The Cleverly Law Firm, PLLC

06/21/2026

Not the Father's Day Post I planned to make....
https://calendly.com/cleverly-law/initial-phone-zoom-consultation

05/23/2026

01/21/2026

Can you be your own trustee? You sure can—and it’s more common than you think! 📝✨

Being your own trustee lets you stay in control of your assets while you're alive and well. 🔐 You can manage, update, and direct your trust exactly how you want. 💼💡

At Cleverly Law Firm, we create trusts tailored to your life, goals, and legacy.

🔗 Book your Peace of Mind Planning Session through the link in our bio!

01/07/2026

No burpees, no guilt - Just a plan that actually works.

New Year’s resolutions are funny things...

The gym membership fades.
The diet “starts Monday.”
The planner stays mostly blank.
But this one?
✔️ You can actually finish it
✔️ It takes less time than a Costco run
✔️ And it genuinely protects your family

If “get my estate plan done” has been on your mental to-do list for years, 2026 might be the year you actually check it off.

Book a free 15-minute call and let’s see what makes sense for you:

No charge, no obligation initial phone / zoom consultation

01/07/2026

Trust funding = activating your plan. Creating a trust is just the first step. Funding it means actually moving your assets into the trust—like retitling your bank accounts, real estate, or other assets so the trust can manage them if something happens to you.

Without funding, your trust is just a stack of paper. With it? You skip probate, protect your loved ones, and make sure your plan works when it matters most.

Book a Peace of Mind Planning Session today to learn if a trust is right for your family. Link in bio!

12/26/2025

We wish each and everyone of you a Happy Holidays!✨🎄

12/15/2025

Looking for the right estate planning attorney? Here are 3 must-have qualities to look for:

1️⃣ Flat-fee pricing — no surprise bills 💰

2️⃣ Willing to collaborate with your financial team 🤝

3️⃣ Offers virtual meetings for your convenience 🖥️🏡

At Cleverly Law Firm, we check all these boxes to make your estate planning experience clear, convenient, and stress-free. ✨

🔗 Book your Peace of Mind Planning Session through the link in our bio!

12/08/2025

Think estate planning is just for the ultra-wealthy?
Think again.

If you have:
🏦 A bank account
🚗 A car
👨‍👩‍👧‍👦 People you love

…then you already have an estate.
And it deserves to be protected.

Estate planning is about being prepared. It’s about making sure your assets go where you want, and that your loved ones aren’t left with confusion, court delays, or costly mistakes.

Start by booking a Peace of Mind Planning Session to learn your options. Link in bio!

11/27/2025

Happy Thanksgiving from Cleverly Law Firm 🦃

Today we pause to reflect on what we’re most grateful for — our clients, our community, and the trust you place in us every single day.

Thank you for allowing us to stand by your side, advocate for you, and be a part of your story.

We hope your holiday is filled with peace, gratitude, and time spent with the ones who matter most🧡