Protect What Matters Most
Your Family and Your Peace of Mind
Simple, attorney-reviewed Wills & Trusts that keep loved ones out of court, conflict, and confusion.
Protect Your Family's Future Trusted by 10,000+ Families
Protect Your Family's Future in 3 Simple Steps
83% of families delay estate planning because it feels too complex or time-consuming.
We understand — that’s exactly why we created Peace Planning Family™
Step 1 — Your Peace Planning Review
Every family’s story is unique.
During this private phone or Zoom conversation, we’ll listen carefully, review your goals, and identify any protection gaps.
You’ll leave this first conversation with clarity, confidence, and a clear direction for your plan.
Step 2 — Family Peace Plan Design
Together, we’ll design your personalized Will or Trust strategy.
Our planning specialists craft the documents and our attorney team reviews every detail for accuracy and alignment.
Your plan may include asset protection, health-care directives, and inheritance guidance — everything needed to protect what matters most.
Step 3 — Sign with Confidence — Wherever You Are
Once your plan is ready, we make signing effortless.
Our mobile notary services come to you — at home, at work, or after hours — so you can complete everything securely and without stress.
Enjoy your new Estate Peace Planning Leather Portfolio Binder and stay organized, safe
Take The 2 Minute Will vs Trust Quiz
Free Digital Book: Master The Art Of Generation Wealth
Secure your legacy and empower future generations with our expert guidance
Key Topics to Cover:
Wills and Trusts: Ensure your assets are distributed according to your wishes
Tax Planning : Utilize strategies to reduce estate and income taxes
Retirement and Preservation: Grow your wealth while mitigating risk
Philanthropy and Giving : Create your lasting impact through charitable giving
Succession Planning : Seamlessly transition your business or investments
Peace Planning Family™ Solutions
TrustGuard™
Revocable Living Trust (RLT)
Processed by a legal proccessor, attorney Reviewed
✓ Powers of Attorney & Healthcare Directives
✓ Trust Funding Assistance & Financial Asset Review included
✓ Attorney document review prior to delivery
From Basic Protection to Complete Peace of Mind
TrustGuard™ Plus
Comprehensive Estate Plan
Processed by licensed, certified financial & estate advisor, documents delivered by attorney
Healthcare Decisions
Financial Protection
Family Authority
Professional protection that puts you in control
WealthGuard™
Customized, Senior-Attorney–Led Planning
Senior-attorney-led custom trust archituecture
Advanced tax, asset, and legacy strategies
Family meeting & ongoing advisory
Trust Funding Assistance & Financial Asset Planning
Attorney -drafted and delivered with white glove support
Strategic solutions for tax-efficient retirement income
The Executive Team
Eric Rodriguez
Financial Estate Advisor
Barry Kozak
Lead Estate Attorney
Bajis
Legal Professional
Haydee Paz
Director Of Operations
Client Testimonials
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Local Office / National Outreach
923 Haddonfield Rd STE 300
Cherry Hill, NJ 08054
