Trusts and Estate Planning, Protect what you love.

Give your loved ones clarity and leave a legacy that lasts. Our guided online platform is the easiest way to create your estate plan and keep it up to date.

A man embracing his wife and two children (a son and a daughter), with their pet dog sitting beside them.
Two man are wrighting in paper
WHO WE ARE

A Legacy of Trust and Excellence

At Consolation Plan Group, we understand that securing your legacy and providing for your loved ones is paramount. Founded on a shared dedication to safeguarding your legacy, our dynamic team of professionals brings decades of combined experience to every client relationship. We specialize in creating tailored trust and estate plans that reflect your unique values and aspirations.

We are more than advisors; we are partners in your journey. Our team of experts leverages their wealth of knowledge and experience to empower you, ensuring that your estate planning is comprehensive, personalized, and aligned with your goals.

24+

Years of collective experience

95%

Remarkable client satisfaction rate

Woman is righting in white board and explaining
OUR VISION

Simplifying Estate Planning for Your Peace of Mind

We aim to simplify the complex world of estate planning, making it accessible and manageable for everyone. Our mission is to empower you with the tools and knowledge necessary to safeguard your assets, ensuring they are distributed according to your wishes.

At Consolation Plan Group, we are committed to staying at the forefront of estate planning. We leverage the latest technologies and innovative strategies to provide our clients with cutting-edge solutions. Our forward-thinking approach ensures that your estate plan is not only effective but also adaptable to future changes and advancements.

Our client-centric philosophy is the cornerstone of our services. We take the time to understand your unique needs, goals, and values, creating personalized estate plans that truly reflect your wishes. By fostering strong, collaborative relationships, we ensure that every client receives the attention and tailored solutions they deserve.

Integrity is at the heart of everything we do. We uphold the highest standards of honesty, transparency, and ethical conduct in all our interactions. You can trust that our advice and services are always aligned with your best interests, providing you with the peace of mind that your legacy is in safe and trustworthy hands.

Book a Call
Let’s Connect

Protect Your Legacy: Unmatched Expertise and Tailored Estate Planning at Your Fingertips

Book a Call
Icon Top Right Black