Estate Planning Concierge is a boutique, concierge estate planning law firm serving the Metro St. Louis area, founded by attorney Cassandra Swanson. Specializing exclusively in estate planning, the firm stands out through its personalized, client-focused approach and commitment to transparent, fixed-fee pricing with no hidden costs.
The firm offers a highly accessible and compassionate service model, providing flexible evening and weekend appointments at no extra charge. With a deep understanding that every adult needs an estate plan, regardless of estate size, the team works closely with individuals, couples, and young adults to create custom-drafted plans that reflect each client’s unique wishes and protect both them and their loved ones.
Services Offered
- Estate Planning Consultation
- Will Packages
- Trust Packages
- Pour-Over Will
- Revocable Living Trust
- Healthcare Directive (Living Will)
- Medical Power of Attorney
- HIPAA Release
- FERPA Release
- Durable/Financial Power of Attorney
- Beneficiary Deed
- Special Warranty Deed
- Young Adult Packages
- Estate Plan Review and Updates
Serving clients throughout the Metro St. Louis area, including both Missouri and Illinois, Estate Planning Concierge ensures convenience through in-home, virtual, or office meetings. The firm emphasizes regular reviews every 3–5 years to keep plans current with changing laws and life circumstances.
