Kerri Koen
MODERN LEGACY LAW GROUP
www.modernlegacylawgroup.com
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Massachusetts
What to expect from Kerri Koen
- 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 Kerri Koen
Hi. I'm Kerri Koen. As a Personal Family Lawyer, I'm here to help families in Greater Boston navigate the maze of legal and financial decisions that make up estate planning in Massachusetts.
I focus my practice on supporting families with minor children and on establishing solid legal foundations and succession planning for women-owned businesses. As a stepmom and wife of a firefighter, I’m also here to help blended families and first-responder families navigate the complex circumstances that they often face. Before I was in private practice, I served in both counsel and business strategy roles in financial services at a highly regarded Boston-based private equity firm and an esteemed global financial institution.
Whether you are single, married, or divorced, my goal is always to help you design a plan that achieves your goals for your loved ones today and for years to come.
I graduated from Stetson University College of Law in 2009 and received several recognitions of excellence in advocacy. I truly enjoy educating my community on topics of guardianship, asset protection, and business succession planning. I am an active member of Boston Business Women and the Massachusetts Bar Association.
Most importantly, I am the proud mother of Henry and Brynn, stepmother of Nicholas and Emma, and wife of Todd.
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.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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