Your Guides
We're not the hero of this story—you are.
6 human experts provide judgment and relationships.
9 AI executives handle systematic execution.
Together, we guide you to a settled estate.
Human Team
Led by Keenan Brown (CLPF #790), our human team provides strategic judgment, client relationships, and fiduciary oversight.
15+ years experience • 500+ families served • Licensed & bonded
AI Executives
Our AI C-Suite handles routine execution, documentation, quality assurance, and continuous improvement.
85% of work • 50% faster outcomes • Systematic reliability