COZART LAW OFFICE, PLLC
https://www.cozartlawoffice.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States:
Many individuals hesitate to create an estate plan, as they believe it isn’t necessary until they grow older. This, however, isn’t true; anyone over 18 should have an estate plan in place, just in case something happens to them. Conversations around estate planning can be emotionally difficult, but are no less necessary. That’s why I’ve committed myself to help families and individuals create solid estate plans that will help preserve their assets and protect those they love. My goal is to provide you with a comprehensive, affordable estate planning service that’s presented in an easy-to-understand fashion. I am a compassionate lawyer, and will use my 25 years of professional experience to guide you throughout the estate planning process.
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.