CLEVERLY LAW
http://www.cleverly-law.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Texas
Hello! I’m Jeremy Cleverly. In my practice, I focus on Family Asset Protection, Wealth Preservation and Value-Based Planning with an emphasis on ensuring minor children are properly cared for and protected.
Whether you are married or single, a traditional family or a blended one, starting out or looking back on a life well-lived, I will help you to craft a plan that achieves your goals for your loved ones today and for years to come.
I primarily focus my estate planning practice in the areas of Parker and Tarrant counties and truly enjoy educating my community on the need for modern-day estate planning and, unfortunately, what the consequences are to your family if it is not done properly.
In addition to my law practice I have also owned, built, sold and purchased numerous businesses. Drawing on my experience in business, I also assist business owners across the United States in making wise legal, insurance, financial and tax decisions along with representing them in the sale of their businesses.
Finally, and most importantly; I am a proud father of a sweet and loving eight-year-old girl and husband to my best friend and wife of fifteen-years.
I spoke with Jeremy initially and he offered is straight forward expert advice. He was very prompt and professional from the get go. I definitely will use him again for any future needs and encourage others to take advantage of his services. – Raymond D.
Jeremy has helped me in many unique situations. I am a former small business owner, and Jeremy has advised me throughout my career. He has helped me with everything from property and contract disputes to writing and reviewing and negotiation contracts for me. He is always professional and insightful and sees things don’t always occur to me. – Brad S.
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.