The Catorce Group is a specialized law firm focused on estate planning and legacy preservation, offering a heart-centered, consultative approach to help clients protect their families and assets. Led by Allison L. Schaefer, Esq., who is training to become a Personal Family Lawyer®, the firm stands out for its Life & Legacy Planning® methodology, which emphasizes clarity, customization, and avoiding court and conflict for loved ones.
The firm’s process involves thoroughly assessing family dynamics, inventorying assets, and counseling clients to make informed legal and financial decisions aligned with their values and goals. It serves individuals and families throughout Minnesota, offering tailored plans designed to work effectively when needed and providing ongoing support to ensure peace of mind for both clients and their heirs.
Services Offered
- Estate Planning
- Will Creation
- Trust Establishment
- Probate Guidance
- Life & Legacy Planning®
- Asset Inventory and Analysis
- Family Dynamics Counseling
- End-of-Life Planning
- Disability Planning
- Legal and Financial Strategy Consultation
- Plan Customization and Updates
The firm serves clients throughout Minnesota and emphasizes a client-centered, educational approach to ensure each plan is affordable, effective, and aligned with the client’s unique circumstances and aspirations.
