Protect. Prosper. Pass On.
It all starts with a trust — one that's always funded, always accessible, and never lost in a filing cabinet. Built on a national platform serving American families since 1985, with attorney access whenever you need it.
"Paper trusts get lost. Yours won't."
Three pillars. One plan.
Your assets, secured and accessible the moment they're needed — never lost to a filing cabinet.
Your wealth, properly funded and structured so it actually works the way it was designed to.
Your legacy, delivered to the people you intended — directly, privately, and intact.
Built for families who can't afford a plan that fails when it matters most.
Trust Funded Life replaces the paper trust that gets lost, destroyed, or never properly funded — with a secure, digitally accessible structure built on Integrated Trust Systems' national platform, in place since 1985. Over 25,000 estate plans have been created on the platform, through a national network of roughly 4,000 advisors — every single one attorney supervised.
Every client has 24/7 attorney access, on any device, anywhere in the world — because a crisis doesn't wait for office hours, and neither should your plan.
Our founder served with the U.S. Foreign Commercial Service at the Embassy in Buenos Aires, is a licensed life insurance agent, a licensed real estate broker, and a certified travel advisor — and is a Gold Star Daughter. This work is personal. As she puts it: "It all starts with a trust."
Credentials & access
- Digital trust platform — Integrated Trust Systems, est. 1985
- 24/7 attorney access — Mo Dadkhah
- Special needs, Medicaid & wealth preservation subtrusts available
- Licensed life insurance agent — UniTrust Financial Solutions
- Licensed real estate broker (referral)
- Certified travel advisor — Fora Travel
Three ways we protect what you're building.
Digital trust & estate planning
A funded, accessible trust — not a document in a drawer — with attorney support whenever you need it.
Monthly seminars
In-person estate planning education across Northeast Florida, expanding around major international events.
The travel club
A private club for clients and partners, built around estate education and the events that bring us together.
Start with a free guide.
Is Your House In Order?
A 14-point estate readiness checklist — see exactly where your plan stands in five minutes.
The Modern Family's Guide to Estate Planning
What actually protects your loved ones — probate, funding, incapacity documents, and what's changed in 2026.
Crisis Ready: Before. During. After.
An emergency preparedness binder for American expats, international travelers, and global teams.
Join us on the First Coast.
Monthly estate planning seminars
Free, in-person sessions covering trust funding, probate avoidance, and what happens if you don't have a plan in place.
What families are saying.
Placeholder — real testimonial goes here once collected from a seminar or client.
Placeholder — real testimonial goes here once collected from a seminar or client.
Placeholder — real testimonial goes here once collected from a seminar or client.
Let's make sure your plan is one that actually works.
Reach out for a seminar seat, a private consultation, or a partnership conversation.