Protect Your Family with a Simple, Attorney-Backed Trust
A calm, guided way to protect your children, your home, and your future — without court, confusion, or overwhelming legal meetings.
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 — Discover Your Gaps
Every family’s story is unique.
In this private phone or Zoom call, we’ll listen to your goals and identify protection gaps.
You’ll leave with clarity and direction.
Step 2 — Design Your Plan
Together, we’ll build your personalized Will or Trust strategy.
Our team crafts the documents and an attorney reviews every detail.
Step 3 — Sign with Ease
Every family’s story is unique. In this private phone or Zoom call, we’ll listen to your goals and identify protection gaps.
You’ll leave with clarity and direction.
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 Advisors
A Family Helping Your Family Plan for Peace
Hey, we’re Eric and Haydee Rodriguez — a husband-and-wife team and Co-Founders of Peace Planning™ and FamilyTrustGuard™.
Our mission began after Eric’s mom suffered a sudden stroke in 2000. Our family wasn’t prepared — no powers of attorney, no plan, and no guidance during a crisis that changed everything.
That experience showed us how important it is for families to protect what they love before life happens.
Today, we help families create simple, attorney-reviewed estate and financial plans so they can feel secure, supported, and confident about the future.
Accredited Financial Counselor® (AFC®), helping service members and military families make smart money choices and feel confident about their financial future.
Licensed and trusted advisor serving families nationwide
Estate Advisor & Financial Planner with over 20 years of experience
Eric Rodriguez ,AFC®
Founder & Lead Advisor
With over 20 years helping families,
Eric brings patience and clarity to every conversation.
Haydee Rodriguez
Director Client Relations
Haydee ensures every family feels heard, supported,
and confident throughout the process.
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
