The company was formally launched on April 15, 1993. The original founder, Mike Janko, is President and Executive Director.
Associates are either attorneys, CPAs or financial planners with securities licensing.
The organization provides significant education, support and materials to the Associates. This support gives Associates a great range of information and tools to help clients with estate planning. Document creation is often supplemented by attorney phone contact with the client. The completed document package is shipped to the Associate who, with assistance of appropriate legal professionals, leads the client through execution and funding of the program. Highly specialized attorneys work directly on each client s estate planning.