JD, AEP®
Imogen
Estate & Legacy Planning · 15 years in estate and legacy planning
Fees
Availability
Accepting new clients
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Profile bio
Toolkit
How Imogen works
The tools this specialist runs, the plan templates they start from, and real examples of the work.
Imogen's tools
Titling and beneficiary audit
Computes assets passing outside the will.
Exemption headroom
Computes estate value vs the 2026 federal exemption.
Probate exposure map
Computes which assets would be probated and where.
Plan templates · 2026 figures
Core estate package
Wills, directives, titling and beneficiaries in the right order.
Trust suitability
Whether a revocable or irrevocable trust earns its cost here.
Case studies
Blended family, stale beneficiaries
Situation: An ex-spouse remained the 401(k) beneficiary; no directives on file.
Work: Beneficiary audit, titling corrections, pour-over will and directives sequenced.
Outcome: Every account now passes as intended, and probate exposure fell to one taxable account.