Kristen Wong

SEASONS ESTATE PLANNING, APC
http://www.seasonsestateplanning.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Kristen Wong

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy 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 Kristen Wong

So many of us have the best intentions, but…Life Happens! Procrastination is the #1 reason why estate plans fail. I help my clients make that important shift from INTENDING to document their wishes to experiencing that SATISFYING SENSE OF ACCOMPLISHMENT that comes from completing a plan that will work when your loved ones need it the most.

After graduating from UC Berkeley and earning my law degree and M.B.A. from Loyola Marymount University, I knew one thing: I didn’t want to be a lawyer! So after passing the bar, I went into the corporate world. Everything changed, though, when my younger sister passed away, leaving behind two young kids. I watched her meet with an attorney in her living room to sign an “eleventh hour” estate plan just days before she died, and it changed the course of my life. It became a mission of mine to help people proactively avoid court and conflict for their families. I consider myself not just an attorney but a counselor, assisting clients in getting clear about their wishes, and guiding them to avoid potential pitfalls. I take a holistic approach to the estate planning process, because I know that proper legal documents are often the bare minimum that most people would want for their loved ones. I genuinely love what I do.

Outside of work, I enjoy spending time with my husband and two teenagers exploring our beautiful city and world beyond.

Testimonials

If you’re a parent, you need to speak with Kristen at Seasons Estate Planning! Her support throughout the process was over and beyond what you’d expect from any estate planner. You can’t go wrong with Kristen’s services. – Julia C.

Kristen is knowledgeable, patient, thorough, compassionate – overall one amazingly smart woman with a heart of gold, in an area where both those qualities are needed. – Nadia T.

I am forever grateful for Kristen. She is extremely thorough, organized, and supportive. Kristen was particularly helpful regarding guardianship – she brought up scenarios we had never considered. I highly recommend Kristen to other families! – Ann K.

Estate planning is not an easy task. Kristen walked us through each step and really helped us think through every aspect. She is both caring and thorough and we can’t recommend her enough! – Ronnie K.

Kristen is the perfect combination of patient, firm and inspiring. She carries empathy and listens to you as you work through the process. I highly recommend Kristen Wong and her wonderful business! – Louise B.

Schedule a Consultation

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

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.
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.
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.
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.
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.
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.