Collaborate is designed to make the estate planning process easy and allow you to collaborate with your financial advisors. We realize that your financial affairs may be complex and may need assistance from your accountant, financial advisor, or family member. We make it easy for you to collaborate and create a comprehensive and complete estate plan. Collaborate will give your family a peace of mind and can save you thousands of dollars and headaches in the future.
Founder & Owner, Collaborate
Collaborate was created after I saw many of the struggles that my clients experienced
after losing a family member. There seems to be a trend in which a client’s loved one
who passes away is also the person that looked after all the family financial affairs.