Who We Are

We understand that personal autonomy and independence are primary elements to a life that is lived gracefully, organized and without unnecessary burdens and surprises.

However, in order to live such a life, all of the elements of your support system must be carefully woven together. Your Life Advocates was established in order to build that support system. We have assembled a team of professionals who are there to help our customers implement an organized and cohesive plan, keep it organized and help them resolve problem areas so that they can stay in control of their lives.

We are a team of professionals with experience in tax, legal, accounting, finances, health care and trust. Your Life Advocates wants to not only assure that its customers maintain a good quality of life today, but also ensure that their needs will be taken care of tomorrow. We want to help individuals who want to take a proactive and holistic approach to maintaining their independence by taking care of the worries of life. By taking care of your little worries, you have more time to enjoy life.

Why:

The founders of Your Life Advocates have worked more than 65 years as attorneys in estate and trust planning field. They have seen the results of good planning, bad planning and no planning. But most importantly, they have found that many of their clients have lots of individual advisors but not a coordinated plan. Most attorneys, accountants, investment advisers, bankers and trust officers are very good at their service area but seldom regularly and routinely coordinate their efforts with other professional advisors. Further, once you also add medical needs and healthcare affairs to the mix, their clients’ affairs become even more complicated. As their affairs become more complicated, their clients have nowhere to go to deal with their little problems and no one to talk to with their concerns.

How:

Your Life Advocates offers an independent, interdisciplinary group of advisors to our customers. We meet with our customers every month. We diligently gain an understanding of their financial, tax, legal, banking and medical affairs. Once their affairs are organized, we endeavor to keep them organized, assist them when little problems develop and help them with any transitions in their life. Further, by having monthly visits, we are able to observe firsthand, that daily issues are properly addressed for our customers.