Estate Planning & Wealth Protection
Pass On Peace,
Not Probate
Protect your family, wealth, and independence from lawsuits and
government overreach with faith-aligned, legacy-focused
estate strategies.
Private. Confidential. Legacy-focused.
Estate Planning & Wealth Protection
Pass On Peace,
Not Probate
Protect your family, wealth, and independence from lawsuits and government overreach with faith-aligned, legacy-focused estatestrategies.
Private. Confidential. Legacy-focused.
The Challenge
Are You Facing the Same Problem?
Your Wealth Is Exposed
Without proper structuring, your assets remain vulnerable to lawsuits, creditors, and unexpected legal challenges.
Tax strategies are outdated
Traditional approaches often miss cross-border considerations and modern wealth protection tools.
Probate threatens your legacy
The court system can delay, diminish, and publicly expose your family's inheritance for months or years.
Your family isn't prepared
Beyond legal documents, true estate planning means preparing your heirs to steward wealth wisely.
A simple will isn't enough. You need a comprehensive, faith-aligned strategy that protects what
matters most.
The Challenge
Are You Facing the
Same Problem?
Your Wealth Is Exposed
Without proper structuring, your assets remain vulnerable to lawsuits, creditors, and unexpected legal challenges.
Tax strategies are outdated
Traditional approaches often miss cross-border considerations and modern wealth protection tools.
Probate threatens your legacy
The court system can delay, diminish, and publicly expose your family's inheritance for months or years.
Your family isn't prepared
Beyond legal documents, true estate planning means preparing your heirs to steward wealth wisely.
A simple will isn't enough. You need a comprehensive, faith-aligned strategy that protects what matters most.
My Philosophy
You don't need just paperwork
You need a comprehensive, cross-border, faith-aligned estate strategy that honors
your values and protects your legacy.
Faith-Aligned
Strategies built on biblical principles of stewardship, generational blessing, and wise provision.
Legacy-Focused
Beyond wealth transfer—we help you pass on values, wisdom, and a foundation for future generations.
Discreet & Private
Your family's affairs remain private, protected from public scrutiny and unnecessary exposure.
My Philosophy
You don't need just paperwork
You need a comprehensive, cross-border, faith-aligned estate strategy that honors your values and protects your legacy.
Faith-Aligned
Strategies built on biblical principles of stewardship, generational blessing, and wise provision.
Legacy-Focused
Beyond wealth transfer—we help you pass on values, wisdom, and a foundation for future generations.
Discreet & Private
Your family's affairs remain private, protected
from public scrutiny and unnecessary exposure.
"A good person leaves an inheritance for their children's children."
— Proverbs 13:22
"A good person leaves an inheritance for their children's children."
— Proverbs 13:22
The Approach
Here's What You Will Get
A thoughtful, methodical approach to protecting everything you've built.
01
Discovery
We begin with a private conversation to understand your family, values, assets, and vision for the future.
02
Strategy
We design a comprehensive plan tailored to your unique situation, incorporating trust structures, asset protection, and tax optimization.
03
Implementation
Our team executes the strategy with precision, ensuring every document and structure is properly established.
04
Stewardship
Ongoing guidance to adapt your plan as circumstances change and ensure your legacy remains protected.
The Approach
Here's What You
Will Get
A thoughtful, methodical approach to protecting everything you've built.
01
Discovery
We begin with a private conversation to understand your family, values, assets, and vision for the future.
02
Strategy
We design a comprehensive plan tailored to your unique situation, incorporating trust structures, asset protection, and tax optimization.
03
Implementation
Our team executes the strategy with precision, ensuring every document and structure is properly established.
04
Stewardship
Ongoing guidance to adapt your plan as circumstances change and ensure your legacy remains protected.
Your Path Forward
Choose Your Starting Point
Free Resource
Peace, Not Probate Workbook
A guided workbook to help you begin organizing your legacy with clarity and intention. Start your journey today.
Complete Guide
Peace, Not Probate Paid Workbook
The complete paid workbook with step-by-step guidance to protect your family and preserve your legacy for generations.
Personal Guidance
Book Private Call
A confidential consultation to discuss your unique situation and explore the best path forward for your family.
Stay Connected
Join the Newsletter
Receive weekly insights on legacy planning, wealth protection, and faith-based stewardship directly to your inbox.
Free Video
Why Filipino Families Lose Their Wealth
Discover the common mistakes that cause generational wealth to disappear—and how to avoid them for your family.
Your Path Forward
Choose Your
Starting Point
Free Resource
Peace, Not Probate
A free guided workbook to help you begin organizing your legacy with clarity and intention. Start your journey today.
Free Video
Why Filipino Families Lose Their Wealth
Discover the common mistakes that cause generational wealth to disappear—and how to avoid them for your family.
Complete Guide
Peace, Not Probate
The complete paid workbook with step-by-step guidance to protect your family and preserve your legacy for generations.
Personal Guidance
Book Private Call
A confidential consultation to discuss your unique situation and explore the best path forward for your family.
Stay Connected
Join the Newsletter
Receive weekly insights on legacy planning, wealth protection, and faith-based stewardship directly to your inbox.
