Sati McLafferty
LIVE OAK ESTATE PLANNING
https://liveoakestateplanning.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
What to expect from Sati McLafferty
- A 15-minute Prep Call with our Intake Team 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 Sati McLafferty
Before starting Live Oak Estate Planning, I ran my own law firm in Colorado and later joined a well-respected boutique estate planning firm in Denver. When my husband and I decided to return to Claremont to be closer to family and to start our own, I knew I wanted to continue working with families, especially those in the special needs community.
I know that life is busy, and planning for the future can feel overwhelming. That's why I strive to make the process as flexible and inclusive as possible. If you have young children, feel free to bring them along to our meetings. And if you prefer, we can meet virtually over Zoom-whatever works best for you.
When I'm not working, I love hiking, playing with my rambunctious boys, and exploring everything Claremont has to offer. I'm licensed to practice law in California (335498) and hold an inactive license in Colorado (46910). So whether you're here in Claremont or elsewhere in California, I'm ready to help you plan for your family's future.
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.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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