Welcome to The Estate Planning Solution
Get ready for a totally different legal experience. Estate planning shouldn’t be just a single transaction.
The estate plan should be the beginning of a lifetime relationship with a trusted legal advisor.
You may be wondering about the pictures at the top. Estate planning is a loving gift to your family.
Preventing Stress, Frustration and a Family Meltdown by Creating Customized Estate Plans for Seniors
In the beginning, I was trained to be a traditional estate planning attorney. I have always enjoyed meeting with clients, but felt let-down when they walked out the door. I knew I probably would not hear from them again. I wanted to have a more meaningful long-term relationship with my clients, but did not know how. Now I have systems in place to maintain a relationship with all clients. Now individuals and families think of me as the person they can turn to get answers about their estate plan.
Some of the ways I am different include:
I personally draft your customized estate planning documents - not a paralegal. Hourly billing is replaced by flat fees agreed to in advance so there are no surprises. Never a fee for asking questions about estate planning documents I have prepared for you. I have a system for tracking asset ownership so your estate plan will work the way you want for it to when you or your family need it the most. Your calls are answered in 24 hours or less.