"The only thing worse than dying without a will, is dying with one"

Stacy is a powerful voice for the use of technology-assisted estate planning as a foundation for all financial services. She is passionate that no child end up in Probate Guardianship with the court calling the shots. Stacy has traveled nation-wide teaching, speaking, and keynoting; working with families & training the financial advisors who serve them.

Developer of the Universal Guardian Trust & Caregiver's Guide, for families with minor children and those with Special Needs.