NW Strategy And Planning, PLLC

NW Strategy And Planning, PLLC

About

Founded in 2010, Northwest Strategy and Planning, PLLC, based in Seattle, WA, provides expert legal services in probate, estates, wills, and trusts. They are dedicated to guiding clients through the complex processes following the passing of a family member, including estate settlement and will probate. They also offer estate and tax planning services to help clients preserve assets and avoid future probate. Their approach focuses on clear communication, efficient service, and client counseling. Their adaptability with technology allows them to serve clients remotely, extending their reach across the country and globally.


Highlights

15 years in business
Serves Seattle, WA

Payment methods

Check, Credit Card

Social media


Location and hours

NW Strategy And Planning, PLLC

1001 4th Ave., Suite 3200
Seattle, WA 98154
Tue
Wed
Thu
Fri
Sat
Sun
Mon
Closed
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Resume

Work Experience

Principal
Northwest Strategy and Planning, PLLC
2016 - Present
Attorney
Columbia Legal Services
2010 - 2015

Education

University of Washington School of Law
2010
Brown University
1998
University of Washington School of Law
Law
2010
Brown University
1998

Associations & Affiliations

Peoples Memorial Association
Board Member Alternate
Washington State Bar Association, Elder Law Section
Member
WSBA Probate and Trust Listserv
Member
Professional Business Builders
President

Speaking Engagements

Tuesday Morning Speaker Event
Challenges and Pitfalls of Transferring Real Property
2017
Tuesday Morning Speaker Event
Common Misconceptions Regarding Wills
2016
PEPS Parents Meeting
Guardianship and Trust Provisions for Minors
2016
Efforts to Transform the Health System
Avoiding Over-billing by Nonprofit Hospitals Under the IRS's 501(r) Rules and Regulations
2015

Services offered

Probate Attorney
Wills And Estate Planning
Estate Attorney