Julie Levinsohn
GENERATION LEGACY PLANNING, LLC
www.generationlegacyplanning.com
Areas of Focus: Life and Legacy Planning, Holistic Elder Care Planning, LIFTed Business Advising
Licensed States: New Jersey
What to expect from Julie Levinsohn
- A 15-minute Prep Call with our Intake Team to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Julie Levinsohn
I’m Julie Levinsohn, founder of Generation Legacy Planning, LLC, a heart-centered law firm dedicated to helping clients design estate plans that voice their values and reflect their vision.
We believe estate planning goes beyond simply generating documents and passing down money—it's about passing down love, values, and dreams. Our relational approach focuses on building long-term client relationships, not just one-time transactions, and we provide real, compassionate, and clear guidance so clients make informed decisions now that achieve the best outcomes for their loved ones later.
What sets us apart is how we listen closely to client needs, educate clients about available estate planning tools, guide them in making informed decisions, and provide ongoing support as their life and circumstances may change. We help clients create comprehensive estate plans that protect assets and legacies and also include incapacity planning to protect the people they love most in the event they cannot.
These are sensitive issues that require a sensitive listener and a supportive legal approach, which is our commitment to you. I look forward to supporting you in establishing a plan that feels right for you and your family, and helping you find the peace of mind that comes with knowing your loved ones are fully protected, no matter what.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
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.
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How we plan.
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.
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What we protect.
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.
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What you see.
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.
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How we deliver.
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.
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How our plans work.
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.