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Affordable, Personalizd & Comprehensive Estate Planning

Estate Planning Lawyer & Trust Attorney Jim Plitz

As an estate planning attorney and will lawyer, I help clients develop a customized affordable estate plan focused on protecting assets during life, and efficiently achieving asset transfer needs after death. My estate planning services include:

Wills
Trusts
Estate Planning
Estate Planning for Second Marriages
Estate Planning for Unmarried Couples
Medicaid Planning
Business Succession Planning

Charitable Planning
Pet Planning
Powers of Attorney
Advanced Directives
Probate
Probate Administration
Tax Planning

DON’T LEAVE YOUR FAMILY’S FUTURE UP TO CHANCE
CALL NOW

PERSONALIZED & COMPREHENSIVE ESTATE PLANNING

Plitz Planning Process

The Plitz Planning Process is a personalized approach to create the estate plan that works best for you and your loved ones. Estate planning is more than simply the documents or the law; it is about relationships.
The Plitz Planning Process was created to take the time to learn about you to combine the legal with the personal to create a superb legal plan that addresses your family’s specific wants and needs.

Boxes showing the steps in the Plitz Estate Planning process

WHAT OUR CLIENTS SAY

My wife and I have discussed a few changes in our living trust with James Plitz and we think he has given us some very good advice. It has been a pleasure working with him.

Ken C.

Jim is upright, honest, and outstanding at what he does. He works hard and tries to do the right thing by his clients.

Irene P.

We would recommend James as a Trust Attorney without hesitation. While he is extremely knowledgeable, he is also down to earth. He takes the time to educate you using every-day layman’s language. He is genuinely interested in you and not just interested in what he needs to know to do the job and receive payment…

Andrew & Christie

Jim was extremely helpful in creating our trusts and other legal documents. Since I have some training in contracts, Jim was very accommodating and worked with me on changes that I suggested. If I did not understand some aspects of the legal documents, he was very willing to provide a thorough and clear explanation…

Gary

It is my privilege to be working with Jim. From the moment we met, I knew that he was the person I wanted to represent me. He instilled a quiet confidence, excellent knowledge – trust and respect. I would always want Jim ‘in my corner’!..

Peta S.

Jim knows his business. I especially like how he gets back to us quickly with understandable explanations to our questions. I have recommended Jim to friends who have been equally pleased…

Linda M.

I began my relationship with My. Plitz when he was in New Mexico and enjoyed the expertise and care he provided. I felt secure with him and had confidence in the consulting work he will continue to do on my behalf as he transitions to his own estate planning firm in Indiana.

Dorothy K.

James Plitz is the best! He is always there when you need him to help answer any questions about your Estate Planning. The Estate Planning that he does for you is outstanding! I lost my husband 4 years ago, and James was amazing in all the help that he gave me in navigating that process…

Carolyn P.

Jim is a great resource for our trust. He is easy to contact, very knowledgeable, and patient. His personable manner makes it easy to discuss and resolve complicated issues. His explanations are relatable and down to earth. Thanks Jim!

Lois G.

John and I first met Jim when we needed to update our Trust. He was knowledgeable, competent, and personable. However, I appreciated him much more after John’s death. He understood the grief! He walked me through the steps to divide and update the trusts…

Sandra H.

OUR COMMITMENT TO YOU

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.