Harrisburg, PA - Nov 24, 2025 - JL Smith Associates, a respected industry leader with more than 40 years of experience in estate planning, proudly announces the transformation of its estate organization division into a new, independent company: Omega Planners. This strategic move responds to the rapidly growing demand for comprehensive estate organization services nationwide.

For decades, JL Smith Associates has helped families protect their legacies through thoughtful, strategic estate planning. As clients’ needs expanded beyond traditional plan creation, the company recognized a significant gap in the marketplace: most individuals and families lacked an organized, easy-to-follow system for managing and maintaining their estate plans. To meet this need, the firm evolved its internal estate organization division into a standalone business designed specifically to bridge that gap.

Omega Planners is the result of that evolution—a highly specialized company bringing together an executive team with decades of expertise in technology, design, and estate planning. This powerful combination allows Omega Planners to deliver a modern, innovative, and highly personalized estate organization experience that helps consumers better understand, manage, and maintain their estate plans.

“Omega Planners represents the next generation of estate organization,” said the company’s leadership team. “Families today need more than documents—they need clarity, coordination, and a structure they can follow confidently. By integrating digital tools, thoughtful design, and proven estate planning systems, we have created a service model that finally streamlines the process for consumers.”

Omega Planners provides a comprehensive suite of estate organization services, including personalized intake, guided discovery, customized estate binders, in-home implementation assistance, and a proprietary verification process ensuring every detail is accurate, up-to-date, and fully aligned with the client’s intentions. The company’s technology-driven approach eliminates confusion, reduces the risk of costly mistakes, and ensures that families are prepared when it matters most.

This new independent company reflects JL Smith Associates’ long-standing commitment to innovation, client education, and exceptional service. By separating Omega Planners into its own entity, the organization is positioned to expand its reach, deepen its specialization, and serve a broader audience seeking structure and peace of mind in the estate planning process.

For more information about Omega Planners and its services, visit OmegaPlanners.net or contact the media representative listed below.

Media Contact

Company Name:
Omega Planners

Contact Person:
Public Relations

Email:

Phone:
800-858-9528

Country:
United States

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