About Omega Planners
Experience. Organization. Peace of Mind.
At Omega Planners, we believe estate planning should be more than a legal transaction — it should be a life-organizing experience that brings clarity, confidence, and lasting peace of mind. Our mission is to simplify the estate planning process by focusing on what truly matters: helping families stay organized, keeping professionals coordinated, and ensuring every plan is executed and verified to perfection.
For over 40 years, our executive team has been helping clients design, implement, and maintain estate plans that actually work — plans that protect families, reduce confusion, and bring order to life’s most important transitions. Since 1983, we’ve proudly helped thousands of clients preserve their legacies and ensure that their loved ones are never left struggling to make sense of their affairs.
Who We Are
Omega Planners was founded on the belief that successful estate planning is not just about having the right documents — it’s about having a system that connects every detail. Our team brings together decades of experience in estate planning coordination, financial services, insurance, and family transition planning.
We work directly with clients, attorneys, financial advisors, and other professionals to build estate plans that are complete, clear, and fully functional. Through our proven Omega Belief System — built on Organization, Coordination, Execution, Verification, and Continuation — we ensure that every estate plan is designed, implemented, and maintained to the highest standard.
Our process helps eliminate the most common pitfalls of estate planning: unorganized documents, unfunded trusts, unclear instructions, and poor communication among professionals. Omega Planners bridges those gaps by uniting every moving part into one cohesive plan that works seamlessly when it matters most.
Our Reach
Omega Planners proudly serves clients across Pennsylvania, Maryland, New Jersey, and Ohio, providing personal, detail-oriented estate planning coordination that reflects the values of integrity, precision, and compassion.
Whether we’re helping a family organize their estate binder for the first time or conducting a full review through our Continuation Process, our team’s focus remains the same — to simplify, organize, and protect.
Our Legacy of Service
With over four decades of dedication and experience, Omega Planners has built a reputation for excellence, accuracy, and care. Our team’s longevity in the industry is matched only by our passion for helping families find peace in preparation.
Since 1983, Omega Planners has helped thousands of individuals and families organize their financial lives, align their estate documents, and prepare their heirs for the future. We continue to grow through referrals and long-term relationships, a testament to the trust our clients place in us.
Our Promise
When you work with Omega Planners, you gain more than an estate planning coordinator — you gain a partner dedicated to ensuring that every detail of your legacy is organized, complete, and ready when your family needs it most.
At Omega Planners, we don’t just help people plan — we help them prepare.
