A life well built is worth protecting.
Trusts, insurance, asset protection, and legacy planning for families and business owners who want to protect what they’ve built—and the people who depend on it.
A free, 30-minute conversation about what matters to you. Serving families nationwide.
Your life is connected. Your protection should be, too.
Your home, income, business, and family plans affect one another. Yet the decisions around them are often made at different times, with different people.
Bajis brings those conversations together. Looking at your estate plan, coverage, and long-term priorities side by side helps you see what is in place, where the gaps may be, and what to address first.
Trusts & estate planning
Make your wishes clear.
Bring your wishes, beneficiaries, and family responsibilities into one conversation. Explore which trust works best for you and your family, and structure them to maximize the benefits and advantages for your family.
What we can explore
- Trusts, guardianship & preserving assets
- Beneficiaries & trust funding
- Probate education
Would the people you trust know what you want?
Talk about estate planning
Life insurance & annuities
Protect the life your income supports.
Look at the coverage you have, the income your household relies on, and the commitments that would still need to be met. Explore life insurance and annuity options in the context of your wider plan.
What we can explore
- Term & workplace coverage
- Mortgage & family commitments
- Annuities & retirement goals
Does your coverage reflect the life you have today?
Talk about life insurance
Risk management
Protect what you’ve worked to build.
Your home, business, and personal assets create different responsibilities. Review existing coverage, liability concerns, and potential gaps as part of one connected protection strategy.
What we can explore
- Home, auto & umbrella insurance
- Business & liability exposure
- Coverage coordination
When was the last time you had a conversation about risk and exposure?
Talk about risk management
Legacy & long-term planning
Give your legacy a clear direction.
Consider the retirement you want, the people you want to support, and the purpose you want your wealth to serve. Bring those priorities into the conversation around your assets, insurance, and estate plan.
What we can explore
- Retirement readiness
- Estate & insurance alignment
- Next-generation priorities
- Generational wealth
What do you want your next chapter to make possible?
Talk about legacy planningProtection for every part of your life.
From your family’s immediate needs to the legacy you want to leave, explore four planning areas that work better together.
Make your wishes clear.
Would the people you trust know what you want?
Explore estate planning
Protect the life your income supports.
Does your coverage reflect the life you have today?
Explore life insurance
Protect what you’ve worked to build.
When was the last time you had a conversation about risk and exposure?
Explore risk management
Give your legacy a clear direction.
What do you want your next chapter to make possible?
Explore legacy planningYou don’t need to choose a planning area before booking. The free consultation helps you find a starting point.
Book a free consultationA new chapter. A fresh look.
A new responsibility is a reason to take a fresh look at your planning. Start with the change that brought you here.
Growing your family
More people to care for. New wishes to put in writing.
Explore estate planningBuying a home
A mortgage to plan around and a household to protect.
Explore life insuranceBuilding a business
More value at stake. New responsibilities to consider.
Explore risk managementLooking toward retirement
A changing income picture. A future to shape.
Explore legacy planning
Your plans should keep pace with your life.
For the people who call you home.
The ordinary days are what make a life: time at home, familiar routines, and plans made together. Your planning should reflect the people behind every decision.
Meet Bajis
Meet Bajis Awawdeh.
A personal guide to protecting your family, your business, and the years ahead.
Your life is more than a collection of documents and accounts. I help you see how the planning around it fits together.
“No family should be left behind because the right conversations happened too late.”
Your first 30 minutes.
A focused conversation to understand where you are and what deserves attention first. Here’s how we’ll use the time.
- 01
Start with what matters.
Share the people, commitments, and goals you want your planning to support.
- 02
Review what’s in place.
Talk through the documents, policies, and accounts you have, and anything that has changed.
- 03
Identify a next step.
Discuss which planning area to focus on and what information would help you move forward.
I have a will and life insurance. Where do I start?
Start by looking at how they fit together. Do your documents and policies reflect your current wishes, responsibilities, and goals? Bring a general overview so Bajis can help you identify what to review and where better coordination may be needed.
Is this only for wealthy families?
No. Families, homeowners, and business owners can all have planning responsibilities worth taking seriously. The starting point is what you want to protect and who depends on you. You do not need a large estate to begin the conversation.
Do I need to choose a service before booking?
No. The free consultation is designed to help you find a starting point. Tell Bajis what prompted you to reach out, and discuss which planning area fits your priorities.
What should I bring to the consultation?
A few notes about your family, assets, existing documents, and coverage are enough to start. The Family Legacy Blueprint can help you organize your questions and priorities. You do not need every document ready before booking.
Know where your family stands. Plan your next step.
The Family Legacy Blueprint helps you understand where your family stands across estate planning, family protection, risk management, and long-term legacy planning. Take stock of what’s in place, reflect on the areas that need attention, and turn your priorities into a written action plan.
- Create a snapshot of your family, assets, and current plans
- Explore four planning areas with guided questions and a readiness score
- Set your top priorities and map out your next steps
Your workbook is on its way. Check your inbox in the next few minutes.
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