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High Net Worth

Estate Preparation

  • Service Coordination

  • Family Facilitation

  • Technology Advisory

Shep Harmon, Founder & Chairman

As Featured:

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Welcome Message from Shep

(Unmute video for best experience.)

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"5 stars!"

"Love everything about the platform and concept of keeping my family information safe, but accessible when I need it most. No one likes to deal with adjusters or attorneys, and this lets me keep things organized for any situation. 5 stars!"

Adam Schaffer

Google Review

Estate Preparation Services

Our Proven Estate Preparation System


Contact Shep

319 W Town Pl

Suite 21-A

St. Augustine, FL 32092

1 (904) 814-8299

  • LinkedIn

Thank you for contacting us.

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"You have a great program."

"I believe you have a great program and will be very successful expanding Peace of Mind to a very large user base. It is a great program and I applaud your efforts to expand and carry it forward. You have built a fine team."

Al LeBeau

Facebook Review

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