People often ask me why I love my job—helping clients with their estate planning. The answer is simple: my clients themselves. Every meeting is a new opportunity to connect with people and hear their stories. I get to learn about their families, their careers and the lives they’ve built—often over decades of hard work, sacrifice and love. It’s a privilege to sit with them and see everything they’ve accomplished laid out on paper.
Many clients have never really taken a step back to see the full picture of what they’ve created. Watching that moment of realization—when they see the results of a lifetime’s work—is truly special. And from there, we get to talk about how to protect it, how to pass it on, and how to make sure their loved ones are supported in the future.
That process is what drives me every day. Estate planning can feel overwhelming or even uncomfortable for many, but my goal is to make it easier. I want my clients to leave our meetings feeling lighter, reassured and confident that they’ve put a solid plan in place for the future.
Our process at Stock Legal aims to make the process as painless as possible. We meet with clients for a complimentary meeting to learn about their family, finances, and goals. Once we have determined if there are any applicable tax issues, who the client would like to inherit their assets, who is going to take over their financial and medical decisions if they are unable, and the mechanisms in which they will accomplish these mighty goals, it’s time for our team to get to work. We typically schedule a meeting to sign the documents to put the plan into place within 7-10 days. At that meeting, we discuss the documents in a detailed, but digestible format. From there, we guide clients on the work they need to accomplish to put their new estate plan into motion.
In the end, estate planning isn’t just about documents or legalities—it’s about people, families, and the legacy they want to leave behind. And being part of that journey is what truly keeps me inspired.
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Is Your Estate Plan a "Set It and Forget It" Document? (Hint: It shouldn’t be.) Most people view estate planning as a one-time hurdle—once the documents are signed and filed, the job is done. But at Stock Legal, we see it differently. Your estate plan is a living structure that must evolve alongside your family, your business, and the law.
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Estate planning is important for many people, but in some ways, it can be especially important for business owners. After all, you’ve got to make a plan for your business in case you are no longer there to run it.
Like most, you’ve known for many years that you should have a last will or a living trust. You take that important step forward and make an appointment to work with the Stock Legal estate planning team – terrific! What can you expect next? In this 5-part blog series, we will illuminate our process at Stock Legal, so you can see what you’re in for, and what makes us different.
