Northwest Strategy Planning

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

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 :

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.

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