Tracy Marion

Hi, I'm Tracy Marion. As an attorney with eighteen years of experience, I focus my practice on serving clients in all aspects of estate planning. My practice encompasses a wide range of services, including drafting wills, revocable and irrevocable trusts, and advance health care directives. I also advise families on family business succession planning. My team and I are committed to helping clients navigate the complexities of multi-generational wealth planning, ensuring their assets are protected and their legacies preserved for future generations. I take a personalized approach to estate planning, working closely with each client and family to understand their unique situation, goals, and concerns. This enables me to create tailored estate plans that provide my clients with peace of mind and security. 

While my team and I work with families and individuals of all backgrounds and across all stages of life, many of our clients are those (i) with a child or family member who has special or unique needs, such as special needs trusts, conservatorships, and guardianships; or (ii) who are experiencing the joy of adding a child or grandchild to the family. I believe the reason for this is that my team and I see the documents we create for you as just the beginning of our relationship. Rather than giving you well-crafted wills or trusts and sending you off into the world with no idea of how to make those documents work (“Bye! Good Luck!”), we educate you on the importance of what your estate plan does for you. We guide you to make sure your plan actually accomplishes your goals instead of giving you a false sense of security. Finally, we work with you and your family over generations to make sure your estate plan remains up to date.