Most families are one unexpected event away from confusion, conflict, and loss. The right plan changes everything — for the people you love most.
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A practical, heartfelt guide your family can follow when it matters most — covering your important contacts, documents, accounts, final wishes, and a personal message from you. Simple to complete. Priceless to leave behind.
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Through Ken's streamlined intake process and relationships with licensed estate planning attorneys, clients can access a professionally prepared revocable living trust at roughly one-third of typical attorney rates — without sacrificing quality or care.
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About Ken
Ken O'Leary has spent more than 25 years helping his clients think clearly about the things that matter most — what they'll leave behind, how they'll be remembered, and whether the people they love will be protected.
His work spans financial planning, investments, estate coordination, and life insurance — brought together under one guiding conviction: that finishing well is not an accident. It's a plan. If you want a reliable fiduciary who will always put your interests first, Ken would love to go to work for you.
Financial planning services provided through SurePath Financial Services LLC, an independent registered investment advisor.