Guardian Estate Company
The smartest way to choose an executor.
Who We Are
We are an independent estate consulting firm, dedicated to helping clients protect their families and their legacies.
What We Do
A word from our clients:
“In the very complex world of estate planning, we are so fortunate to have Jenna with Guardian Estate Company on our client’s side, and ready to help. We have had the pleasure of working with Jenna even prior to her founding her independent estate planning company. From the very beginning, Jenna has proven herself to be one of the most knowledgeable subject matter experts who is truly dedicated to helping clients with the utmost care and compassion. Estate planning is typically a challenging and nuanced art, and Jenna helps to explore all options without over complicating matters and getting down to the core of what needs to be explored. Her reliability and follow up is exceptional, and we never doubt that she has the best interests of our clients at heart.”
“I’ve had the pleasure of knowing and working with Jenna for several years. Jenna is a true expert in her field. Despite her breadth of experience, Jenna always takes the time to understand and respond to her clients’ needs. When something wasn’t clear, Jenna usually had the answer – and if she didn’t know, she’d always get back to me with the information we needed. Jenna’s persistence and diligence in following up ultimately allowed us to update our estate plan to better meet our family’s needs. Jenna’s expertise, attentiveness to her clients’ needs, and obvious passion for her work make her the perfect choice for all of your estate planning needs and trust solutions.”
“Guardian Estate Company provides impartial, diligent and comprehensive options for trustees during litigation. I appreciate that when Guardian Estate Company is engaged, legal counsel can ensure they have no contact with potential trustees prior to their appointment, which ensures impartiality is observed. Guardian Estate Company prepares a comparison of the fees and the scope of representation offered by each trust company that can be easily presented to the court for review.”
“I have referred a number of clients to Guardian Estate Company during the estate planning process to gather information and consider options for appointing a professional trustee for their estate. All of my clients have reported back that they really appreciated how much value they received from meeting with Jenna and understanding how a professional trustee can be a part of their estate plan. When clients have decided to appoint a professional trustee, the information prepared by Jenna has streamlined the completion of the estate planning process.”
Over the years, Evolved Wealth Advisors has had the pleasure of working closely with Jenna and Guardian Estate Company. The partnership we’ve built has been invaluable, and it has become a source of great benefit for our clients as they age and as estate planning becomes more and more important to them.
Jenna has consistently demonstrated expertise, professionalism, and dedication in the field of estate planning. She has proven to be an incredible resource for our clients, providing clear, insightful guidance on complex estate matters. Whether in one-on-one consultations or during our client webinars, Jenna has always been quick to offer her knowledge, answering client questions with clarity and care.
We are proud to partner with Jenna and Guardian Estate Company, knowing that they share our commitment to delivering exceptional service. When our clients need expert estate services or guidance, we trust them to be in good hands with Jenna and her team.
We highly recommend Guardian Estate Company for anyone in need of estate services. Their professionalism, expertise, and dedication to clients make them a standout in the field.
Faced with the complex task of setting up a trust for a family member with special needs in another country, we were very grateful to find Jenna.
The solution to what we were looking for required a multi layered approach, involving consultations with legal, financial investment and suitable trust companies. We found this to be an emotionally challenging situation.
Jenna integrated with all the various parties seamlessly, supported us with knowledge and advice, and was always available to answer our questions.
Thanks to Jenna’s professional and supportive assistance we were able to select an appropriate trust company.
We will be eternally grateful for her kind and professional support and can without hesitation recommend Jenna.