Faith-Based Down to Earth Company

Hello, Thank you for visiting us. I'm Tom Markel, married for 41 years to a wonderful, loving wife (Helene) and mother of 4 entrepreneurial grown children. As a family man, serial entrepreneur, business advisor and philanthropist I've experienced my fair share of medical and financial ups and downs. My dad used to say "you are either in Sereno’s drinking the wine or in Fresno smashing the grapes”. 

We've walked the same roads you’re traveling—through seasons of joy and sorrow, unforgettable moments and ones best left behind. We believe that true guidance comes from a higher power—the God who offers joy in every circumstance, connection in friendship, and beauty in the world around us.

Now, for the first time, you can be part of something greater:

A community of family and friends grounded in purpose and faith.

A community of family and friends seeking to protect their assets.

A community that seeks to do good and never harm.

A community with a mission to uplift every life it touches.

We’ve developed a powerful Living Trust software platform that you can access anytime, anywhere in the world. This easy-to-use system guides you through creating your Living Trust and related estate planning documents—on your own and with support from our trained team.

In all 50 states, a licensed attorney will review your documents for accuracy and compliance. Best of all, you’ll save up to 75% compared to the cost of hiring a traditional estate planning law firm.

Feel free to contact us at 855-LIV-PLAN (548-7526) for any reason.