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Our Services 

the problem-silo

our solution-UP

Here's what we know- you may have an estate attorney...insurance agent...accountant...doctor...the list goes on...but 

ARE THEY TALKING TO EACH OTHER? 

Probably not.

And that is exactly why we started Project UP. 

You have so many things going on and people you work with to keep your life in motion, but so seldom do those resources ever talk to each other about your life and discuss things like what one resource is recommending could cause a ripple effect of damage later on. 

These resources operate in silos. 

But we don't.

Contact

I'm always looking for new and exciting opportunities. Let's connect.

123-456-7890 

OUR SERVICES

Estate and Life Planning 

Creating or updating your estate plan to match your life plan

Transition and Serious Diagnosis Planning 

Navigating your through the "what now?" after a diagnosis, fall, etc. 

After Death Estate Closure 

Closing our your loved one's estate and life with a comprehensive plan 

ready to go UP together?