Resources

Sharon Winn

WINN LAW
https://www.winnlawvermont.com/

Areas of Focus: Life and Legacy Planning, Kids Protection Planning

Licensed States: Vermont

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.

Sharon Winn, PLC, helps Vermont families create personalized estate plans

that honor their values and protect what matters most. A 7th-generation Vermonter with

deep roots in the Northeast Kingdom, Sharon combines her legal expertise with a heartfelt

commitment to community.

Sharon believes that a wholistic approach to estate planning goes beyond a hastily-drafted

will. It's a collaborative process where she works closely with you to understand your

assets, your family dynamics, and your values. Sharon will educate you on all available

options, ensuring your plan minimizes taxes, protects your legacy, and empowers your

loved ones to navigate the future with confidence.

“The process was … dare I say ‘enjoyable.’”

“Our friends promised that Sharon would make estate planning easy, even fun. We weren’t

disappointed!”

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.