Estate Planning Lawyer & Trust Attorney Jim Plitz
As an estate planning lawyer and trust attorney, I understand that people naturally postpone estate planning for a number of reasons:
- They don’t want to think about death;
- They are not sure how they want to distribute their assets;
- There are other financial needs;
- They feel that they will have time for estate planning; and
- They do not know where to begin.
That is why I make the estate planning process easy. I serve clients by learning about their situations and goals, and use that to develop an effective and personalized estate plan. I build relationships with clients and their families, so they know I am with them for the long-term, to help monitor and advise on their changing circumstances. I give my clients the confidence they want knowing their family will have a trusted adviser on their side when the plan is fully used.

Our Estate Planning Services
WHY USE PLITZ ESTATE PLANNING?
We care about our clients and their families. We care about our community. Our mission is to spend quality time with families to prepare a personalized plan that makes life’s most difficult time a little easier.
We surround ourselves with people who make our experiences better. At Plitz Estate Planning, this includes our clients. We work with people we enjoy and we build a relationship to give you the peace of mind that you deserve.
Taxes, laws, and death are complex issues. We take these complex topics and talk to you in a way you can comprehend. We spend the time with you to educate and guide so you will make the best decision for you.
Over the course of more than 10 years of estate planning practice, we’ve helped more than 1,000 clients understand the path to achieve their goals. By developing comprehensive estate plans that protect their assets, their interests, and leave their families a lasting legacy upon death.
Without a valid will, and/or trust, disputes tend to arise among family members about the division of assets, which can lead to irreparable hurt and even litigation. Don’t let this be your legacy!

NEWS & ARTICLES
Satisfaction Guaranteed
Satisfaction Guaranteed – If you are not 100% satisfied with the service or process within 60 days of signing your estate planning documents, you will receive a full refund.
