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PERSONAL
FAMILY LAWYER®

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Lauren Caisse

THE LEGACY PLANNERS P.C.
www.tlppc.com

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

Licensed States: Massachusetts, Rhode Island

Schedule a 15-minute Prep Call

What to expect from Lauren Caisse

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 Lauren Caisse

I have been licensed to practice law since 2004 in both Massachusetts and Rhode Island. I was in-house counsel for large U.S. Government contractors with a focus on contracts (both domestic and international), drafting, and negotiations. Throughout my years of practice, I have helped clients with various business matters and estate planning. I am a graduate of Suffolk University Law School in Boston, Massachusetts. I earned my MBA from Anna Marie College and my BS in Business Administration from Bridgewater State University. I have also authored three publications, all of which appeared in Contract Management Magazine. I made the switch to private practice in 2017 as corporate law involved a great deal of travel (predominantly international), and I was missing the important events in my young children's lives. Since going into private practice, I am able to serve my community by providing estate planning, probate administration, and business services to my clients. As a planner myself, I find it very rewarding to assist my clients in planning for their families and businesses, or, in the case of probate or trust administration, providing guidance and reassurance while administering the probate estate. I am always honored when a family member of a deceased client comes to me to assist them. My children are now in their last years of high school, and I only get on a plane when I want to! I look forward to working with you. All my best - Lauren

Schedule a 15-minute Prep Call

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.