In my practice, I focus on Family Protection, Wealth Preservation, and Value-Based Planning. I’m also experienced with wealth planning strategies for blended families, families with children and single professionals.
At Edris Law, I focus on helping families enhance their lives today and secure their future. I help 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.
I graduated from George Mason University in 1997 and the University of Dayton School of Law in 2000, where I focused my studies on wills, trusts and estate/gift taxation. After graduating from law school, she worked for a financial planning company, The Ayco Company, A Goldman Sachs Company. There I honed my estate planning and financial planning skills and helped many families plan during difficult times.
I enjoy continual learning, reading and traveling.
Finally, and most importantly, I am the proud auntie of two.
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.