Growing your family
More people to care for. New wishes to put in writing.
Explore estate planning
Bajis Awawdeh / Protection strategist
A life
well built.Worth protecting.
Estate, insurance, 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.
Bajis Awawdeh
BUILD THE STRUCTURE BEFORE LIFE TESTS IT.Discover the philosophy
01 / The belief
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 plans, 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.
02 / The protection picture
Protection 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.
Trusts & estate planning
Make your wishes clear.
Bring your wishes, beneficiaries, and family responsibilities into one conversation. Explore wills, trusts, guardianship, and how your estate planning is organized.
01 / 04
What we can explore
Wills, trusts & guardianship · Beneficiaries & trust funding · Probate education
Would the people you trust know what you want?
Useful to have in mindYour existing estate documents and a list of beneficiary designations.
Life changed recently?
A 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.
Your plans should keep pace with your life.
Buying 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
The life behind the plan.What it all comes back to
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 Bajis03 / The person behind the plan
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.
Trust Bajis is built on my belief that families deserve clear guidance before a difficult moment makes planning urgent. The work starts with understanding what you want to protect: the people you love, the business you have built, and the independence you want to preserve.
I start by listening. We talk about your responsibilities and goals, review what you already have, and work through the areas that feel unclear. I explain the planning concepts in plain language so you can take part in the decisions with confidence.
That conversation connects estate planning, insurance, risk management, and long-term protection. The aim is to understand what each part is meant to do, where better coordination may be needed, and which step makes sense for your circumstances.
Whether you are raising a family, building a business, or preparing for retirement, you can start where you are. You should leave the conversation knowing what deserves attention and what to ask next.
“No family should be left behind because the right conversations happened too late.”The belief behind Trust Bajis
Client testimonials.
Trust Bajis
04 / Your first step
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
Free workbook · Guided questions · Personal action plan
05 / Where we begin
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.
Start with what matters.
Share the people, commitments, and goals you want your planning to support.
Review what’s in place.
Talk through the documents, policies, and accounts you have, and anything that has changed.
Identify a next step.
Discuss which planning area to focus on and what information would help you move forward.
Before we talk
Bring your questions.
We’ll start there.
A few notes are enough to begin. Use these prompts or the Family Legacy Blueprint to organize your questions and priorities before we talk.
Use the free workbook- 01
What has changed?
Note any changes in your family, home, work, or plans for retirement.
- 02
What is already in place?
List the documents, policies, and accounts you have, along with anything you have not reviewed recently.
- 03
What would you like to understand?
Write down your main concern and what you would like to feel clearer about after the call.
06 / Common questions
Questions first.
Decisions second.
A few things to know before we talk.
When your life changes, or when you are no longer sure what your existing plans cover. Marriage, a child, a home purchase, a business change, or retirement can all be reasons to review what is in place and what needs updating.
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.
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.
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.
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.
The workbook includes a family legacy snapshot, educational guidance and reflection questions across four planning areas, a readiness score, and a personal action plan. Use it to identify areas for review, write down your priorities, and prepare for a conversation with Bajis.
LET’S MAKE IT PERSONAL
Still wondering where to start?
Talk with Bajis about the part of your planning that feels unclear. You can begin with a concern, a recent change, or a goal.
Free consultation · 30 minutes
For the life ahead
Build the structure.
Live the life.
You don’t need to have your plans figured out before reaching out. Start with a conversation about what you’ve built, who depends on you, and what comes next.
Free consultation · 30 minutes with Bajis