https://www.wealthandestatelaw.com/
Areas of Focus: Life and Legacy Planning
Licensed States: Utah
Wes Winsor is the founder of Wealth and Estate Law Group (formerly Wes Winsor Law). He spent his childhood in Delta, Utah as the youngest of thirteen children. Later he moved with his family to St. George and graduated from Dixie High in 2003, and after a 2-year service opportunity in in Fortaleza, Brazil, he received is associates from Dixie State.
After marrying his spouse, Lindsay Winsor, he graduated from BYU with bachelor’s in Business and then headed out to Alabama for Law School. Upon graduation from Law, school in 2012, he worked for a short time with Seegmiller Law, prior to starting his own law firm in 2013. Since then he has focused on Estate Planning and Probate with some business clients as well.
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.