Goldtree Estate Planning
Lasting Mark's Estate Planning Partner
A dedicated estate planning resource designed to support Lasting Mark agents and deliver a seamless, professional experience for your clients.
We work alongside you to coordinate, educate, and implement family trust solutions, without soliciting or replacing your client relationships.
Built to Support You and Your Clients
What We Help Clients Accomplish
We provide structured estate planning support designed to bring clarity, organization, and follow-through to a family’s wishes.
Our work commonly includes:
Living Trusts
Wills
Powers of Attorney (Financial & Healthcare)
Healthcare Directives
Guardianship planning for minor children
Asset and beneficiary coordination
Estate planning education and guidance
We focus on helping families understand their options, organize decisions, and implement a plan that works as intended.
Who We Work Best With
We work with families whose primary goal is clarity, control, and continuity.
These are clients who want to:
Create a clear path for how assets and responsibilities are handled
Ensure loved ones are protected if life happens
Maintain control over decisions while they are alive
Reduce confusion, delays, and unnecessary stress for their family
Our role is to help families design plans that are intentional, organized, and aligned with their long-term goals.
How We Support You as the Referring Advisor
We are built to function as a value-add extension of your relationship, not a replacement.
You can expect:
Clear communication and clean handoffs
Respect for your role as the primary advisor
Flexible involvement based on your preference
Ongoing coordination throughout the process
Our goal is to help you deliver a better overall client experience while reinforcing your expertise and relationship.
A Structured, Straightforward Process
Our approach emphasizes:
Flat-fee planning (not hourly billing)
A clear, guided process from start to finish
Support for both in-state and out-of-state clients
Clients know what to expect, and you stay informed every step of the way.
ESTATE PLANNING SUPPORT
Family Trust & Estate Planning Support
Stephanie McCahon serves as your primary point of contact for estate planning education and coordination. She works directly with individuals and families to help clarify options, organize information, and guide the estate planning process from start to finish.
Our role is to help clients understand and implement foundational estate planning strategies while coordinating with trusted legal professionals and existing advisors when appropriate. Stephanie ensures each step is clear, organized, and aligned with your goals.
Support includes:
Agent-first estate planning coordination
Clear handoffs and communication before any client meeting
Flexible agent involvement, warm handoff or full participation
Flat-fee estate planning (no hourly billing)
Support for in-state and out-of-state clients
What to Expect
Referral & Coordination
You submit the referral through this portal. Our team contacts the referring agent first to confirm goals, involvement preferences, and next steps before any client meeting.
Client Education Meeting
We meet with the client to explain estate planning options clearly and answer questions. Referring agents are included as requested.
Implementation & Follow-Through
Estate documents are prepared, reviewed, and finalized. We coordinate implementation and keep the referring agent informed throughout the process.
Ready to get started?
Agent Protection Commitment
Goldtree Estate Planning assists solely with estate planning coordination and education for referred clients. We do not solicit, replace, or recommend unrelated financial or insurance products without the referring agent’s knowledge and consent.
Frequently Asked Questions
Will you replace or solicit my client?
No. Goldtree Estate Planning works exclusively as an estate planning resource for referred clients. We do not solicit, replace, or redirect insurance or retirement business. The referring agent remains the primary advisor at all times.
Can I attend the client meeting?
Yes. Referring agents may attend the client meeting, receive a warm handoff, or be included after initial coordination — whichever best fits your preference and relationship with the client.
How is pricing handled?
Pricing is discussed transparently with the client during the initial consultation. Most family trust plans are designed to be straightforward and accessible, with no obligation to proceed.
Copyrights 2026 | Goldtree Estate Planning | Terms & Conditions
Goldtree Estate Planning and its representatives do not provide legal or tax advice. Estate planning education, coordination, and document preparation services are provided in collaboration with licensed attorneys and third-party legal professionals where appropriate. No attorney-client relationship is created through this website or through conversations with Goldtree Financial Group or its representatives.
Information provided is for educational and informational purposes only and should not be considered a substitute for legal advice. Clients are encouraged to consult with a qualified estate planning attorney and tax professional regarding their specific situation.
Availability of services and document options may vary by state.