BALAMUTH LAW, P.C.
http://www.lamorindalegal.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
I’m Kelly Balamuth. My estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. I guide my clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. At Balamuth Law, we focus on family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Whether you are married or single, with a traditional family or blended one, just 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 graduated from U.C. Davis School of Law in 1994 and joined my father’s law practice in Orinda the same year, eventually taking over the practice and continuing to serve our local community. I have been named a Super Lawyer every year for over a decade and one of the top 50 women attorneys in Northern California by Super Lawyers for multiple years. Avvo.com has rated me a “superb attorney” with a 10/10 rating. I am a member of the Wealth Counsel, a national organization of trusts and estates attorneys and other legal, tax and business professionals, who design sophisticated planning techniques for individuals and families.
I concentrate on the Trusts and Estates area because I’m passionate about helping families create happy and secure futures. Most importantly, I am the proud mother of Grady, Piper, and Truitt, step-mother of Marley, and grandmother of Charity. My husband, Bryan, and I live on a little farm in Bollinger Canyon. We hold community dear in our hearts and value taking care of each other.
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.