James P. Plitz

Office:(812) 949-1114
direct:(505) 221-1488

About Jim Plitz

James (Jim) P. Plitz, was born and raised in Central New Jersey. Jim earned a B.S. in Accounting from the College of New Jersey, and then his MBA, with a concentration in Finance, from Lehigh University. These degrees helped him through his early career in operations and project management with Ladenburg Thalmann, Prudential Insurance, and Travelers Insurance.

But Jim felt those roles were unfulfilling. He needed to find a career in which he was able to help people. So, he went to law school, and started down the path to becoming an estate planning attorney. Jim graduated magna cum laude and then earned the second highest score on the Arizona bar exam. Jim is also licensed to practice in Indiana and New Mexico.

After law school, Jim joined Morris Hall where he learned extensive estate planning techniques and practices through his 10+ year tenure – helping over 1,000 families successfully plan and administer their estates. Through that experience, Jim found true satisfaction – Proper Estate Planning helps families!

Jim then learned an even more valuable lesson – we only have a limited amount of time. Jim opened Plitz Estate Planning to focus more time on his family while still helping others get their estates planned – giving them the peace of mind they deserve.

Giving back and supporting the communities in which you work and live is a controlling force in Jim’s life. He is active with Develop New Albany, Rotary Club of New Albany, and Floyd County Animal Rescue League.


  • JD, Phoenix School of Law, Magna Cum Laude
  • MBA, Lehigh University
  • BS in Accounting, College of New Jersey


  • Indiana State Bar
  • New Mexico State Bar
  • Arizona State Bar

Jim also stays active in the communities he serves. In the past he has volunteered his time with the Placitas Elementary Parent-Teacher Organization, was a charter member of Men Go Red NM, a part of the American Heart Association, and was a member of the Santa Fe Rotary Club. Currently, Jim is active with Develop New Albany, Rotary Club of New Albany, and Floyd County Animal Rescue League.

Jim enjoys listening to all genres of music and aspires to learn to play the piano and guitar. He is an avid fan of all sports, but truly enjoys soccer and is a member of several local teams and leagues.


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.

Southern IN Estate Planning Lawyer James Plitz