ECHELON LAW
https://echelonlawpllc.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States:
During his many years as an attorney Nathan has taken great pride in helping families overcome legal obstacles, work together, and set up businesses for long-term success.
He attended the University of Idaho College of Law and after graduation, Nathan, his wife, and their three children packed up and drove to Southern California to pursue an advanced degree in tax law at Chapman University School of Law.
After graduation, Nathan continued his professional career in California for nearly a decade before he and his family returned to Idaho, where he would go on to practice as one of only a few lawyers in the state specializing in tax, estate planning, and adoptions.
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 initial consultation.