Valeria Lewis
THE LAW OFFICES OF LEWIS & GUERRERO, P.A.
lewisguerrerolaw.com
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: Florida
What to expect from Valeria Lewis
- 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 Valeria Lewis
Valeria Lewis is thrilled to help people use the estate planning process to pass on a legacy of love and care to their loved ones. She recognizes that family wealth is not just money, but also the values and experiences that enrich future generations. She is the best fit for people who do not just want to leave their family a set of documents that may or may not work, but instead plans that will keep their families out of court and out of conflict. Her practice has systems in place to encourage regular communication so clients’ plans stay up to date.
Together with her husband, they founded The Law Offices of Lewis & Guerrero, P. A. The firm retains her maiden name, Guerrero, in honor of her parents who practiced as attorneys in Nicaragua before immigrating to Miami. She is fluent in Spanish and conversational in French.
When she is not working on the firm or her clients, she enjoys watching movies with her husband, watching her son’s karate practice, and dancing with her preschooler.
She is a proud graduate of the University of Florida Levin College of Law (2007) and Dartmouth College (2001).
Testimonials
"I have nothing but the best to say about the estate planning services I received from Lewis & Guerrero. Mrs Lewis always took the time to listen to my concerns. She is extremely knowledgeable, courteous, and family oriented. I am confident that my estate planning needs will be met. It has been a great experience working with her!!" – DB D
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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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.
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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.
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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.
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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.
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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.
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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 Valeria Lewis
Complete the form below to reach out and schedule your 15-minute discovery call.