Protect What Matters Most
Your Family and Your Peace of Mind
Simple, attorney-reviewed Wills & Trusts that keep loved ones out of court, conflict, and confusion.
Protect Your Family's Future Trusted by 10,000+ Families
Protect Your Family's Future in 3 Simple Steps
83% of families delay estate planning because it feels too complex or time-consuming.
We understand — that’s exactly why we created Peace Planning Family™
Step 1 — Your Peace Planning Review
Every family’s story is unique.
During this private phone or Zoom conversation, we’ll listen carefully, review your goals, and identify any protection gaps.
You’ll leave this first conversation with clarity, confidence, and a clear direction for your plan.
Step 2 — Family Peace Plan Design
Together, we’ll design your personalized Will or Trust strategy.
Our planning specialists craft the documents and our attorney team reviews every detail for accuracy and alignment.
Your plan may include asset protection, health-care directives, and inheritance guidance — everything needed to protect what matters most.
Step 3 — Sign with Confidence — Wherever You Are
Once your plan is ready, we make signing effortless.
Our mobile notary services come to you — at home, at work, or after hours — so you can complete everything securely and without stress.
Enjoy your new Estate Peace Planning Leather Portfolio Binder and stay organized, safe
Take The 2 Minute Will vs Trust Quiz
Free Digital Book: Master The Art Of Generation Wealth
Secure your legacy and empower future generations with our expert guidance
Key Topics to Cover:
Wills and Trusts: Ensure your assets are distributed according to your wishes
Tax Planning : Utilize strategies to reduce estate and income taxes
Retirement and Preservation: Grow your wealth while mitigating risk
Philanthropy and Giving : Create your lasting impact through charitable giving
Succession Planning : Seamlessly transition your business or investments
MEET Your Lead Advisor
Hey, I’m Eric Rodriguez, Founder of Peace Planning™ and FamilyTrustGuard™.
Years ago, my mom had a sudden stroke that changed everything.
Our family wasn’t prepared — no clear plan, no powers of attorney, and no guidance.
In the middle of crisis, we had to make hard decisions we shouldn’t have faced alone.
That moment changed my life.
It showed me how unprepared even good, hardworking families can be — and how important it is to protect what we love before life happens.
Today, I help families across the country create simple, attorney-reviewed estate and financial plans — so they never have to experience what my family went through.
Because peace of mind isn’t just about money or documents — it’s about family, faith, and freedom.
Estate Advisor & Financial Planner with over 20 years of experience
Personal Financial Counselor (PFC) for the U.S. Department of Defense at the 177th Fighter Wing (Air National Guard)
Featured expert in estate and financial protection for everyday Americans
Licensed and trusted advisor serving families nationwide
From Basic Protection to Complete Peace of Mind
FamilyGuard™
Perfect for parents who want simple, affordable peace of mind.
✅ Assisted Will & Guardian Plan
✅ Durable Power of Attorney
✅ Health Care Power of Attorney
✅ Medical Privacy Documents
Start your family’s first layer of protection with clarity and confidence.
TrustGuard™
Ideal for families building wealth and managing multiple assets.
Includes everything in FamilyGuard™, plus:
Professional protection that puts you in control
✅ Assisted Revocable Living Trust
✅ Trust Funding & Asset Review
✅ Mobile Notary at Your Location
✅ Comprehensive Financial Plan
Avoid court, protect your home, and secure your legacy — all in one complete plan.
WealthGuard™
Best for families with complex estates, business ownership, or multi-generation goals.
Includes everything in TrustGuard™, plus:
✅ Private Strategy Session with Lead Attorney
✅ Personalized Estate Protection Plan
✅ Premium Legacy Binder with Digital Access
✅ Advanced Tax & Asset Planning
Strategic, attorney-led protection for lasting family impact.
The Executive Team
Eric Rodriguez
Financial Estate Advisor
Barry Kozak
Lead Estate Attorney
Bajis
Legal Professional
Haydee Paz
Director Of Operations
Client Testimonials
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Local Office / National Outreach
923 Haddonfield Rd STE 300
Cherry Hill, NJ 08054
