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Liz Pearce
4 months ago • Montlake
I need to update my will
I promise, this was on my list long before the current crisis! But now that I have some extra time on my hands, I'd love to cross it off my list. Who did your will? Do you also have an estate planner?
36 replies
2 months ago
Paracle Advisors (www.Paracle.com) have managed all of our financial planning for years. They coordinate all of our work with lawyers (estate planning, wills), accountants (tax) and more. They are a fee-only financial planner and work with many folks from Amazon, Microsoft, Expedia and other local companies.
Estate Planning
  • 4 months ago
Stacey Romberg is awesome (staceyromberg.com) and so is Jamie Clausen (phinneyestatelaw.com). If you chat with them, say hi for me! :)
Estate Planning
  • 4 months ago
We need to do this too! I know some friends have used simple forms on Legal Zoom just to at least have something. As a general resource I also recommend Get Your Shit Together - getyourshittogether.org - started by a local Seattle woman after a tragedy in her life. Checklists, recommended resources, etc.
Estate Planning
  • 4 months ago
I highly recommend: nwstrategyandplanning.com Michael did our wills for us a couple years ago. He even had to research laws in Finland (husband is a dual citizen). The best part is that he kept the ball rolling. He wouldn't let us disappear. He kindly kept us moving forward so the process finished in a timely manner. And he came to us for the signing!
  • 4 months ago
Jennifer King at Law360. Great friend and amazing attorney and Estate Planner. We worked together at Davis Wright. She's the best!three60law.com/jennifer-l-king
Estate Planning
  • 4 months ago
Natasha Black did a nice job with our estate plan. We went to school together and both ended up moving to Seattle. Sharp and very trustworthy.
Estate Planning
  • 4 months ago
Also, check out www.Tomorrow.me from a local Seattle startup founded by serial entrepreneur Dave Hanley and others. Very elegant solution to handle wills and estate planning documents in-app. It’s pretty awesome.
Estate Planning
  • 4 months ago
Ryan Montgomery with Montgomery Purdue Blankinship & Austin did mine. Very good and great to work with. mpba.com/attorneys/ryan-mon...
  • 4 months ago
Nancy Cahill at holmancahill.com and we were very satisfied with her work. I don't have enough experience to say whether her rates were good or if she was better or worse than the average attorney.
  • 4 months ago
Fresh Chalk... good for everything from finding someone fix your toilet to helping you figure out who will take care of your kids if you die :)
  • 4 months ago
Liz -- I'm glad this was on your list!!!!! Ditto on Jennifer King at three60law.com.

Reminder to all on the board -- particularly if you have college aged kids in your family, please make sure they have powers of attorney/healthcare powers. If you're not a signer on their checking account if they get sick for a period of time there may be gap of access to their funds.

Because I focus on getting capital running (and staying) in the hands of women, I'll always recommend the best person/firm for the job. Not my fault it's always a woman founded/run company :). just sayin....
Estate Planning
  • 4 months ago
Our team at Banister Advisors LLC has a regularly updated listing of WA lawyers who can help you with rapid Estate Planning, all remotely via phone and video conf. The listing includes fee ranges, too.
banisteradvisors.com/acp
Bereavement Services
  • 4 months ago
Stoll Petteys in Ballard. Call Eric Stoll - I think you may even know him
Estate Planning
  • 4 months ago
(!) This is especially urgent for older adults where one member of the household holds all the account access. Probate courts in WA have shut down. It would take an emergency order to have a surviving spouse get access to single-holder financial accounts, even if they are named as the Personal Representative. No access to money and long term impacts to credit are at stake. Tell ALL the older adults in your life. Power of Attorney dissolves a the time of death and cannot be used for access to financial accounts, etc.
  • 4 months ago
Phinney Estate Law!
  • 4 months ago
Jamie Clausen at Phinney Estate Law is on our list-- she is FANTASTIC
Estate Planning
  • 4 months ago
Thanks Vanessa Laughlin, I had no idea. This is useful info and I will pass it along. Seems obvious in retrospect. Grandparents gotta share the passwords!
  • 4 months ago
I used Kanoa Ostrem for my will. He made the process very straightforward and simple since he specializes in Estate Planning. I first tried using Legal Zoom and that was a disaster! Maybe it was fine, but since I didn't understand the implications of the questions I didn't feel very secure with what was generated. My visit to Kanoa took about an hour and viola, we have a will. ostremlaw.com
Estate Planning
  • 4 months ago
For a simple process try tomorrow.me They are a local service that creates wills and trust documents.
  • 4 months ago
Ann did mine. She lives in the neighborhood and was great to work with - estate planning, will, living will, all of it. atwlegal.com
Estate Planning
  • 4 months ago
We used Karr Tuttle Campbell karrtuttle.com/practice-are...
Estate Planning
  • 4 months ago
I recommend Michelle Farris: freshchalk.com/michelle-ger...
  • 4 months ago
pugetsoundwills.com
Puget Sound Wills and Trusts is a fantastic local firm that focuses exclusively on Estate Planning. They operate a number of offices around the area (for when we're able to meet in offices again). They have a volume-based practice with packages designed for individuals, couples, couples with children, etc., and pricing is listed on their website.
Estate Planning
  • 4 months ago
Wow so many! I recommend Colin at Layroots layroots.as.me/VEPSS
Estate Planning
  • 4 months ago
I've used LegalZoom.com. Check them out. Highly recommended!
  • 4 months ago
Mackenzie Sorich, a small, women-owned firm in north Seattle is offering 25% off family planning. They also do a ton of pro-bono and low-bono work for kids in the foster care system. sorichlaw.com
  • 4 months ago
I highly recommend Colin and Shreya from Layroots - layroots.com/services/estat...
  • 4 months ago
RoseMary Reed is an old friend and a very experienced estate planner at Stokes. I think the absolute world of her. stokeslaw.com/profiles/rose...
  • 4 months ago
Katie Ludwick is highly experienced in estate planning, wills, etc.. Located in Bellevue but worth the drive especially with no traffic now. Highly recommend! ludwicklawgroup.com/about-u...
Estate Planning
  • 4 months ago
I, too, has been using the Fitch and Ludwick firm for decades. Very personalized and highly competent, as well as very approachable.
Estate Planning
  • 4 months ago
kanoa ostrem 206-906-9302
Estate Planning
  • 4 months ago
Hi Liz - as you know we (www.Coldstream.com) work with our clients on all aspects of their personal and financial lives. Estate planning is one of the planning items we address - typically laying out all the options and then partnering with an estate planning attorney to execute. We have worked with Kanoa and many others. I think you would love Laura Hoexter from Helsell Fetterman
Financial Advisor
Estate Planning
  • 4 months ago
This crisis has lit a fire under Elizabeth's and my-you know what. We will be asking Tracy Codd to help us. We've known him for 10 plus years and he is a solid, reliable and skilled attorney, and very personable.

tracycodd.com
Attorney
  • 4 months ago
Who did you end up going with? We have a new little one and need to do this as well.
  • 2 months ago
Brian Glaister I haven't made a selection yet, but I have calls scheduled for this week. Will keep you posted!
  • 2 months ago
Laura Hoexter - again :)
Estate Planning
  • 2 months ago

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