We Want to Be Your Lawyers for Life

"I've been practicing estate planning in Utah for a decade now, and I've reviewed or drafted hundreds of estate plans. I've noticed the same mistakes over and over again. Jamestown Estate Planning is built around helping clients avoid making these mistakes. Here are some thoughts about what I believe.
I believe you deserve a long-term relationship with the lawyer you hire for a process as important as estate planning. This should not be a "one and done" meeting where you're rushed through the artifically hurried process of signing cookie-cutter documents. You deserve thoughtful, deliberate attention to your wishes.
I believe it's your money to do with as you please. I do have a lot of good ideas, but I don't have any preconceived ideas about what you should do. You deserve the time it takes for me to understand what you want and to make sure the documents reflect it. I will never send your documents to a paralegal who has never met you for the drafting and assembly of your plan documents.
I believe your plans and desires will change over time, and that you should have a process in place to make sure your documents reflect your changing circumstances. We contact you at least every three years to set up a review meeting where minor changes and updates are made free of charge.
I believe the best documents in the world are worthless if the underlying estate is poorly invested. I also believe the best investments in the world are damaged by poor documentation. In addition to my work as an attorney, I am a licensed investment adviser and President of Jamestown Capital Group LLC, a fee only RIA firm. I do not sell investments for commission, but I help people make good investments. I see your estate from both the tax and legal perspectives as well as the investment perspective. You will get advice and insight from me that you simply will not get with a traditional lawyer or a traditional financial planner.
I hope you'll come visit with me. I think I can help you.