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Tricia O’Konek

Tricia O’Konek

TOURMALINE LAW
https://tourmalinelaw.com/about/

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

Licensed States: Washington

What to expect from Tricia O’Konek

  • 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.

About Tricia O’Konek

Working with and advocating for injured clients as a personal injury paralegal is what inspired me to become an attorney and start Tourmaline Law.

I believe in the power of thoughtful planning and unwavering advocacy. Whether it’s securing your legacy through values-based life & legacy planning or fighting for your rights in personal injury cases, my mission is to provide compassionate counsel and robust representation. I strive to be more than just a lawyer; I aim to be a trusted advisor who is invested in your well-being.

After noticing that far too often clients and their loved ones were being hurt not only by the negligence of others, but by a preventable harm: their own lack of planning – or inadequate planning – and experiencing the effects of poor planning firsthand after my grandparents passed away within 3 months of each other, I decided to expand my practice to include life, legacy, & estate planning.

My journey took a definitive turn when I decided to become a certified Personal Family Lawyer, learning how the traditional estate planning model failed and in turn how to keep families out of court and conflict. I realized I could leverage my personal experiences to better serve clients, ensuring they have robust, up-to-date plans to handle life’s unpredictable events.

Now, as a Personal Family Lawyer, I am dedicated to helping families navigate the complexities of legal planning with compassion and expertise. My journey, shaped by personal loss and professional evolution, has equipped me to offer meaningful, empathetic guidance. My mission is to ensure that families are prepared for the unexpected, providing peace of mind and security for their future.

Here are some of the things we do differently at Tourmaline Law based on my experience with the traditional model of estate planning.

First of all – Tourmaline Law does not bill for estate planning on an hourly basis. Everything we do is billed flat fee, agreed to in advance, so there are no surprises. You’ll know exactly what it will cost to work with us after we’ve gotten clear about what you want, and you’ll even be able to choose your own fee. Then, after the initial planning process, we have options so that you can ensure your plan stays up to date throughout your life, and again you’ll know exactly what that costs and choose your own fee there. 

Second – I see planning as just the beginning of the relationship whereas in the past the plan was viewed as a one-time transactional event.  

Once you sign your planning documents, that is when the relationship really begins. At no additional charge, we review your plan at least every three years.

Finally, we don’t just focus on passing on your financial assets, but your legacy. With our Legacy Interviews, we guide you to pass on more than your money but also your intellectual, spiritual, and human assets – and stories. We include that with every plan and our clients and their families love having that as part of their plan.

These are just a few of the things that make our firm different. We’re the best fit for people who don’t just want to leave their family a set of documents that may or may not work, but instead want to use the estate planning process to pass on a legacy of love and care, and ease. And keep their family out of court and out of conflict.

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    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.

  • Asset-1@3x
    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.

  • Asset-1what-we-protect
    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.

  • Asset-1transparency
    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.

  • Asset-1DElivery
    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.

  • Asset-1work-150x150
    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.

Contact Tricia O’Konek

Complete the form below to reach out and schedule your 15-minute discovery call.

Tricia O’Konek
Tourmaline Law
https://tourmalinelaw.com/about/