WINKELMAN LAW FIRM
https://winkelmanlawfirm.com/
Areas of Focus: Estate Administration, Life and Legacy Planning, Kids Protection Planning
Licensed States: Washington
As a seasoned attorney with over 20 years of experience, I have dedicated my career to helping families avoid the heartbreak and uncertainty that often follow incomplete or cookie-cutter estate plans. Early in my practice, I provided estate planning and business succession services alongside litigation. However, it was through my work as a litigator—handling probate disputes and witnessing firsthand the consequences of inadequate planning—that I became deeply motivated to transform my approach.
When I founded my own firm in 2022, I resolved to do more than just create documents; I set out to help families preserve their values, stories, and legacies for generations. My inspiration came from a personal source: my grandmother. She instilled in me the importance of legacy through her thoughtful letters and notes, including a poem titled "Myself" by Edgar Guest, which I carried in my wallet for 20 years. These mementos taught me life lessons that I continue to pass down to my daughters and share with my clients.
Today, my practice is focused on creating comprehensive estate plans that not only safeguard assets but also capture the essence of what makes each family unique. I utilize tools like Legacy Interviews to record my clients’ life lessons, values, and personal stories, turning them into digital assets that can be shared for generations.
My mission is simple: to ensure every family I work with has the opportunity to leave a lasting, meaningful legacy—just as my grandmother did for me.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.