Matt Meuli
MEULI LAW OFFICE
http://www.yourtrustedplanner.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: Colorado, Wyoming
What to expect from Matt Meuli
- 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 Matt Meuli
My estate and business planning practice focuses on empowering my clients through education and knowledge. As an estate planner of over 30 years, I am proficient in guiding parents and grandparents through the often overwhelming and confusing maze of financial and legal decisions. I works to create plans that ensure the well-being of both my clients and their families, advising and working along side my clients in order to enhance their current daily life as well as secure their families futures.
My considerable legal expertise includes family protection, wealth preservation, value-based planning for couples, planning strategies for unmarried couples and divorced individuals, as well as all aspects of estate administration. In addition, I work with families and individuals on protecting their personal small business as well as assisting in creating strategies and setting their small business up for future success.
Whether you are married, single, a traditional family, a blended one, just starting out or looking back on a life well lived; I look to help you craft a plan to achieve your goals for your loved ones for today and years to come. We bring peace of mind for those left behind.
Testimonials
- Vicki Conley
The team at Meuli Law did our estate plan with a complex blended family. They were very thorough and most importantly helpful in assisting us getting accounts and assets transferred into our new trust. Our prior estate attorney was not helpful in that area at all. I HIGHLY recommend these people.
-Jim R.
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.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
Answer a quick question so our team can connect you with a personal family lawyer in your area.