Stacy has a powerful voice in the estate planning arena. She has traveled the U.S. educating audiences and training financial advisors about how updates to the trust laws, and the use of technology, make it easier than ever for individuals to get their affairs in order and transfer their wealth without dragging their families through probate.

Stacy has advocated at every level of government for those without a voice, including speaking at the United Nations on more than one occasion. Her passion to help families avoid the financial losses of probate and its family-fracturing repercussions has led her to become a leader in the transformation of how trust services are made available today.

Stacy is the President of Estate Umbrella, based in Oklahoma, conducting business nation-wide, providing retirement education services with a team of financial and legal specialists. She is also the creator of the Universal Guardian Trust, available in all 50 states, for families raising children with challenges, disabilities and Special Needs. She provides educational support for estate protection education.