LIFE SEASONS ESTATE PLANNING, PLLC
https://lifeseasonsestate.com/
Areas of Focus: Life and Legacy Planning
Licensed States: Washington
Ms. Kirkpatrick helped us put together our family trust documents and get our assets into the family trust. She was able to explain the complex laws and system in simple terms that we could understand. She completed it all in a reasonable time and at a reasonable cost. We couldn’t be more satisfied.” ~ Karl and Leslie J.
“Susan provides excellent services for estate planning. It was very comforting in that she listened to her client's needs. She knows the laws and suggests several ways to address each particular situation. We highly recommend Susan.” ~ Sue B.
Because of my move from Oregon to Washington, Susan was very helpful revising the Family Trust. We discussed various issues and options for the future. She was kind and thoughtful yet professional throughout the process. She will help you in whatever way she can.” ~ Sally M.
“Susan was very conscientious and guided us with detailed explanations on what each document was for and why it was needed, and that our specific situation did not need the added expense of a Trust. And, she was kind, caring and listened to and paid attention to stories shared.” - Linda S.
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.