20 WEST LEGAL
http://www.20westlegal.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Massachusetts
I was born a planner. The entirety of my family calls me “Lord Business” because I am, and have always been, emphatic about organization and planning. This is why I LOVE what I do.
I understand that most folks do not like to talk about their death, let alone pay for it. But Estate Planning doesn’t have to be that way. We certainly don’t make it that way at 20West Legal. Instead, we shift conversations with clients to focus on a plan, an organized plan, which allows someone else to step into your shoes and carry on with everything you have, loved, and created in a way that you would want. It’s as simple as that! Because think about it, what would ACTUALLY happen to all of those things and all of those people if something happened to you?
Born into a family of attorneys, I followed suit when I graduated from law school in 2006. I love the law, and all its components, but chose Estate Planning due to my nature as a categorical systemizer. When I am not planning for clients, I am planning for my family. I have two very active kids who are the loves of my life, along with my seriously amazing husband and our family pup! I have run several marathons, love to travel, but my heart really is at home with my kids and my family.
We’d love to meet with you and hear all about your family and how we can help you to protect them! I promise we are not your typical law firm.
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.