Kathleen O'Sullivan-Fortin
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Massachusetts
What to expect from Kathleen O'Sullivan-Fortin
- A 15 - minute introductory call 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 Kathleen O'Sullivan-Fortin
Hello! I’m Kathleen O’Sullivan-Fortin, founder of Fortin Legacy Law, PLLC and a proud Personal Family Lawyer®. I chose this path because I’m passionate about helping families avoid the unnecessary stress and conflict that can arise during times of loss or incapacity.
At Fortin Legacy Law, my practice is centered around Estate Planning, Asset Protection, and Kids Protection Planning—ensuring that your minor children are always cared for by the right people and that your values are carried forward. I also have experience working with Special Needs families, addressing the unique considerations they face in planning for the future.
I believe in building real relationships with my clients—getting to know you and your family, so I can be a trusted advisor not just for today, but for the years ahead. My goal is to provide you with peace of mind, knowing that your loved ones and your legacy are protected.
To ensure the highest level of service, I continuously pursue advanced legal education and stay current on developments in estate planning law. I bring to my work a strong foundation: a B.A. from the College of the Holy Cross (Class of 1996), a J.D. from the University of Pennsylvania Law School (Class of 2001), and a diverse career that includes big firm practice, consulting, founding a rare disease nonprofit, and advocating for patients at the FDA.
What ties it all together is my deep commitment to serving others. Life’s most difficult moments can also be its most vulnerable. I’m here to help you prepare so that, when the time comes, your family has the guidance, support, and protection they need.
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.
Contact Kathleen O'Sullivan-Fortin
Complete the form below to reach out and schedule your 15-minute discovery call.