Our Core Services

1.

Order Title

Our title service strives to ensure a seamless transfer of property titles, with the goal of providing peace of mind to our clients.

Title Searches

Title Insurance

Property Lien Checks

Property Survey

Loan Document Preparation

Closing and Escrow

E-Recording

Notary Services

2.

Estate
Planning

Estate planning is not merely about money or possessions; it’s about ensuring your loved ones have the support they need when you are no longer here to provide it. By planning for the future, you’re saying, “My family has everything they need to thrive in my absence.

HIPAA Authorization

Living Will

Estate Planning

And More

3.

Home
Exploration

Help homeowners in exploring solutions for keeping or selling their homes, whether they’re dealing with an inherited property, transitioning to long-term care, or simply need to divest themselves of their house for any reason.

Comparative Market Analysis

Home Inspection Reports

Property Value Consultations

And More

4.

Speaker, Workshops and Podcasts

Interested in having Stephanie join your upcoming event? Booking her to speak, host a legacy workshop, or be a guest on your podcast is easy.

Speaking

Podcasts

Legacy Worshops

And More

START PLANNING TODAY

Begin Your Wealth Journey Now

Free Consultation? (813) 331-5126

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