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Richard Russell

Attorney - CPA

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 compexity 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.

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