Matrona Jessica Ward

Matrona Jessica Ward

FAMILY LEGACY PLANNING FIRM
http://www.familylegacyplanningfirm.com/

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

Licensed States: California

What to expect from Matrona Jessica Ward

  • 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 Matrona Jessica Ward

As a Personal Family Lawyer, I love knowing I am bringing meaning to my clients’ lives. I strive to provide excellent, compassionate service to ordinary families planning for the future.

As a mom of three small boys, I particularly enjoy serving other parents of minor children, helping them to craft a plan that will foresee and care for their children’s unique needs in the aftermath of a parent’s death. My experiences were formed by the unexpected death of my Grammy and Grandpa when I was nine years old, which resulted in prolonged litigation and estate administration for my family. Now, I want to help others plan proactively to keep their families out of court and out of conflict.

I believe that facing our own mortality can change the way we live our lives, and I live by the motto “memento mori,” which means “remember that you must die.” I love to help people of faith live out their beliefs through values-based planning.

In my off time, I love to sing and perform. My travels, through musical touring, study, and vacation, have broadened my world and shaped who I am today. In all, I’ve been to 42 U.S. states, as well as extended stays in the UK and France. I love to explore Southern California’s diverse beauty by hiking local trails.

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    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.

  • Asset-1@3x
    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.

  • Asset-1what-we-protect
    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.

  • Asset-1transparency
    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.

  • Asset-1DElivery
    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.

  • Asset-1work-150x150
    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.

Contact Matrona Jessica Ward

Complete the form below to reach out and schedule your 15-minute initial consultation.

Matrona Jessica Ward
Family Legacy Planning Firm
http://www.familylegacyplanningfirm.com/