“Jennifer’s depth of legal expertise and proactive approach is highly valuable. She guided us through the tough decisions that need to be made with genuine warmth and tremendous knowledge.” “Jenny is very knowledgeable and easy to work with. You can trust her to take care of you and your family’s legal needs.” “My husband and I worked with Jennifer Spalding to develop an estate plan in late 2022. We were extremely pleased with the experience. Jenny did a wonderful job putting the trusts together, answered all of our questions in a timely manner, and checked in with us regularly to see if we had any concerns/additional questions. We would highly recommend her 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 initial consultation.