Paulette Lundy
P. A. LUNDY & ASSOCIATES
https://lundylawgroup.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: Maryland
What to expect from Paulette Lundy
- 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 Paulette Lundy
Hello! I’m Paulette Lundy, your neighborhood Family Business Lawyer™.
My goal is to be your trusted advisor who helps you make the very best personal, financial, legal, and business decisions for your family and your business throughout your lifetime. I want to help you and your business not just now, but also when you can’t be there so that I can help guide your loved ones and colleagues through a difficult process.
In short, my sole focus is to help families and businesses avoid collapse after the death or disability of a loved one or business owner.
I want you to know you’ve made a big step toward peace of mind simply by reading this.
We have many resources for you so you can ensure your family, friends, and business partners stay out of court and out of conflict, if and when something happens to you. I’d love to share some of these resources with you
Testimonials
“Paulette presented the information at a gathering in our home. Everyone was impressed with her presentation and her passion. Thanks again Paulette for keeping us in the know and on the right path!” - The Pritchetts, Perfecting Worship Center, MD
I have had the pleasure of working with Paulette at P.A. Lundy & Associates for over 3 years. My interactions with this firm have been nothing but stellar! Even today, when I should forget about my great experience already, I still remember it! Paulette is a passionate advocate for her clients and that is why I have continued my relationship with this firm. When I need legal advice, I connect with P.A. Lundy & Associates. I highly recommend this firm to anyone seeking legal assistance. - Jan Walker-Emeogo
I want to thank you for the legal advice that have provided to me and my company over the last several years. Your experience and knowledge are invaluable and truly appreciated. I want to personally thank you for your passion and commitment and have no reservation in recommending P.A. Lundy & Associates to family, friends and associates. - Sean Chrysostom
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.
Contact Paulette Lundy
Complete the form below to reach out and schedule your 15-minute discovery call.