Hey—we understand. Life gets busy, and important papers end up scattered in bags, boxes, drawers, and folders you haven’t opened in years. Some documents are expired, others are missing, and a few you didn’t even know you needed. It happens to so many of us. But here’s the truth: you don’t have to stay overwhelmed. And that’s exactly why The Planted Tree Legacy™ exists.

We believe information readiness is the root of a lasting legacy.

Before the wealth, before the planning, before the big decisions—it all starts with knowing what you have, what you need, and what’s missing. When your information is in order, you gain the power to plan, appoint, direct, update, and build with confidence. We want to help you shift from:

✨ “I think I know where that is…” to
✨ “I know exactly where everything is—and my family will too.”

Because clarity opens the door to strength. And knowing your information is the first step toward protecting the legacy you’re building. Yes—we are an Information Readiness Boutique. But our work goes far beyond offering tools. Readiness is also built through connection, clarity, and care—
and those require a human touch.

Not automated answers.
Not generic, one-size-fits-all guidance.

Technology can support your journey, but it can’t replace the trust, empathy, and lived understanding that come from real human relationship. Every family is different. Every legacy is personal.
Only you know the values, dynamics, and preferences that shape your future—and we are here to honor that with compassion, clarity, and partnership. And remember—readiness becomes real when you take action.

Start with the All-in-One Toolkit.

Then stay supported with our yearly check-ins, where real humans walk with you, guide you, and help ensure your plan stays aligned with your life.

Your legacy deserves intention.
Your family deserves clarity.
And you deserve peace of mind.

Let’s grow it together.