Who We Are
We’ve been committed to developing solutions to help clients manage, protect, and distribute their personal and business assets since 1984.
Our skilled team of legal professionals has experience in estate & trust administration and planning, probate management, and tax mitigation.
We have successfully handled a large number of inheritance-related disputes, and have removed our clients from probate. We recommend being proactive rather than reactive: plan your legacy ahead of time before it is too late.
We are not a law firm, we do not represent lawyers and we never give legal advice. All client information is treated as confidential – but not privileged information.
Life Planning Inc is Recognized by
Why Choose Life Planning Inc.?
What Our Clients Say
"Life Planning assisted me with drafting and recording a Deed. Greg was very responsive. He communicated throughout the process. Satisfied customer all the way around. Thank you!"
“Life Planning and Greg helped me transfer titles to several houses. Could not have been easier to work with them, everything was done on time and at what I consider to be a very fair price. Saved me hours of work. Based on my experience, I highly recommend them.”
“Amazing service!!! Their professionalism is unmatched! The entire team treated us like royalty!!”