with Nicole


I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in business and estate planning to achieve your goals.

If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session; if you're a business owner, schedule a LIFT Your Life and Business Planning Session.

Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.

Simply click here and enter your name and email address and I'll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.

It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.

This Essential Report Demonstrates How The Building Blocks Of Your Business Set You Up To Perform

LIFT Manifesto

LIFT your business to the next level with solid Legal, Insurance, Financial and Tax foundations + a trusted advisor to guide you.

Upcoming Events

Yellow Dog Legal | Let's Talk Money!
Let's Talk Money! Webinar
Thursday, Oct 10, 2019
12:00 PM - 1:00 PM PDT
Yellow Dog Legal | Gifting for Grandparents
Gifting for Grandparents Webinar
Tuesday, Oct 15, 2019
12:00 PM - 1:00 PM PDT
Yelllow Dog Legal | LIFT Your Business
LIFT Your Business Webinar
Friday, Oct 18, 2019
12:00 PM - 1:00 PM PDT
Yellow Dog Legal | Nominate A Guardian
Nominating A Guardian Webinar
Wednesday, Oct 23, 2019
12:00 PM - 1:00 PM PDT
Yellow Dog Legal | Nominate A Guardian
Nominating A Guardian Meetup
10/15/2019 | 10/29/2019 | 11/13/2019
Portland Community College - Rock Creek Campus
6:00 PM PDT