Your Consultant & Coach
Hi, I'm Jerica David!
With over two decades of experience in estate planning and wealth protection, I've helped families across borders secure their legacies with wisdom and discretion.
My approach is rooted in faith-based principles of stewardship—believing that the wealth we build is meant to bless generations, not be lost to taxes, lawsuits, or poor planning.
I work with a select number of families each year, ensuring each receives the personal attention their legacy deserves.
Your Consultant & Coach
Hi, I'm Jerica David!
With over two decades of experience in estate planning and wealth protection, I've helped families across borders secure their legacies with wisdom and discretion.
My approach is rooted in faith-based principles of stewardship—believing that the wealth we build is meant to bless generations, not be lost to taxes, lawsuits, or poor planning.
I work with a select number of families each year, ensuring each receives the personal attention their legacy deserves.
FAMILIES I'VE SERVED
Words of Trust
"She helped us see estate planning not as a burden, but as a gift to our children. The peace of mind is invaluable."
The Martinez Family
California
"For the first time, I feel confident that my family is truly protected. The process was gentle, thorough, and deeply personal."
The Johnsons
Texas
"Her faith-aligned approach resonated with our values. We finally have a plan that honors both our family and our beliefs."
The Williams Family
Florida
FAMILIES I'VE SERVED
Words of Trust
"She helped us see estate planning not as a burden, but as a gift to our children. The peace of mind is invaluable."
The Martinez Family
California
"For the first time, I feel confident that my family is truly protected. The process was gentle, thorough, and deeply personal."
The Johnsons
Texas
"Her faith-aligned approach resonated with our values. We finally have a plan that honors both our family and our beliefs."
The Williams Family
Florida
Insights & Reflections
From the Journal
Receive weekly insights on legacy planning, wealth protection, and faith-based stewardship directly to your inbox.
Insights & Reflections
From the Journal
Receive weekly insights on legacy planning, wealth protection, and faith-based stewardship directly to your inbox.
Questions
Frequently Asked Questions
Who is this service designed for?
My services are designed for families and individuals who have built meaningful wealth and want to protect it with wisdom and discretion. Whether you're a business owner, professional, or someone who values faith-aligned estate planning, I can help.
How is this different from a traditional estate attorney?
I take a comprehensive, holistic approach that goes beyond legal documents. My strategies incorporate cross-border considerations, asset protection structures, tax optimization, and most importantly—alignment with your values and vision for generational legacy.
What does 'faith-aligned' mean in practice?
It means my approach is rooted in biblical principles of stewardship—the belief that we are caretakers of the resources entrusted to us. I help you structure your legacy to bless future generations, support causes you believe in, and honor your values.
How long does the process take?
Every family's situation is unique. A comprehensive estate strategy typically takes 3-6 months to properly design and implement. I prioritize doing it right over doing it fast.
Is my information kept confidential?
Absolutely. Discretion is foundational to everything I do. Your family's affairs remain private, and I maintain the highest standards of confidentiality throughout our engagement.
Questions
Frequently Asked
Questions
Who is this service designed for?
My services are designed for families and individuals who have built meaningful wealth and want to protect it with wisdom and discretion. Whether you're a business owner, professional, or someone who values faith-aligned estate planning, I can help.
How is this different from a traditional estate attorney?
I take a comprehensive, holistic approach that goes beyond legal documents. My strategies incorporate cross-border considerations, asset protection structures, tax optimization, and most importantly—alignment with your values and vision for generational legacy.
What does 'faith-aligned' mean in practice?
It means my approach is rooted in biblical principles of stewardship—the belief that we are caretakers of the resources entrusted to us. I help you structure your legacy to bless future generations, support causes you believe in, and honor your values.
How long does the process take?
Every family's situation is unique. A comprehensive estate strategy typically takes 3-6 months to properly design and implement. I prioritize doing it right over doing it fast.
Is my information kept confidential?
Absolutely. Discretion is foundational to everything I do. Your family's affairs remain private, and I maintain the highest standards of confidentiality throughout our engagement.
have more questions?
Send a Private Message
Have a personal question about your family's wealth or legacy?
Reach out directly and confidentially
100% Confidential
Your Email Will Never Be Shared
By submitting this form, you can rest assured that your information is protected with the highest standards of confidentiality. We will never share, sell, or disclose your email or personal details to any third party.
have more questions?
Send a Private Message
Have a personal question about your family's wealth or legacy? Reach out directly and confidentially.
100% Confidential
Your Email Will Never Be Shared
By submitting this form, you can rest assured that your information is protected with the highest standards of confidentiality. We will never share, sell, or disclose your email or personal details to any third party.
Begin Your Journey
Ready to Protect What Matters?
Schedule a private, confidential conversation to discuss your family's unique
situation and explore how we can help secure your legacy.
No obligation. Complete confidentiality guaranteed.
Begin Your Journey
Ready to Protect
What Matters?
Schedule a private, confidential conversation to discuss your family's unique situation and explore how we can help secure your legacy.
No obligation. Complete confidentiality guaranteed.
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