Areas of Focus: Life and Legacy Planning
Licensed States: Michigan
Hello, I'm Jarrett. I am a Personal Family Lawyer trained by the nation's best practice model for estate planning. I grew up near Detroit, MI, and am a die-hard fan of all the Detroit sports teams. I currently reside in West Michigan's beach town of Muskegon. Thanks to modern technology, I am able to serve clients throughout the Great Lakes State.
My desire to help people led me to my prior career as a social worker and to my current position as an estate planning attorney. In both careers, I learned the value of developing trust by building close relationships with my clients. Everyone wants to feel at ease with the individual with whom they discuss the personal details of their life. People often describe me as easy-going and say that I'm easy to talk with. I believe these personality traits have guided me to this specific type of law. I am here to patiently listen, learn, and then guide you as you make important decisions for your estate. Those decisions will become legal documents that will speak for you in situations where you can no longer speak for yourself. Your trust will protect your privacy, your money and your loved ones.
Serving as your lifelong personal family lawyer allows your loved ones feel more comfortable coming to me in the event that you are incapacitated or no longer with us. In this role, I believe that my compassion and sensitivity are equally as valuable as my education, experience and legal knowledge. My mission is to provide you and your loved ones with the peace of mind that comes with establishing and maintaining your personalized estate plan.
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.