TRINITY ESTATE PLANNING, PLLC
http://www.trinityestateplanning.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Illinois, Michigan
As your Personal Family Lawyer, I love helping you find the peace of mind that comes from planning for your future, providing for your family, and protecting the things that are most important to you. I want to get to know you and to develop a lifelong relationship with you. I view the estate planning process as a team effort. I know the law and how to create a plan, but you know what is right for your family and your unique circumstances. My job is to give you enough information to educate and empower you so that you can make informed decisions about what you want to happen if you are incapacitated or when you die. I do that by using plain English, not legalese, to talk about estate planning. Your job is to tell me about your family and the life you have worked so hard to create and to really consider the legacy you want to leave when you are gone.
I graduated from Boston College Law School and the University of Notre Dame. I am the proud mom of three young adults (and proud mother-in-law to one son-in-law, one daughter-in-law and one soon to be daughter-in-law). You will find me out walking almost every day of the year. I also love to read, attend classical musical concerts, watch college football (Go Irish!) and travel. Above all, I enjoy spending time with my family and treasure every minute we have together.
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 discovery call.