OUR TEAM

Danny 2

Daniel Dana, CEP®

Co-Founder / CFO / Advisor

Marni 1

Marni Frank, CEP®

Co-Founder / CEO / Advisor

Sabrina 2

Sabrina Frank, CEP®

Co-Founder / COO / Investment Advisor 

Belen Torrez

Executive Assistant

OUR PARTNERS

Integrated Trust Systems

Mo Dadkhah

CEO Dadkhah Law Group

Crawford Trust Company

We are a fine tuned, nationwide team working in unison to provide our clients a comprehensive estate plan.  With each department overseeing that your wants and needs are being met.  Integrated Trust Systems, the paralegals, the advisors, the attorneys and support staff are available 24/7 on our exclusive Notepad system to set up and maintain your estate plan and trust.   Changes to your estate plan are simple and quick from anywhere at any time.  All our services are included in our one time flat fee and minimal yearlty maintenance fee.  Ease, convenience & satisfaction at your fingertips!

Our Upcoming eState Planning Seminars in Your Area