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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:
- 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 Administration
- Tax Planning
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.
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’!..
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…
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.
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…
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…
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!
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…
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.
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…
Jim is upright, honest, and outstanding at what he does. He works hard and tries to do the right thing by his clients.
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.