Saira Matthiesen
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: California
What to expect from Saira Matthiesen
- 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 Saira Matthiesen
I’m here to help your family stay out of court and conflict in the event of your death or disability. Welcome.
I'm Saira Matthiesen, LCSW, Attorney at Law, your neighborhood Personal Family Lawyer®, and I’m here to support you with a counseling methodology for making decisions about your estate planning that ensures you’ll have a plan that works. After all, if your plan doesn’t work when your family needs it, what’s the point of planning?
Together, we’ll look at the dynamics of your situation, inventory your assets (and even possibly help you see you have more than you think you do), and counsel you to choose the right plan for you and the people you love. All of our plans are tailored to your unique circumstances and your budget.
By planning for life and death in this way and getting a clear understanding of your legal and financial reality, you’ll make choices with a clarity that may have eluded you until now. This is what we call Life & Legacy Planning®.
We call it Life & Legacy Planning® because we don’t just help you choose between a will or trust (though we do that), but we empower you to take control of your life, clarify your aspirations, and leave a lasting impact that aligns with your values and goals.
Most importantly, you will have the assurance that your loved ones won’t be left with a mess and that they will be able to make aligned decisions for you when needed.
I’m here to be your trusted advisor, helping you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I will be there for your loved ones when you can’t be, supporting the people you love during what could be one of the most impactful moments in their lives.
As your future Personal Family Lawyer, I’d love to begin helping you plan for the people you love and everything else you care about today.
I look forward to meeting you!
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 Saira Matthiesen
Complete the form below to reach out and schedule your 15-minute discovery call.