New Year Introduces NEW Client Services

One thing that has always differentiated St Clair Law from other Estate Planning firms is that we have a small but nimble team that cares about our clients as people and is focused on their needs including simplifying the Estate Planning process.

Because our goal is to ensure each client has an exceptional experience, we have hired a Client Concierge to walk families through the process, stay in touch and answer all your questions along the way. Not only does this help our clients eliminate the confusion with instructions or documents, but it also ensures a timely close and ongoing contact for easy updates and execution when the time comes. 

Client Concierge Elizabeth Groves

Elizabeth Groves, our new Client Concierge comes from years of experience working directly with clients in the legal and insurance fields. Elizabeth’s warm demeanor, intelligence, and caring attitude create an atmosphere of faith and confidence all our clients deserve when working with St Clair Law on their Estate Plan.

Elizabeth has personal experience as well. She was the executor of her father’s estate after he passed away without a will. She taught herself everything she needed to know to handle her father’s estate, with no guidance or direction from a law office.  She’s experienced how stressful, overwhelming, and what at times had felt like defeat during that process. She truly understands your family’s needs and emotional stressors.
She is passionate about protecting your assets and keeping them with your loved ones; before it is too late.

Our brilliant Client Concierge is so committed to you that she is also enrolled in one of the most highly regarded American Bar Association-approved paralegal programs in the area. Elizabeth is devoted to ensuring your success and looks forward to meeting you. 

Please give her a call at 310-374-5479 or email her at ClientConcierge@QualityEstatePlanning.com

What the Recently Released 2016 IRS Inflation Adjustments Mean for You

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes. These changes will affect the way your accountant and your attorney help you plan as 2015 comes to an end. (more…)