Who We Are
We're lifelong friends who grew up together and, years later, found ourselves navigating the same difficult journey of helping our aging parents plan for their future. Each of us went through the emotional and often confusing process of estate planning with our families. We realized how difficult it was to find someone who truly listened, explained things clearly, and made the process feel human. That shared experience brought us together in a new way. Together, we've built a service that blends empathy with technology, aiming to make estate planning less intimidating and more accessible. Because we've lived through it ourselves, we understand the emotional and practical challenges—and we're here to guide others with the compassion, clarity, and confidence they deserve.
Our Mission
At TD Estate Planning, we believe estate planning should not be overwhelming or out of reach. We understand that life is busy, and some tasks — even the most important ones — often get pushed aside. But leaving your family unprepared can lead to real hardship when they need support the most. Through our own experience helping aging parents, we saw how difficult and costly it can be to find the right help. We’ve spent countless hours researching and speaking with attorneys, only to find a system that often feels cold, complicated, and overpriced. That’s why we created TD Estate Planning — to simplify the process, add a human touch, and make it easier for families to get this critical task done. Our mission is simple: help you complete your estate plan - and give your family the peace of mind they deserve.
Contact us
Schedule your consultation with us today. Our dedicated team is ready to guide you through your estate planning experience.