Estate Planning Concierge

Estate Planning Concierge is an Estate Planning Attorney in Chesterfield, MO. The firm serves the Metro St. Louis area in both Missouri and Illinois, offering fixed-fee, custom-drafted estate plans for individuals, couples, and young adults. Services include Will Packages, Trust Packages, and Young Adult Packages for those 18 and older. A comprehensive plan typically includes a Will or Pour-Over Will, Revocable Living Trust, Healthcare Directive, Medical Power of Attorney, HIPAA Release, Durable Power of Attorney, and a Beneficiary or Special Warranty Deed. The business holds a 5.00 rating based on customer reviews.

Founding member Cassandra J. Swanson has been licensed in Missouri since 1999 and Illinois since 2000. A 1999 cum laude graduate of Southern Illinois University School of Law, she previously practiced as an employment law litigator. The firm offers a free initial consultation of up to two hours, during which the attorney reviews existing plans and explains new options. Draft documents are provided within one to two weeks after the consultation. Payment is split half at the initial consultation and half at signing, with additional plans available. Credit or debit payments incur a 3.0% processing fee.

The firm provides concierge services including evening and weekend appointments at no extra cost. Meetings can occur at the client’s home, business, or financial advisor’s office, virtually, or by telephone. The firm reviews current plans for free and recommends updates every three to five years. Cassandra Swanson graduated from the University of Iowa in 1993 with honors and studied abroad in San Sebastian, Spain. She has helped hundreds of clients in the St. Louis area with wills, trusts, and estate planning needs.

The business maintains a 5.00 rating from customers who have reviewed its services, reflecting a reputation for clear communication and compassionate service. The practice is known for its flexible scheduling, upfront pricing with no hidden fees, and dedicated focus on estate planning. This customer satisfaction highlights the firm’s ability to make the estate planning process accessible and straightforward for residents of Chesterfield and the broader St. Louis region.

Estate Planning Concierge combines Cassandra Swanson’s specialized legal expertise with a client-centered approach to provide peace of mind for Chesterfield residents securing their legacies.

The firm is situated on N Outer 40 Rd in Chesterfield, just steps from Avenue of the Saints and about a third of a mile from Maryville Creek.

BizScoreAI gives the website a Technical score of 97 out of 100, which means the site is secure and structured so search engines can read it without errors. It also earns a Content Quality score of 75 out of 100, reflecting clear descriptions that answer customer questions and allow AI assistants to quote the information directly.