What Our Clients Have To Say About Life Counsel Planning
At Life Counsel Planning, we’re dedicated to providing individuals, families, and professional advisors with reliable information and clear guidance for all matters related to estate and legal planning. Understanding that trust is of the utmost importance in this highly personal practice area, we believe that nothing is a better reflection of our standards than words from those we serve. In this section of our website, you’ll find testimonials and details from clients we have helped through the course of their planning efforts. Their experiences reflect what we do best: developing relationships with those we represent, and delivering true peace of mind and confidence through a customized approach.
A Caring Guide For Estate Planning
“When I decided to finally get my estate plan in order, it was an overwhelming experience for me. I knew I needed to get started but didn’t know exactly where to start, what information I needed and what steps the process would involve. From my very first meeting with Sarah Mitchell I felt like I was with trusted professionals. They encouraged me to ask questions, every single question, and answered them in a way that was easy to understand and never rushed me.
I now have a will and trust set up and my family is protected. The educational articles on their website were also a valuable resource. In fact, they helped me find the confidence to tackle one of the biggest challenges with estate planning…filling out forms!
I highly recommend Life Counsel Planning to anyone wishing to complete or update their estate plan.”
– Jennifer S., Tampa, FL
Elder Law Practice To Get You On Track
“After my mother’s health declined, I felt overwhelmed with how to navigate the process of long-term care and Medicaid eligibility. I turned to Life Counsel Planning for help. Their elder law advice was spot on and delivered with sincere concern for my family’s circumstances. They prepared all the documentation needed to establish guardianship and helped guide us through the Medicaid application process without creating undue stress on our family. As a result, my mother received the care she needed and I never felt alone.”
Probate And Trust Administration Simplified
“Dad passed and all of a sudden I was taking the reins for his estate. As scary as going through the probate process seemed, it was very easy with Life Counsel Planning. The staff provided us with checklists, handled the court correspondence and ensured all the legal procedures were abided by. They were always just a phone call away for questions and their updates on the case kept me informed and abreast of every step. What would have been a messy challenge was simple and allowed my family to focus on what was more important – coping and healing.”
Education and Referrals For Professionals
“As a financial advisor, it’s important to me and my clients that I stay informed about estate law developments and tried-and-true practices. Life Counsel Planning’s updated blog and expert articles are the first place I go for practical, dependable information. I’ve also referred a few of my clients for consultation services when they needed specific legal advice. Every time the feedback was the same-Sarah Mitchell and her team get two big thumbs up for clarity and compassion. Having Life Counsel Planning as a trusted partner has provided real value to my practice.”
– Mark D., Sarasota, FL
Helping Families Plan For The Future
“Estate planning was a huge task we had been meaning to get done for years. But Life Counsel Planning simplified the process! The recommendations and one-on-one meetings helped us prioritize our needs and get our planning “house in order,” documents from wills to POA’s. The process was orderly, straightforward and the fees discussed and agreed upon up-front. The peace of mind afforded is worth far more. I also appreciate their continuing education approach; the regular newsletter offers important updates and information about legal “land mines” we should know about.”
– Lisa and Kevin R., Jacksonville, FL
Clients Choose Life Counsel Planning
Our clients’ stories embody the values that inspire and define Life Counsel Planning: a clear communication style, compassionate services, and a personalized touch. Whether helping first-time planners, assisting with elder law, or helping professionals work together, our team brings many years of experience to help demystify the law and empower everyone. Led by Sarah Mitchell-a licensed attorney with over 15 years of experience-we provide essential resources, practical tools, and expert consultations for all stages of life, in an approach tailored to the unique circumstances of each individual. Our commitment to continuing education means our clients have confidence in the information and strategies they obtain from us – based on the most current developments in the field.
Start Your Planning Process With Confidence
“If you are looking for outstanding estate planning, elder law support or professional guidance tailored to your specific area of expertise, Life Counsel Planning has the advice you need. Visit our comprehensive learning center of complimentary articles and free educational materials at https://lifecounselplanning.com/. Sign up for our newsletter and receive exclusive legal advice straight to your inbox. Our team can be contacted about consultation times or discussing your planning objectives at (656) 253-7412 or via [email protected]. We are dedicated to peace of mind – every day, every step of the way.”