About Us

Meridians Estate Planning was founded on a simple belief: estate planning works best when it's personal.

After years of helping families and businesses, our founders have seen what matters the most to clients - they were the ones who felt genuinely heard throughout the process and understood why each step matters. That's the experience Meridians Estate Planning is built to provide.

We work with individuals and families at every stage of life - from young parents naming guardians for the first time, to longtime homeowners updating decades-old plans, to families navigating the administration of a loved one's trust. In every case, our approach is the same: listen first, explain clearly, and build a plan that actually fits.

Why Meridians? In Eastern medicine, meridians are invisible pathways where vital life energy (qi) flows through the body. A meridian also marks a fixed point of reference, a line you can navigate by, no matter where you're headed. That's the role we play for our clients: a steady point of guidance through decisions that can otherwise feel overwhelming.