Estate Planning Concierge

Estate Planning Concierge is an Estate Planning Attorney in Ballwin, MO, located at 13321 N Outer 40 Rd #500. The firm serves individuals, families, and young adults in the Metro St. Louis area across both Missouri and Illinois. Founding member Cassandra J. Swanson focuses exclusively on estate planning, offering fixed-fee packages including Will, Trust, and Young Adult options. Clients receive custom-drafted documents such as Pour-Over Wills, Revocable Living Trusts, Healthcare Directives, and Powers of Attorney. The business holds a 5.00 rating based on customer reviews.

The firm operates as a boutique, concierge practice where attorney Cassandra Swanson provides personalized legal guidance. She holds a law degree from Southern Illinois University School of Law and has been licensed in Missouri since 1999 and Illinois since 2000. Her practice emphasizes convenience and accessibility, offering evening and weekend appointments at no extra cost. Meetings can take place at the office in Town & Country, or at the client’s home, business, or financial advisor’s office. The initial consultation lasts up to two hours and is free, allowing the attorney to understand the client’s unique situation and goals.

Pricing is straightforward with no hidden fees. Clients pay half the cost at the end of the initial consultation and the remainder at the signing appointment. Additional payment plans are available. The firm reviews current estate plans for free to identify necessary updates. Draft documents are typically delivered within one to two weeks after the initial meeting. Swanson’s background includes experience as an employment law litigator before focusing solely on estate planning. She has assisted hundreds of clients in the region with wills, trusts, and asset distribution strategies.

The firm maintains a perfect 5.00 rating from its customers. This reflects the positive experiences of those who have utilized its specialized estate planning services.

Estate Planning Concierge brings specialized legal expertise and flexible service options to Ballwin, ensuring residents can protect their assets and legacy with confidence.

BizScoreAI gives the website a Technical score of 97 out of 100, which ensures the site is secure and readable for search engines. The Content Quality score is 75 out of 100, meaning the pages clearly answer customer questions for AI assistants to use. BizScoreAI also finds the business ranks number 1 of 3 Estate Planning Attorney businesses in Ballwin.