Adela Iturregui
ABC ESTATE AND LEGACY PLANNING
http://www.abcestateplanning.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: California, Florida, Georgia
What to expect from Adela Iturregui
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Adela Iturregui
Hi, my name is Adela. First and foremost, I’m a mom to three beautiful kids: Alex, Benny, and Caroline, the ABCs of my life! Second, I am a business owner who wants to help my community protect their lives and legacies the same way I protect mine—under iron-clad law.
Our number one priority as a parent, business owner, or both, is to guard those we love at all times. No one wants to consider that one day we might not be there for our children or our businesses, but to protect them, we must do so. Proper planning for your estate or business succession keeps families out of court and out of conflict during one of the most difficult times of their lives.
As a Boston College Law School graduate, Elder Law College graduate, and Certified Exit Planning Advisor (CEPA), I am well prepared to advise you on the ways to safeguard your loved ones through business and estate planning – aligning your personal, financial, and business goals.
I can walk you through the procedure of protecting your assets in both English and Spanish, as I am a native speaker of both languages.
Protecting families and businesses can be complicated, but I am here to simplify that process for you. I will empower you with the knowledge you need to make the right choices for your situation—no matter what that looks like. Let’s start planning for your future now and secure your legacy today.
Testimonials
At 49, I realize I am late to preparing myself and my loved ones financially for the future. I am so glad I found Adela to assist me in navigating this very confusing and often tedious journey. From the beginning of my initial meeting with Adela I realized that she was exactly the person for the job. She very patiently took me through her process and explained what would happen if I continued to do nothing. She answered all of my questions and asked me many that I hadn’t even thought about. The whole process from our initial meeting to signing the documents and receiving my copies was much faster than I thought it would be. I wish I had done it earlier for my piece of mind and knowing that my children and loved ones are taken care of. Thank you, Adela for making an overwhelming experience into a fast, painless, and comforting one. – Sarah M
Adela has guided and supported me through a very complicated process in building an estate plan. It has taken a great burden off of me. There were some very unusual circumstances that required an extra effort on Adela’s part. She went out of her way to make deadlines and complete the project on time. Thanks Adela. – Bernard D.
Adela is the consummate professional and is super knowledgeable and thinks outside the box. She is approachable and responsive- not your typical attorney. – Jamie P.
I have not used her services, but I saw her do a presentation where she was sharing so many gems that are necessary to think about. What will your family do with your possessions if you die? Will they be able to grieve in peace, or will they have fight in probate court for years? Adela is definitely the one that you want on your side if you plan to secure your legacy. – S. Lin W.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Adela Iturregui
Complete the form below to reach out and schedule your 15-minute discovery call.