My mission is to help Missouri families achieve the peace of mind that comes with knowing that their loved ones will be taken care of and their financial affairs are in order through my 3-step estate planning process-
#1 DOCUMENT the plan,
#2 DESIGNATE the right beneficiaries, and
#3 DISCUSS any changes annually.
We start with a phone call to answer any questions you may have about the process, get some basic information from you, and see if we are a good fit. It normally takes about 15 minutes unless you have a lot to discuss.
Next, we meet to review your personal situation and discuss alternatives. I normally use flat fees so that you know exactly how much your plan will cost. My fee depends on which documents you decide on and the complexity of your estate.
To make sure your property passes as you intend, I help you update your beneficiary, transfer-on-death, and pay-on-death forms. Copies of these forms, along with your estate documents, are stored in a secure online portal for easy access.
Annually we review any changes in your family situation, the property you own, or estate rules and laws which could require updates or changes to your plan. Our annual review makes sure your plan is current and up-to-date.
Estate Planning for Missouri Families
Do you worry that estate planning will be time-consuming, confusing and expensive?
Advance Directive, Buy-Sell Agreement, Durable Power of Attorney, HIPAA Release, Irrevocable Trust, Living Will, Revocable Trust, Will – these are all different types of tools you may need for your estate plan depending on your personal situation.
And because your family is unique, a one-size-fits-all plan doesn’t work.
But how do you know if a lawyer is experienced in handling your unique needs, how the process will work and how much it will cost?
Do you know what to do after the documents are signed?
And how you keep your estate plan current and up-to-date?
All this confusion might cause you to put off your estate planning because you fear you will make a bad decision or do it wrong. I believe that everyone deserves the peace of mind of knowing that their loved ones will be taken care of and their affairs are in order. This is why I developed the Core Planning Process.
My Core Planning Process eliminates the confusing legal mumbo-jumbo and identifies the essential steps to create an estate plan that can be upgraded or changed over time as your family situation and needs change.
Responsive Law Pledge
I pledge to uphold the following principles of the Responsive Law Clients’ Bill of Rights and to notify my clients of these rights:
Responsiveness: I will reply to all client communication promptly—within one business day, barring exceptional circumstances.
Participation: I will give my clients notice of all meetings and court appearances in their matter, and allow them the opportunity to attend those events.
Deference: I will defer to my clients’ goals throughout representation.
Confidentiality: I will maintain all client confidences.
Information Access: I will provide my clients with copies of all materials provided to me or prepared by me for their cases.
Dismissal and Discipline: I acknowledge my clients’ right to dismiss me at any time and will provide my clients with information about how to file a complaint with Bar Council in my jurisdiction.
Representation Agreement: I will provide my clients with a written engagement agreement outlining the scope and objectives of the representation, the likelihood of success, and the risks involved.
Fee Agreement: I will provide my clients with a written fee agreement describing how fees and expenses will be computed, as well as the terms of payment.
Itemized Bills: I will provide my clients with itemized bills on a regular basis describing the specific tasks performed, the name and title of the person who performed them, and, if billing by the hour, the hourly rate and time spent by each person on each task.
Lawyer Background: I will inform my clients of the education, training, and relevant experience of each lawyer substantially responsible for working on their case.