https://lasting-legacy-law.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: New Mexico
With a dynamic career history in law as a judge and litigation attorney, I have found my true calling in Estate Planning. Helping families prepare and protect their loved ones through education and empowerment in an area of law I deem essential and consequential to create a solid foundation for a secure future. A born advocate- I help navigate a process that can be daunting, taxing, and overwhelming through my innovative and thoughtful practice that provides direction, clarity, and peace. Whether you are married or single with a traditional family or blended one, just starting out or looking back on a well-lived life, I will help you to craft a plan that achieves your goals for your loved ones today and for years to come.
I attended law school after 23 years in education (teaching, founding, and directing my own school which I funded through both State and Federal grants) after being exposed to individuals adversely affected by the legal system- a system they did not understand.
In 2020, I was appointed to the bench by Governor Lujan Grisham, where I oversaw civil and criminal cases, settled bench trials to verdict, and ruled on motions, including constitutional issues. My work in this role led to a dramatic reduction in backlogged cases for the court.
Residing in Santa Fe, New Mexico, I am an accomplished legal professional with degrees in Advocacy, Law, and Science. During my law school tenure, I received the Academic Excellence Award in Law Ethics and Public Policy and Jurisprudence, exemplifying my outperformance in the academic sphere. Holding licenses to practice in New Mexico and the United States District Court (District of New Mexico), I graduated from the National Criminal Defense College Practice Institute and the Judicial Training Institute, equipped with profound knowledge and acumen in the legal field.
As a member of the Wealth Counsel, a national organization of legal and business professionals, I specialize in designing sophisticated planning techniques for individuals and families with trusts and estates. I am a member of both the New Mexico bar and New Mexico Women’s Bar Association.
My pride and joy resides in my five wonderful children and numerous grandchildren, who bring immense happiness and a sense of fulfillment to my life. Family is incredibly important to me and I love nothing more than spending time with my loved ones.
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.