Nicole Newman
NEWMAN LAW GROUP
http://newmanlg.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
What to expect from Nicole Newman
- A 15 - minute introductory call 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 Nicole Newman
Attorney Nicole Y. Newman’s estate planning practice is focused on guiding her clients through the complicated and often confusing process of creating plans which encompass balancing family protection, preserving wealth, and reflecting cherished family values. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated plans to pass along their assets with maximum protection from estate taxes, lawsuits, and probate litigation. In her own practice, she applies those same strategies to people in all financial brackets, knowing that everyone needs and deserves the same access to experienced guidance to protect their families and hard-earned assets. As a Personal Family Lawyer™, Nicole provides further benefits to her clients and their minor children through the Kid’s Protection Plan. She also encourages and guides her clients to pass along more than just their financial assets through the Priceless Conversation. By incorporating the principles of the Personal Family Lawyer™ program in her practice, Nicole seeks to become an on-going trusted advisor and lifelong resource to all her clients, assuring that she can be there for your family when you cannot be.
Nicole earned her law degree from Chapman University School of Law, where she was awarded the President’s Law Academic Scholarship. While at Chapman, Nicole received the CALI Excellence for the Future Award in Estate Planning for High Net Worth Individuals and Estate and Gift Tax. Prior to law school, Nicole earned her BA in Political Science from UCLA. She is currently completing a Masters of Law of Taxation at Chapman University School of Law and is a member of the Wealth Counsel, a national organization of trusts and estates attorneys and other legal, tax, and business professionals who design sophisticated planning techniques for individuals and their families.
When she is not busy with her practice, Nicole enjoys horseback riding and skiing in her hometown of Salt Lake City, Utah with her daughter Jilana. She also gives back to the community by providing tax assistance and estate planning services to elderly people who could not otherwise afford it.
Testimonials
I couldn't be happier working with the team at Newman Law Group to put together my estate plan. Each person at the firm with whom I have dealt has been extremely professional and down to earth. Trust was an important factor when I was looking for an attorney and I found that at Newman Law Group. Their friendly demeanor has made the process of putting my Trust in order a pleasant experience. T. Mannara, Huntington Beach, CA- Tony
Nicole Newman is an amazing Family Trust attorney. We initially had an unusual situation that she was very knowledgeable about & spent a lot of her time free of charge answering all our questions & explaining it to us. She has the highest integrity and was much more concerned with meeting our needs than charging for her time. We felt very comfortable hiring her to prepare our family trust. It was quite easy, as she and her very capable staff, Sarah & Laura took care of everything. Her fee was 1/2 that of others we had contacted, yet we got twice the service with Nicole.- Jewel
I have done a couple Trusts with Nicole Newman over 15 years and she has to be the undisputed best Estate Planning attorney. She is highly knowledgeable and authentically looks after your best interest and your family. The details and the thorough aspects of how she runs her office is amazing. A couple visits, and walks you through what you need to do step by stop to ensure your protection of your assets. There is nothing done without class in her office, the Estate Planning Portfolio is delivered with a beautiful binder organized and a USB chip. Above all she is approachable and kind. No ego or arrogance, like many other lawyers I have worked with. She makes this process as you are really learning something and doesn't mind the asking of simple questions. I highly recommend Nicole and will always refer her to my network of colleagues. - Shahin
We contacted Nicole Newman as we were very dissatisfied with our prior trust attorney. We do not regret it! Nicole, Laura and Sarah were very attentive, efficient and competent in their handling of our affairs. Nicole was very thorough and drew us graphs on the chalkboard illustrating how our trust would work after our passing. We hope to continue our working relationship with Newman Law Group. - Angie
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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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.
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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.
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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.
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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.
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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.
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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 Nicole Newman
Complete the form below to reach out and schedule your 15-minute discovery call.