the questions you'd like addressed, and can move directly to advising and drafting.
Take a free readiness assessment to understand where you are in your planning journey and what steps matter most right now.
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We support individuals, families, and professionals navigating complex planning needs across the following areas.
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!
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More client stories are on the way.
Thoughtful perspectives on estate planning, trust strategies, and continuity for families and advisors.
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