About Us
See What’s Really at Stake—with
The Estate Umbrella™ Blueprint
Your Estate Umbrella™ Blueprint gives you a clear, visual way to understand how your assets will transfer to loved ones and charities—especially when you're no longer here to oversee the process.
You’ve spent a lifetime building your estate, carefully tracking every percentage point of growth. But few people ever talk about the looming losses from probate, taxes, and poor planning—until it’s too late.
Your custom diagram will reveal how your assets flow to your heirs, highlight which ones need protective measures, and show how to reduce risk from legal actions, bankruptcy, or vulnerable beneficiaries. You’ll see where your legacy could be lost—and how to protect it.
We’ve been sharing this message coast to coast for nearly a decade, helping thousands of families and training hundreds of financial professionals on the most effective ways to transfer wealth—without confusion, court, or unnecessary cost.
We start with education that’s clear, relevant, and human. No statistics. No product jargon.
Just simple truths like:
🧾 What’s the difference between a will and a trust?
🧑⚖️How much can probate really cost your heirs?
And we don’t make it dry. We make it enjoyable and empowering—which is exactly why our clients and audiences love us!
This is not your daddy’s trust.
✅ Most plans are completed in just two weeks
✈️ Heading on a trip? We can do it in two days
⚠️ Urgent medical situation? We’ve even completed a plan in two hours
As America’s retirees surge in number, the industry is struggling to keep up—and most financial firms still focus too much on products and too little on what clients are really asking for.
That’s why we’re also training financial advisors to bring this message to their own clients. When you offer education—not just investments—you become indispensable. At Estate Umbrella™, we’ll show you how.
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
FOUNDER, 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:
Estate Umbrella™
Regent Bank Executive Business Center
7136 S Yale Ave, Suite 215
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
See What’s Really at Stake—with The Estate Umbrella™ Blueprint
Your Estate Umbrella™ Blueprint gives you a clear, visual way to understand how your assets will transfer to loved ones and charities—especially when you're no longer here to oversee the process.
You’ve spent a lifetime building your estate, carefully tracking every percentage point of growth. But few people ever talk about the looming losses from probate, taxes, and poor planning—until it’s too late.
Your custom diagram will reveal how your assets flow to your heirs, highlight which ones need protective measures, and show how to reduce risk from legal actions, bankruptcy, or vulnerable beneficiaries. You’ll see where your legacy could be lost—and how to protect it.
We’ve been sharing this message coast to coast for nearly a decade, helping thousands of families and training hundreds of financial professionals on the most effective ways to transfer wealth—without confusion, court, or unnecessary cost.
We start with education that’s clear, relevant, and human. No statistics. No product jargon.
Just simple truths like:
🧾 What’s the difference between a will and a trust?
🧑⚖️How much can probate really cost your heirs?
And we don’t make it dry. We make it enjoyable and empowering—which is exactly why our clients and audiences love us!
This is not your daddy’s trust.
✅ Most plans are completed in just two weeks
✈️ Heading on a trip? We can do it in two days
⚠️ Urgent medical situation? We’ve even completed a plan in two hours
As America’s retirees surge in number, the industry is struggling to keep up—and most financial firms still focus too much on products and too little on what clients are really asking for.
That’s why we’re also training financial advisors to bring this message to their own clients. When you offer education—not just investments—you become indispensable. At Estate Umbrella™, we’ll show you how.
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
FOUNDER, 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:
Estate Umbrella™
Regent Bank Executive Business Center
7136 S Yale Ave, Suite 215
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.
© Estate Umbrella 2023 | All rights reserved.
© Estate Umbrella 2023 | All rights reserved.