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A Multi-State Trust and Estate Practice.

The Firm

Wool Landon will provide estate, disability and tax planning for private clients at every stage of wealth. We are creating a unique space apart from the corporate legal environment to better serve you. We understand you and we know from our own experience that loving families are not always perfect families. We aim to make you comfortable enough to share your family successes, trials and tribulations. You are important to us as individuals. We will demonstrate our commitment by creating safe customized plans that let you connect with us every time we are needed from generation to generation.

Mission

To help you develop, maintain and leave a loving legacy for your family, your community and your world. We serve you and you are the future.

Why We Do It

Every person is unique and every plan should be a unique reflection of the person. At Wool Landon, we know what a difference a good estate and disability plan makes.

Fewer than 50% of Americans have a personalized estate plan. The majority rely instead on state laws. Some people rely on misconceptions regarding passing property by survivorship, community property rules, and beneficiary designations suggested by financial institutions and others. Some "do it yourself" using internet on-line resources that provide too few selections to fit real life situations. Others hope their old documents are going to be sufficient.

The truth is that without the guidance of a knowledgeable attorney assisting with an up-to-date coordinated plan, families and charities are frustrated by these well intentioned efforts to lovingly pass on a meaningful legacy. Relationships are impaired. Families are fractured. Brothers and sisters, nieces and nephews, friends, neighbors and business partners stop talking to one another, sometimes for decades. Frustrations may even erupt in courtroom drama. In almost all these cases, the financial and emotional cost of confusion is high.

We believe in the art of teaching young lawyers to write, explain and assist with estate planning documents.  Our founder Abby Wool Landon has developed a uniform approach to adaptable documents. One of the biggest problems facing estate planning practice groups at law firms across the US is developing a succession plan for their private estate planning clients. Estate and disability planning firms need young lawyers who can serve the next generation. Young lawyers need the skills and network to accommodate the mobile American family. We provide a platform for young attorneys to work like their peers in more modern industries.   This includes the option of working virtually from home or their remote location.  This flexible approach allows our attorneys to establish long term relationships with their clients.

How We Do It

By combining experience, compassion and good humor, we facilitate the difficult conversations about death and disability essential to planning for the future. We aim to better understand and address directly the barriers to implementing and maintaining up to date estate and disability planning documents.

For most consumers of estate planning legal services, we will provide a cost effective customized plan to fit the size and nature of their assets by combining personal meetings, digital planning tools and flat fees. This includes client maintenance programs that fit young people who have minor children and developing financial goals, persons at the height of their corporate or artistic careers and financially comfortable retirees. That means, our clients don't just leave our offices with a piece of paper, ours is a relationship and we stay involved.

Initially serving Oregon, Washington and Arizona, our boutique firm will empower lawyers using a scalable flat fee customized for clients and consumers. Our more experienced lawyers are going to take the lead in planning for our clients with more complex assets. Our younger clients will be paired with an age appropriate lawyer. By assisting with more complex plans and administration, those lawyers will develop their skills to grow with their clients. In all cases, our lawyers are personable, compassionate and dedicated to estate planning.

For high net worth clients and clients who own small businesses, the corporate legal experience they appreciate for their business dealings does not always translate to the private client experience. There may be conflicts between the individual client and the business client. Business firms may be reluctant to charge their individual clients for the counseling required to solve complex personal and business problems they anticipate arising on death or disability. Also, business clients may be reluctant to have the deeply personal discussions with the same lawyers who join them in their business deals. In our offices, a client is encouraged to share their deepest wishes for the future of their wealth so we can focus on nothing but their personal legacy.

We view business succession planning, estate, charitable, gift, legal and tax planning as a business of an entirely different kind. We work cooperatively with the lawyers you rely on for your complex corporate activity, mergers and acquisitions. At Wool Landon, our sole perspective on your ongoing business is how it will fare on your death or disability.

Every client has a customized flexible plan. When changes in law or circumstances require change to plan documents, a client who participates in our maintenance program will have documents that are up to date prepared and administered by lawyers they know.

Our Goal

To create the strongest, most reliable multi-state boutique estate planning firm by combining safe, creative planning documents, client plan management, maintenance and education. Our firm is a place where our values are expressed externally to our clients and internally to our team. We want to help you and your family create and implement a loving legacy developed to avoid conflict and express your wishes.

The Founder