Ashley Dotchin’s estate planning practice focuses on helping families and guiding them through the often confusing maze of financial and legal decisions in order to create a plan that ensure the well-being of their family while accomplishing the client’s goals. Whether you are married or single, have a traditional family or a blended one, or are just starting to look back on the life that you have lived, Ashley will help you create a plan that will achieve your goals for your loved ones.
Ashley is the best fit for people who do not just want to leave their family a set of documents that may or may not work, but instead want to use the estate planning process to pass on a legacy of love, care, and ease. She’s the best fit for people who want to keep their family out of court and out of conflict.
On a more personal note, Ashley is the mom of two young children, Aubrey and Rory. What her children bring to this experience, for her, is the awareness that planning is something that you do for the people you love the most. You will not be the one to benefit from the plan she is going to design for you. The people who will benefit are the people you love the most who will be dealing with things after you are gone.
Ashley has chosen to focus on estate planning because she is passionate about helping families create happy, secure futures knowing they’ve left behind a legacy that goes far beyond money.
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.
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.
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.
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.
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.
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.
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