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