Insurance Services

Name: VESTED PARTNERS A MULTI-FAMILY OFFICE
Price range: $$

independent and experienced

"I don't want to tell you how much insurance I have with the Prudential, but all I can say is: when I go, they go too."

—Jack Benny

For legal services, we focus our attention on estate and elder law matters. The best plan is to have a plan, anticipating possible problems that might come up. We help you focus your attention on critical issues such as the following:

When we talk about investing, family and locally owned Vested Partners A Multi-Family Office spends a great deal of time discussing risk:

Market risk
Systemic risk
Interest rate risk
Reinvestment risk

Our goal when building a portfolio is to seek opportunities for growing assets while managing all of these risks in some way. This is an easy conversation to have.

The harder conversation is the one having to do with the other risks a family faces. Risk of an unexpected death. Risk of a loss of income. Risk of incurring massive costs associated with long term care services.

It’s our job to bring up this difficult topic, to analyze and quantify these risks, and to propose reasonable, efficient solutions for managing them. While Jack Benny may have been “insurance poor,” we want to make sure that our clients are sufficiently — but not excessively — covered.

We approach insurance planning just as we do legal or investment planning —independently and with a strong sense of responsibility. We want to make certain that you understand both the risk we are addressing and the ways in which we are addressing it.

Our Insurance Services

Policy Review

Needs Analysis

Coverage Options

Amy Meacham

May 5, 2026.

Very professional and knowledgeable.

Hunter Wimmer

March 27, 2026.

[Financial folks have commented on how comprehensive and succinct my mom's estate package was. Her estate was settled in less than 4 months after her death] ... Robyn and her crew made this process incredibly easy. The documentation they drew up (will, trust, POA, and AMD) was very easy to understand as a layperson and very easy to execute — especially the will part (tip: have one person be the executor and trustee – and have them handle all of the personal effects/cars/jewelry. Robyn will explain). They were also available "after the sale" to help me through the process of settling the estate with very actionable and practical advice that saved me heartache and headache. They have a no-nonsense and very "real" way of constructing language that is clear and purposeful without the bloviated lawyer tone. On the flip side, my father in Florida paid half as much but I've had to pay other lawyers 20X as much to sort through the mess he left... and they can turn 12 words into 250 and charge you double for each vowel. Do it right the first time, because you don't get a do-over with this stuff. If you're looking for a comprehensive, simple, supportive estate-package, Robyn is the person to turn to. If you hate your kids and want to inflict pain after your death, prompting your kids to burn photos of you, I've got a guy in Vero Beach, FL you can call (rhymes with "dawn").

Ann Hawley

February 19, 2026.

Having been unaccustomed to working with attorneys, I was a little apprehensive on my first meeting with Robyn Smith Ellis and her staff. They all made me very comfortable and at ease. Robyn was quick to understand the reason for my visit, and did some research we both could see on her big screen. She would need to obtain some information from the Courts before we meet again. I also needed to set up my will, POA and other estate papers. These were ready to peruse, make any necessary updates and sign at my next visit, along with the main reason for my initial visit. I would recommend Robyn Smith Ellis and her competent team for any need you may have, Elder law, family or business.

Jeff Martin

February 6, 2026.

I am very thankful to Vested Partners for helping me process my will. They were very kind and easy to work with! I would recommend them to anyone.

Cris Flippen

October 17, 2025.

My husband and I are very pleased with the services received from Robin Ellis and Vested Partners. Everything was very clear and all of our questions were answered in a personal and professional manner. We have a peace of mind that our adult children and grandchildren will have minimal issues settling our estate after our departures.

LISA K. Taylor

August 29, 2025.

Robyn and her team at Vested Partners did an excellent job for us. We enjoyed working with them and would highly recommend her.

Melissa Howell

April 17, 2025.

Robyn has been incredibly helpful in helping me deal with my wife’s estate. She helped me figure out whether or not to sue the hospital, and provided essential information that not only eased my anxiety, but helped me financially. I am very grateful to her and her firm. M. Howell

Terri Hancock

April 1, 2025.

Robyn Ellis is a nice person to work with.She was very informative and she answered all of our questions and took time with us to do that. I definitely would recommend her.

Sue Seaman

February 20, 2025.

Vested Partners was recommended to us by our daughter, We had no idea how to begin planning for our future, Robyn provided expert advice to help us decide what was best for our family. She and her staff were professional and worked to put our plan together in a timely manner and at a reasonable cost. Thank you for your support! The Seaman's

Insurance Services

independent and experienced

Our Insurance Services

Policy Review

Needs Analysis

Coverage Options

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