We Are Here for Your Estate Planning Needs Whenever and Wherever You Need Us!

Estate Planning Concierge, LLC ("EPC") is a boutique, concierge estate planning law firm serving the Metro St. Louis area (both Missouri and Illinois) and was founded by St. Louis estate planning attorney Cassandra Swanson.

Our fees are fixed -- there are no surprises. Estate planning is all that we do!

Most do not realize that every adult needs an estate plan, no matter how large or small your estate is. The estate plan that we will create for you will be custom drafted to reflect your unique situation to protect you during your lifetime and your vision for asset distribution upon your passing. Whether you have an outdated estate plan in place or you have nothing at all, we are here to help and look forward to explaining the process and working closely with you to achieve your desired estate planning goals.

A comprehensive estate plan typically includes a Will or a Pour-Over Will and Revocable Living Trust, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA/FERPA Release, Durable/Financial Power of Attorney, and a Beneficiary Deed or Special Warranty Deed depending on the package that is best suited for your unique situation. We will explain all of these documents, why they are needed, and how they work together to protect both you and your loved ones during your initial consultation.

Our experienced and knowledgeable estate planning attorney is understanding, caring, and compassionate, and we have flexible hours to meet your needs. At EPC, we are here for you whenever and wherever you need us. We offer estate planning concierge services, including evening and weekend appointments, at the same affordable rates as other St. Louis estate planning law firms.

We will meet you virtually, by telephone, at your home, business, your financial advisor's office, at our law firm centrally located in beautiful Creve Coeur, or at a location of your choosing. Our personalized concierge service ensures that the estate planning process will be convenient and easy for you, you'll always know the fees upfront, and you will always receive a comprehensive, custom-drafted estate plan specifically designed just for you.

We offer comprehensive, flat-fee Will Packages and Trust Packages for both individuals and couples. And we also offer Young Adult Packages for individuals who are 18 years old or older. As soon as your child or loved one turns 18 years old, they, too, need an estate plan, even if they have little or no assets.

As you know, life is precious. Do not wait until it is too late to get an estate plan in place or update your out-of-date estate plan that you created many years ago. The laws continually change, and you want to have the most up-to-date provisions to protect you and your family. EPC recommends that you have an estate planning attorney review your current estate plan every 3-5 years to make sure that it reflects your wishes and goals.

At EPC, we will review your current estate planning documents for free and explain what you currently have in place. If you choose to update your plan, we are here to help. If your current plan accurately reflects your estate planning vision, you will have peace of mind knowing that everything is in place at no charge.

Your legacy, your way. Get peace of mind for you and your loved ones today!