About Us
The Estate Umbrella
Understanding the mechanism of how assets are transferred to loved ones and charities is important so that strategies to safeguard the inheritance and minimize taxes can be explored.
What sense is it to scrutinize over fractions of percentages during life, if the avoidable, massive losses of the estate settlement process are not remedied?
Everyone should know what their unique Estate Umbrella looks like! This diagram provides a clear understanding of tax risks, transfer risks and risks that heirs might incur before they can fully utilize the gift.
From this diagram, families and their advisors can see at-a-glance, how assets will flow to their heirs and which ones will need protective measures to minimize potential losses.
There are solutions for safely transferring to a vulnerable family member or an heir lacking financial competence as well as protection from unexpected situations such as bankruptcy or legal actions.
Our mission is to help families avoid wealth transfer losses, especially those incurred through the probate process. The first step is estate umbrella education. Whether individually, over Zoom, or at one of our workshops, our process has received rave reviews for years! Since the number of retirees is growing, we are expanding our ability to keep up with demand by training financial advisors how to facilitate this education as well.
Our Vision
Our Mission
With a passion to make estate protection accessible & affordable, we offer education, retirement planning, & legal aid, so families can avoid unnecessary court involvement, aligned with the Biblical stewardship of 1 Corinthians 6 by not dragging their families & children with Special Needs through probate court to settle their estates.
Meet Stacy Pearson
CEO, Estate Umbrella
President of Protected Families, Tulsa, Oklahoma
Creator of the nation-wide, Universal Guardian Trust
Stacy has a powerful voice in the estate planning arena. Her passion to help families avoid the needless financial losses of probate and its family-fracturing repercussions has led her to become a leader in the transformation of how trust services are delivered today and is leading the charge in a Probate Avoidance Movement.
More about Stacy . . .
Working at every level of government, local, state and national, including as a returning speaker to the United Nations, Stacy has advocated for those without a voice. Her advocacy work led her to create the Universal Guardian Trust, available in all 50 states. Stacy has traveled the country educating audiences and training financial advisors regarding changes to the trust laws that make it easier than ever for families to avoid probate and its needless pitfalls.
Estate Umbrella is the gold standard for estate protection and education for Special Needs families and retirees. Stacy has assembled a team of specialists who are as passionate as she is about protecting children from Probate Guardianship and seniors from needless taxation and court interference. As a kingdom-driven CEO, Stacy points out that 1 Corinthians 6 is also talking about probate court when it says that we should not drag our brothers (our family) to court to settle a legal matter.
By Appointment Only:
Regent Bank Executive Business Center
7136 S Yale Ave, Suite 217
Tulsa, OK 74136
Contact Us
We would love to talk to you about speaking at your next event or for fundraising opportunities we have for your nonprofit or how we can help your nonprofit to process Legacy Gifts and Charitable Remainder Trusts as well as for any of the other services we provide.
Thanks for subscribing! Please check your email for further instructions.
About Us
The Estate Umbrella
Understanding the mechanism of how assets are transferred to loved ones and charities is important so that strategies to safeguard the inheritance and minimize taxes can be explored.
What sense is it to scrutinize over fractions of percentages during life, if the avoidable, massive losses of the estate settlement process are not remedied?
Everyone should know what their unique Estate Umbrella looks like! This diagram provides a clear understanding of tax risks, transfer risks and risks that heirs might incur before they can fully utilize the gift.
From this diagram, families and their advisors can see at-a-glance, how assets will flow to their heirs and which ones will need protective measures to minimize potential losses.
There are solutions for safely transferring to a vulnerable family member or an heir lacking financial competence as well as protection from unexpected situations such as bankruptcy or legal actions.
Our mission is to help families avoid wealth transfer losses, especially those incurred through the probate process. The first step is estate umbrella education. Whether individually, over Zoom, or at one of our workshops, our process has received rave reviews for years! Since the number of retirees is growing, we are expanding our ability to keep up with demand by training financial advisors how to facilitate this education as well.
Our Vision
Our Mission
With a passion to make estate protection accessible & affordable, we offer education, retirement planning, & legal aid, so families can avoid unnecessary court involvement, aligned with the Biblical stewardship of 1 Corinthians 6 by not dragging their families & children with Special Needs through probate court to settle their estates.
Meet Stacy Pearson
CEO, Estate Umbrella
President of Protected Families, Tulsa, Oklahoma
Creator of the nation-wide, Universal Guardian Trust
Stacy has a powerful voice in the estate planning arena. Her passion to help families avoid the needless financial losses of probate and its family-fracturing repercussions has led her to become a leader in the transformation of how trust services are delivered today and is leading the charge in a Probate Avoidance Movement.
Working at every level of government, local, state and national, including as a returning speaker to the United Nations,
More about Stacy . . .
Stacy has advocated for those without a voice. Her advocacy work led her to create the Universal Guardian Trust, available in all 50 states. Stacy has traveled the country educating audiences and training financial advisors regarding changes to the trust laws that make it easier than ever for families to avoid probate and its needless pitfalls.
Estate Umbrella is the gold standard for estate protection and education for Special Needs families and retirees. Stacy has assembled a team of specialists who are as passionate as she is about protecting children from Probate Guardianship and seniors from needless taxation and court interference. As a kingdom-driven CEO, Stacy points out that 1 Corinthians 6 is also talking about probate court when it says that we should not drag our brothers (our family) to court to settle a legal matter.
By Appointment Only:
Regent Bank Executive Business Center
7136 S Yale Ave, Suite 212
Tulsa, OK 74136
Contact Us
We would love to talk to you about speaking at your next event or for fundraising opportunities we have for your nonprofit or how we can help your nonprofit to process Legacy Gifts and Charitable Remainder Trusts as well as for any of the other services we provide.
Thanks for subscribing! Please check your email for further instructions.