Helping families make better estate planning decisions.
Know Where Your Family Stands — So You Can Protect What Matters Most.
Start with your Estate Score™ to see what's already in place, what may need attention, and what deserves a closer look — in about three minutes.
If you'd like help afterward, we'll review your results together and help you decide what makes sense next.
- Thumbtack Top Pro
- Client-First Advice
- Flat-Rate Pricing
- Virtual NJ/PA/DE
- In-Person NJ • PA • DE
- Español Disponible
Most Families Have Done Something.
Some have a will. Some have a trust. Some have beneficiary designations. Some haven't started yet.
But none of those answers tells you whether everything actually works together.
A will can become outdated. A trust may never be funded. Beneficiary designations can conflict with other planning. Property ownership can change. Important decisions are often made years apart without anyone stepping back to look at the whole picture.
That's the Coordination Gap™ — the space between having the pieces and having them work together.
FamilyTrustGuard™ helps families see the whole picture, decide what deserves attention, and keep the important pieces coordinated as life changes.
How the Pieces Fit Together
We help make sure these pieces work together as one complete plan.
Know Where You Stand.
Every family starts from a different place. Some are planning for the first time. Others have documents created years ago. Many simply want to know whether everything still reflects their wishes.
Estate Score™ gives you a clear starting point.
In about three minutes, it helps you see:
- what's already in place
- what may need attention
- where coordination may matter
- what deserves a closer look
- Takes about 3 minutes
- No legal knowledge required
- Personalized results
- No login required
Choose The Right Starting Point
If your review identifies something worth addressing, the next step depends on your family's circumstances, goals, and complexity. FamilyGuard™, TrustGuard™, and WealthGuard™ provide different levels of planning and coordination.
FamilyGuard™
Build a strong foundation.
Guided planning for individuals and families putting the essential pieces in place.
Learn moreTrustGuard™
Bring the important pieces together.
Trust-based planning designed to coordinate your wishes, property, beneficiaries, and important decisions.
Learn moreWealthGuard™
Coordinate complexity.
Deeper planning for business ownership, blended families, significant assets, and long-term family continuity.
Learn moreHow We Guide Families
The FamilyTrustGuard Planning System™
A clear process for understanding where you stand, deciding what deserves attention, putting the right pieces in place, and keeping them current as life changes.
- 1 · DiscoverKnow where you standStart with Estate Score™ and, when appropriate, review your circumstances together.
- 2 · OrganizeCreate a clear roadmapUnderstand what deserves attention and what should happen first.
- 3 · CoordinateBring the important pieces togetherAlign documents, property, accounts, beneficiaries, and important decisions.
- 4 · ImplementPut the plan into actionComplete the appropriate legal, ownership, beneficiary, signing, and funding steps.
- 5 · MaintainKeep the plan currentReview the plan as your family, finances, property, and priorities change.
Discover · Organize · Coordinate · Implement · Maintain
At every stage, you'll know what comes next — and why.
Guidance Every Step of the Way
We help families make better estate planning decisions — and then make sure those decisions work together. Here's what that looks like.
Family-First Guidance
Recommendations begin with your family's circumstances, priorities, and goals.
Planning Built Around Your Family
Your next step reflects your situation — not a predetermined product.
Clear Pricing
Know the investment before work begins. No hourly billing surprises.
Everything Organized
Keep important planning information together so your family knows where to find it.
Every process is only as good as the people guiding you through it.
Every process is only as good as the people guiding you through it.
Meet Eric & HaydeeMeet Eric & Haydee
Eric and Haydee started FamilyTrustGuard™ after watching their own families face difficult moments without enough preparation. Today, they help families make thoughtful estate planning decisions earlier — so the people they love aren't left trying to piece everything together later.
Eric Rodriguez — Lead Advisor
Haydee Paz — Client Relations
What families say after going through the process.
"I had a trust for six years. Nobody had ever told me it wasn't connected to anything."
James P.
Marlton, NJ · Verified FamilyTrustGuard Client
"Eric walked us through every step. Our trust, guardianship, and directives were done in under 30 days."
Maria G.
Cherry Hill, NJ · Verified FamilyTrustGuard Client
"We finally have a trust, powers of attorney, and healthcare directives that are coordinated and easy for our family to understand."
David & Susan R.
Mount Laurel, NJ · Verified FamilyTrustGuard Client
FamilyTrustGuard works within an advisor and attorney network that serves more than 2,500 families a year.
Life Changes
Life Doesn't Stand Still. Neither Should Your Plan.
Even a well-prepared estate plan should be reviewed when your family, finances, property, or priorities change.
For Churches, Ministries & Christian Organizations
For Churches, Ministries & Christian Organizations
Help the families you serve make wise financial and estate planning decisions through practical, biblically informed education.
Explore Church ProgramsStart With Your Estate Score™.
Whether you're creating your first plan, reviewing one you've had for years, or simply want to know where things stand, Estate Score™ gives you a clear place to begin.
About 3 minutes · No login required · Instant results
Serving families across the nation through secure virtual planning, with in-person appointments available throughout New Jersey, Pennsylvania, and Delaware.