team-member

Stephanie Ann Lord

San Diego, CA

Licensed for 16 years

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English

About

As an attorney in San Diego, I provide extensive estate and tax planning services to individuals. My primary focus is protecting families from the devastating legal effects of disability and death, as well as ensuring the smooth transition of assets from one generation to the next while maintaining the family legacy throughout the trust administration process. Through proper planning, individuals and families can avoid probate, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of their loved ones. I will take the time to get to know you as individuals, to learn about your life and values, and work closely with you through an ongoing relationship to ensure your personal and financial goals are met as your life and the laws change over the years. EDUCATION I earned my Juris Doctor Degree from Pepperdine University. During law school, I worked closely with one of my law professors in researching the impact of post-mortem conception on Estate Planning. Also during law school, I became a member of the Phi Delta Phi legal fraternity and spent a semester studying abroad in London. I earned my B.A. Degree in Psychology from the University of California - San Diego. While attending UCSD, I was involved in volunteer work in the physical therapy department of a hospital. PROFESSIONAL EXPERIENCE My professional experience began while I was in college working as a paralegal for an Estate Planning firm.  The immense personal satisfaction I experienced while helping so many families triggered my decision to attend law school and focus on a career in Estate Planning.  During law school I gained additional experience working for trust and probate specialists in the Los Angeles area.  Prior to joining Armstrong, Fisch and Tutoli, I worked for several years as an attorney at a law firm in Los Angeles, meeting with clients and managing the trust administration department of the firm. PERSONAL Currently I am a member of the American Academy of Estate Planning Attorneys, the San Diego County Bar Association and the American Bar Association. I reside in Carmel Valley and have earned my black belt in Tae Kwon Do.  In my spare time, I enjoy music, reading, travelling, cooking and football.

Practices Areas

Estate Planning

Probate

Language

English

Contact

6050 Santo Rd Ste 240San Diego, CA, 921246050 Santo Rd Ste 240San Diego, CA, 92124

Office: N/A

Website: N/A

Reviews

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer

Lindsay
October 23, 2010

Stephanie Lord did an outstanding job handling our estate planning (and all of the related documents) both immediately before and following the birth of our son. I HIGHLY recommend her and her firm's legal staff. We were initially intimidated by what seemed like a complicated process to set up our will and trust and all of the healthcare directives, etc. before our son's birth. We wanted to make sure everything was in order in the event of an emergency during labor or an unforeseen event during our son's adolescence. Stephanie explained the complicated rules and documents in CLEAR terms and took care of everything for us. We had one brief meeting to sign documents before our son was born, and then another brief meeting to sign our will and trust documentation following his birth. Stephanie also provided information and simple instructions outside of those meetings to help us prepare. We were blown away by how smooth the process was once we arrived at Stephanie's office. ALL of the documents were prepared and ready for signature and a paralegal was standing by to make copies following our signatures. Stephanie was present at both meetings to explain everything we were signing. We left with a user-friendly binder containing copies of all documents, a very clear understanding of how our estate was set up according to our wishes, and simple steps for how to transfer our existing assets to the trust. Several months later, Stephanie also stepped in to handle the purchase of our home in the name of our trust. If you are looking for an easy process, quick and understandable responses to all of your questions, and the perfect estate plan for your needs, call Stephanie! The added bonus is that her rates are also very reasonable!

anonymous
May 4, 2009

I used Stephanie to prepare my will and trust. This was during an unusually stressful time of my life. Stephanie handled the preparation of my trust in the most professional manner with a sensitivity to my issues.She was always available for my questions and responed very quickly with any requests I had. I am extreemly happpy with my trust and would recommond her to anyone he needs a excellent lawyer