We take the time to listen to your wishes and concerns to create a personalized plan that safeguards your assets and preserves your legacy. That's why we offer three distinct levels of planning tailored to meet your specific needs and preferences.
We are dedicated to guiding you through the complexities of estate planning with expertise and compassion. Our commitment to fair and ethical practice is paramount. We believe all clients deserve an attorney who creates a safe space, empathizes, and will keep your family out of court and conflict that can result from poor planning.
We work with individuals of all kinds: whether you are single, married, divorced, have a biological, adoptive or blended family, or an LGBTQIA+ family. We work with individuals and families at all seasons of life —whether you're just starting out and looking to secure your future or reflecting on a life well-lived.
We create the following documents to implement your estate plan:
- Wills
- Revocable Living Trusts
- Irrevocable Trusts, such as Special Needs Trusts
- Durable Powers Of Attorney - Healthcare and Property/ Financial Healthcare
- Advance Directives (also known as Living Wills)
- HIPPA Release
LEVEL 1
THE FAMILY PLAN
For the Family Who...
Does not have assets that would go through the court process called probate upon death, but who do want to guarantee their minor children are well cared for and their healthcare wishes are turned into directives. Their loved ones can access their assets using a durable power of attorney if they become incapacitated.
Your Family Plan…
Includes your Will, Healthcare Directives, and Powers of Attorney so you know you are well taken care of if anything happens. It also includes the Kids Protection Plan® to ensure your children are always raised by the people you want and never taken out of the home by authorities.
It may include a post-death trust plan to protect your assets for the people you love.
We’ve got your family covered.
LEVEL 2
THE TRUST PLAN
For the Family Who...
Wants the total assurance and peace of mind knowing your family would stay out of court and conflict, in the event of your death or incapacity. And wants to ensure assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement.
Under this plan, you may also opt to protect your beneficiary’s inheritance from lawsuits, spouses, and estate taxes.
Your Trust Plan…
Keeps your loved ones out of court, all your affairs totally private and ensures your family can turn to us when necessary.
All asset transfers will be handled by you, with unlimited guidance and support from us. A Kids Protection Plan® will be included if you have minor children.
LEVEL 3
THE WEALTH PLAN
For the Family Who...
Wants total assurance that the Trust plan offers and also all the comfort of knowing that assets transfers have been taken care of by our office, so nothing is left out or lost.
This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
Your Wealth Plan…
Includes all components of the Trust Plan, plus we analyze how each of your assets are titled and handle all asset transfers for you to guarantee your plan works for your family.
We prepare Family Wealth inventory and complete all bank, brokerage, insurance, and retirement account documents to transfer titles and change beneficiaries.
ABOUT SUSAN KIRKPATRICK, ATTORNEY:
Dedicated to fostering genuine relationships with each client I serve, I adopt a caring and client - centered approach. To alleviate financial uncertainties, I charge a flat fee for my services. This ensures that you can confidently rely on my assistance without worrying about unexpected charges.
My objective is not only to help you steer clear of potential pitfalls like litigation resulting from poor planning but to proactively design a strategic plan that ensures your objectives are achieved effectively and without unnecessary complications. By combining my legal expertise with a heartfelt commitment to my client’s well-being, I serve as a beacon of integrity and reliability in the legal community.
Affiliations:
- Personal Family Lawyer®
- National Association of Estate Planning Attorneys
- Washington Association of Estate Planning Attorneys
