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.”
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.
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.
What has changed?
Note any changes in your family, home, work, or plans for retirement.
What is already in place?
List the documents, policies, and accounts you have, along with anything you have not reviewed recently.
What would you like to understand?
Write down your main concern and what you would like to feel clearer about after the call.
When should I revisit my planning?
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.
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.
What is in the Family Legacy Blueprint?
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.
A little clarity. In your inbox.
Plain-language notes on estate planning, insurance, and the decisions that come with a growing family, a business, or retirement.
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Practical ideas to help you keep your planning in view as life changes.
Use the free workbook