Client Reviews

Cassandra Swanson did a very thorough and wonderful job with everything. The documents are well worded and thought-out for both the short-term and long-term. She did well in explaining all of the documents and answering my questions. When meeting with me throughout the process, she took her time and did not try to rush me (like other lawyers would). I am well satisfied with my business with her and I feel that I have certainly gotten my money's worth.

Devyn Avatar Devyn
August 4, 2023

I cannot recommend Estate Planning Concierge/Cassandra Swanson and her staff, Jack and Angela, (and Lily!) strongly or highly enough! She made planning my estate painless and easy. She answered every question we had in layman’s terms so that we easily understood the how, when, why and what of estate planning. I felt confident that I was making informed decisions under her guidance. Never made me feel rushed or that she couldn’t be bothered. Answered all my emails and text messages promptly and completely. She was a joy to work with. Very personable and friendly. I just wish she could be my lawyer for everything!

Jo Avatar Jo
August 2, 2023

Cassandra was excellent to work with, and I highly recommend Estate Planning Concierge. My wife and I set up a trust to put our affairs in order after our first child was born. Cassandra made the whole process simple, transparent, and quick.

James Avatar James
July 4, 2023

Cassandra Swanson and her practice, Estate Planning Concierge, LLC is THE place to go for Estate Planning, wills, etc. Cass is so professional but also so warm and friendly. She makes a very intense process so easy and works so hard to make you very comfortable throughout the entire process. The finished product is not only thorough, but presented in such a fantastic way for safekeeping. There was nothing I would say that I wished she did different because everything was top-notch. This is the place to go!! If I could give it 10 stars, I would without hesitation.

Kathy Avatar Kathy
June 4, 2023

Cass is the utmost professional and she has handled our very complicated Trust to our satisfaction. She listens and understands the customers needs completely. We are VERY pleased with her knowledge and ability to help us meet our specific needs. Also, she is not the typical clock watcher attorney!!!! Thank you Cass!!!

Dennis Avatar Dennis
June 4, 2023

Even though the idea of developing an estate plan can seem quite overwhelming, Cass made the process far less daunting than we expected. She is extremely knowledgeable, thorough, and organized, and her warm, friendly style left me and my husband knowing we were in the right hands for something this important. Cass guided us through the process, patiently answered all of our questions (no matter how many times we asked them), and explained the different legal documents in clear layman’s terms. As her firm name suggests (Estate Planning Concierge), Cass provided the personal attention we hoped for, and the ease of virtual follow-ups minimized the need for in-office time and other scheduling challenges. Estate Planning Concierge exceeded our expectations, and I would recommend Cass to anyone seeking an estate planning attorney who truly cares about making sure clients are protected.

Holly Avatar Holly
May 4, 2023

This is truly a great firm to work with. Personalized service, fair prices, it's really fantastic. I fully recommend you give Cass a call if you're looking for Estate Planning!

Daniel Avatar Daniel
May 4, 2023

We are new to Missouri and wanted to get our trusts and wills updated. Cassandra was very helpful and thorough. She also gave us a number of local recommendations for other professionals. Highly recommended.

Charlie Avatar Charlie
April 4, 2023

Cass is really smart and explains everything so well! We bought the Young Adult package which puts everything in place in case something happens to our kids. It means we will be able to help them and direct their medical care if they aren't able to. We also plan to have her set up a Trust to replace our will. The Trust she sets up will help our children avoid the ridiculously high cost of probate. So worth it!!! Our kids will know we prepared ahead so that it will be easier and better for them when we are gone.

Kathy Avatar Kathy
March 4, 2023

Cass was wonderful in our estate planning process. She is personable, knowledgeable, and patient. Great experience! Highly recommended.

David Avatar David
December 4, 2022

Cassey took the time to educate me on the various option for building a plan that met my desired outcomes. She explains things and makes you feel like family but has the professional knowledge to build a plan the ultimately met my every wish.

Joel Avatar Joel
September 4, 2022



I am very grateful to Cass for her lighthearted manner, her experience and her guidance. I could not have afforded a living trust had it not been for her pricing structure. It was a great experience all around because I had to think about my legacy. I had to examine relationships within my group of heirs. For that alone, it was valuable! When the process was complete, a burden had been lifted and I was organized and prepared for the future. Along the way, Cass asked difficult questions that would not have occurred to me and I appreciated that. In a very short time, she was familiar with my situation, my intentions and my heirs. I heartily encourage anyone in need of legal consultation regarding these matters to engage Cass as their attorney. You will be very pleased with the process, the experience and the results.
January 2024