You built your legacy.
We ensure it.

Why We Do It

Because we want to help. To make sure that you and your loved ones are taken care of, and cared for.

Because we believe that everything you’ve built deserves to be protected, and handed down to future generations with transparency and trust.

We started this to help our parents - as they struggled to plan for their retirement, and couldn’t find anyone to give them clear guidance or understanding.

What People Are Saying:

  • "Living Tree's process was thorough and based on facts. I moved my 401k with no penalties or taxes. I had no idea it would do this much for me."

    Laurie Payton

  • "I'm so glad I reached out! The concepts Living Tree uses completely changed my perspective. I can retire a lot sooner than I thought."

    Sarah Finley

  • "We feel a lot less worry and stress knowing our retirement plans are based on guarantees!"

    Luke Beumer

  • "Our mother kept her Living Tree binder in a safe. After she passed, it really made things easier on my sister and me"

    Jamie Kokot