Estate Planning Concierge, LLC

Estate Planning Concierge, LLC Estate Planning Concierge, LLC ("EPC") is a boutique law firm serving the Metro St. Louis area. Our fees are fixed -- there are no surprises! Lets Talk!

At EPC, estate planning is what we do. Estate Planning Concierge, LLC ("EPC") is a boutique, concierge estate planning law firm serving the Metro St. Louis area (both Missouri and Illinois) and was founded by St. Louis estate planning attorney Cassandra Swanson. We offer comprehensive, flat-fee Will Packages and Trust Packages for both individuals and couples. We also offer Young Adult Packages fo

r individuals who are 18 years old or older. As soon as your child or loved one turns 18 years old, they, too, need an estate plan, even if they have little or no assets.

05/30/2024

Please give a warm welcome to one of our newest members, Estate Planning Concierge, LLC! Estate Planning Concierge is a boutique estate planning law firm, with a new office opening in Town & Country. Cass has been a lawyer for 25 years. Her goal is to make estate planning easy and understandable for everyone. She offers flat-fee, comprehensive estate plans for individuals and couples, including trusts, wills, living wills, and much more.

Another interesting article in the WSJ about the dangers of not having an estate plan in place. In sum, the basic messag...
05/03/2023

Another interesting article in the WSJ about the dangers of not having an estate plan in place. In sum, the basic message is don't wait until it is too late.

And, if you already have an estate plan in place, it should be reviewed every three (3) years to confirm that it still accurately reflects your wishes and estate planning goals. Feel free to contact us to review it with you!

Contact Estate Planning Concierge at (314) 626-4500 to schedule a free initial consultation to discuss the importance of estate planning, what will happen if you wait until it is too late and have nothing in place, or review your current plan with you.

An updated, comprehensive estate plan is one of the greatest gifts that you can give not only to yourself but to those that you love the most!

We look forward to working with you!

Most Americans don’t have wills, leaving estate planning to a complicated range of state laws.

03/24/2023

This is a very creative poem about estate planning in the style of Dr. Seuss written by attorney Dawn Levin of Marietta, Georgia. It is a great little poem!

In planning your estate, there's much to decide,
What happens to your things when you've sadly died?
It may seem quite morbid, but it's smart to prepare,
So let's take a moment and plan, with great care.
You'll need a will, that's the first step to take,
To ensure your assets are divvied up without mistake.
It can be simple or complex, it's up to you,
But without one, your assets may not go where you intended them to.
Consider your beneficiaries, those who'll receive,
Your savings and assets once you take your leave.
Make sure to update them if things do change,
Or your assets could go to someone quite strange.
If you have minor children, choose a guardian with care,
To take care of them in case you're no longer there.
Discuss it with them, make sure they're willing,
So your children are protected, their future fulfilling.
Creating a trust can make sure assets are protected,
To ensure they avoid probate and aren’t misdirected.
A trust can ensure your wishes are met,
Even after you've gone, without any regret.
In estate planning, there are many things to do,
But it's important to take the time to see them through.
Don't leave it to chance, it's not worth the wait,
Plan your estate now, before it's too late.

Address

13321 N Outer 40 Road Suite 500
Town And Country, MO
63017

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 6pm

Telephone

+13146264500

Alerts

Be the first to know and let us send you an email when Estate Planning Concierge, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Estate Planning Concierge, LLC:

Share