Offering all services remotely from start to finish

Wills for Parents & Probate for Families

NW Strategy & Planning, PLLC is an estate planning law firm est. 2016. Our firm specializes in the drafting of Wills and Trusts as well as navigating Probate after the death of a family member.

What Our Clients Say

Robert Lindsley

23:58 19 Nov 24

Michael and Karen were excellent to work with. My wife and I had been putting off making wills for years. Michael made the process simple, smooth, and I dare say even a little fun. We live outside of Seattle and did most of the work via Zoom. Michael and Karen were very flexible with the final in-person signatures, too. We have already started recommending Michael to friends. So glad we found him. Money very well spent.

Hillary Altenberg

21:38 12 Nov 24

Eoin Byrne

17:34 07 Nov 24

We highly recommend Michael for your estate planning. He has a very clear pricing model, communication was excellent and he really helped us create a plan for our family.

Kim Weiss

02:05 24 Oct 24

Working with NW Strategy and Planning was a wonderful experience, and we are very grateful to Michael and Karen for all their expertise and support. Michael was very knowledgeable about various options that would meet our needs, and made the process of Wills, Trusts and POAs as simple and fun as possible. He was also very open to all of our questions, and listened to our needs and concerns.

Steph Brucart Hammer

00:50 22 Oct 24

Very thorough and wonderful to work with!

Jessica Boespflug

17:37 16 Oct 24

Michael was fantastic to work with! He was very understanding and flexible with scheduling needs based on our kids and work needs. He was very thorough in everything. He was fun and easy to work with and made the process as smooth as possible for us. Definitely recommend him for any estate planning needs!

Lauren DuCharme

23:26 06 Sep 24

Michael and Karen made the whole process of setting up a will easy and fun.I had a lot of questions early on about what all the various documents did and how best to make decisions about them. Michael answered in all the depth I could want and made everything comprehensible to me (a non lawyer).It was easy and convenient to work with Michael online over zoom.I really appreciate the help on getting this done! Highly recommended.

Alexander Zeisberg

20:24 05 Sep 24

Michael and his team at NW Strategy and Planning provided excellent service throughout the entire process. He was incredibly fast, thorough, and handled every challenge from multiple angles without missing a beat. His fees were very reasonable, and I was impressed by how quickly he responded to emails—communication was always clear, concise, and forward-looking.Unlike dealing with some bureaucratic types, Michael was approachable and easy to talk to. He even got on the phone to discuss major obstacles and walked me through everything without nickel-and-diming me for every minute. The flat-rate fee was a huge plus, and there were no surprise costs along the way. He clearly laid out all the fees upfront and knew exactly what needed to be done, which shows his deep experience in this field.I initially reached out because of his many other 5-star reviews, and now I can see why he has earned them. I’m grateful for his help and would highly recommend him to anyone needing probate services!

Andrea Brooke

22:05 07 Aug 24

I highly recommend Northwest Strategy and Planning, PLLC. Michael made creating a will easy and stress-free. He is friendly, professional, and humorous, with the expertise to craft excellent legal documents that save your family time and money. Michael and Karen visited our home, explained everything clearly, and had us sign the documents quickly. We received both hard copies and digital copies immediately. They were responsive, accommodating, and charged a reasonable fee. For a simple and painless way to make a will, choose Northwest Strategy and Planning, PLLC. The entire process took about 2 hours and left us feeling secure with a solid will in place.

Your Estate Planning Law Firm

We offer our clients practical advice to create and manage Wills and Trusts based on years of experience at the drafting stage and putting Wills and Trusts into action.

Making Wills/Trusts

Wills for Parents with Trust and Guardianship for Minors :

Probate

Representing Executor or Personal Representative of the Estate :

Inheritance of property in Washington State.
Working with out-of-state clients to administer estates in Washington.
Filing for Letters Testamentary
Filing for Letters of Administration
Accessing frozen accounts after death

How it works

Phone intake

We begin with your 20-minute phone consultation (no fee). The call is used to assess the scope of work and answer any questions you have about the process. Our step by step process helps busy clients successfully navigate the document drafting process and get to the finish line.

Zoom for 90-minutes

Client-Attorney meetings for drafting documents are conducted online over Zoom or Google Meetings. By moving to an online platform, we streamline the process of getting everyone in one place to talk through the important decisions.

Signing: In-person or online

We always prefer to meet clients in person to sign, witness and notarize documents. When in-person meetings are not an option, we offer online notary options and remote signing. By catering to our busiest clients, we create a process that is efficient and effective for everyone.

Guiding principles

At Northwest Strategy and Planning our firm’s guiding principle is to set clients up for success now and success in the long term. Beyond simply naming people to play important roles in your estate plan, it’s important to think through

How family members will have access to your Will in the future

How the people left in charge of your estate will know who to contact

How family and administrators will find and access your accounts

How to set up those who take over your estate in the future to be successful in finding your documents and administering your estate

We provide legal consultation and guidance to enable our clients to think critically about how the decisions you make today play out over 5 years, 10 years and 30 years into the future.

This law firm was built by helping parents of young children make wills with trust and guardianship provisions. Over time client requests to administer probates expanded our service offerings for the full lifecycle of estate planning.

However our practice, at its origin, was designed to assist clients who care deeply but have 100 other things pulling at their attention from family obligations, to work, and so much more. Your job is simply to find us. Our job is to use that momentum to guide you through our structured process and get you across the finish line.