
Northwest Strategy and Planning, PLLC
Contact Info
- Location 1001 4th Ave #3200, Seattle, WA 98154, USA
- Phone +1 206-353-5592
- Website http://www.nwstrategyandplanning.com/
Reviews
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My wife and I had a fantastic experience with Michael and Karen. They are detail oriented, efficient, and highly competent. Our life is busy, and they were able to help us make sure our children are taken care of in an quick and easy way. I am a financial advisor and have personally referred my own clients to Michael, as I know he will take great care of them. Highly recommend.
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Michael walked us through the process of writing our wills and power of attorney documents. He made the process easy and provided clear guidance when we had questions. His services were very reasonably priced and we were very satisfied with the process. We just updated them after the birth of our second child, which was super easy and straightforward. Thank you, Michael!
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Working with Michael has been fantastic. He set a very clear timeline, expected cost, and exactly what was needed from us to set up a will and trust. He's extremely knowledgeable on the pros and cons of structuring this as well so we were able to optimize everything. His team is delightful to work with, very communicative, AND he came to us for signatures and filed everything for us. Could not have been easier on our end -- thanks Michael + Karen!
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It was a pleasure to work with Michael and Karen to complete our will and we would highly recommend them to everyone including our trusted friends and family. Michael provided thorough, practical and efficient guidance throughout the whole process and his emphasis on educating his clients meant that lay folks like us were able to have a deep understanding of the documents and make well thought out decisions. Michael and Karen have an incredible attention to detail that only adds to the high quality of their work. Importantly, as expecting parents, Michael was able to meet our timeline and helped us easily navigate tailoring our will to anticipate an upcoming newborn with ease.
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Michael and his team worked so efficiently and poised great questions when we were creating our wills. They were incredibly professional, timely, and helped us to take all things into consideration that we hadn’t even thought about. I absolutely will be referring friends and family to him and his team.
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About Northwest Strategy and Planning, PLLC
Planning for the future, especially when it involves the well-being of your loved ones and the management of your assets, is a crucial step for every family and individual. Navigating the legal intricacies of estate planning can seem daunting, but for residents across Washington state, having access to clear, competent, and compassionate legal guidance can make the process straightforward and reassuring. In the bustling heart of Seattle, Northwest Strategy and Planning, PLLC, stands as a highly recommended resource, dedicated to helping locals secure their legacy and ensure their family's future.
This article is specifically crafted for you, a Washington local, to offer a clear, engaging, and informative overview of Northwest Strategy and Planning, PLLC. We understand that decisions related to wills, trusts, and powers of attorney are deeply personal and require careful consideration. Our aim is to provide factual insights into this Seattle-based law firm, detailing its convenient location, the specific services it offers within the realm of estate planning, and what makes it a relevant and highly praised option for those seeking dedicated legal support in the Seattle area and throughout Washington.
The testimonials from real clients highlight a firm that excels in efficiency, clarity, and genuine care, transforming what could be a complex process into a simple and reassuring experience. We invite you to continue reading to learn more about how Michael and Karen at Northwest Strategy and Planning, PLLC, position themselves to serve your estate planning needs with professionalism, excellent communication, and a clear commitment to your peace of mind.
Northwest Strategy and Planning, PLLC, is conveniently located within the iconic Safeco Plaza at 1001 4th Ave #3200, Seattle, WA 98154, USA. This prestigious address places the law firm in the very heart of downtown Seattle's bustling financial and business district. This central location offers exceptional convenience and accessibility for clients residing throughout Seattle and the wider Puget Sound region.
For those who prefer to use Seattle's robust public transportation system, the 4th Avenue location is highly advantageous. The office is situated within easy walking distance of several major transit hubs. The University Street and Pioneer Square Link Light Rail stations are both just a few blocks away, providing direct connections from various Seattle neighborhoods, including Capitol Hill, the University District, and even King County areas further south towards Sea-Tac Airport. Additionally, numerous King County Metro bus routes converge in downtown Seattle, with multiple stops along 4th Avenue, making it incredibly straightforward to reach the office from virtually any part of the city. This extensive public transport network significantly reduces the need for personal vehicles, simplifying visits for many clients and contributing to a stress-free commute.
For clients who choose to drive, the 1001 4th Ave location offers excellent connectivity to major freeways such as Interstate 5, Interstate 90, and State Route 99 (the Alaskan Way Viaduct replacement tunnel). This ensures relatively smooth travel from surrounding cities and suburbs like Bellevue, Tacoma, and Everett. While parking in downtown Seattle can sometimes be a consideration, numerous paid parking garages and lots are available within close proximity to Safeco Plaza, providing various options for visitors. The firm's location on the 32nd floor of a well-known building also contributes to a professional, discreet, and easy-to-find environment for sensitive consultations, ensuring privacy and comfort for clients dealing with important personal and financial planning.
Based on glowing client testimonials, Northwest Strategy and Planning, PLLC, clearly specializes in estate planning services, providing crucial legal assistance to individuals and families looking to secure their future. Their primary services, as highlighted by client experiences, include:
- Wills: Assisting clients in drafting legally sound last wills and testaments to ensure their assets are distributed according to their wishes and to appoint guardians for minor children.
- Power of Attorney Documents: Guiding clients through the creation of durable powers of attorney for financial and healthcare decisions, allowing trusted individuals to manage affairs if the client becomes incapacitated.
- Estate Planning: Comprehensive services aimed at helping clients plan for the management and disposition of their assets upon death or incapacitation, often including discussions about probate avoidance, tax efficiency, and long-term care. This may also involve:
- Trusts: Establishing various types of trusts to meet specific goals, such as asset protection, special needs planning, or charitable giving.
- Healthcare Directives (Living Wills): Documenting wishes regarding medical treatment and end-of-life care.
- Estate Plan Updates: Assisting clients with reviewing and updating existing wills and other estate planning documents to reflect changes in life circumstances (e.g., birth of a child, marriage, divorce, changes in assets).
- Guidance and Explanation: Providing clear, easy-to-understand explanations of complex legal concepts and processes, ensuring clients are comfortable and informed at every step.
The firm's focus on these critical areas of personal planning, coupled with client satisfaction regarding their clear guidance and efficiency, indicates that Northwest Strategy and Planning, PLLC, is well-equipped to handle the essential estate planning needs of Washington residents. It is always recommended to contact the firm directly to discuss your specific circumstances and to confirm how they can best assist you in securing your family's future.
Based on the highly positive client reviews, several key features and highlights of Northwest Strategy and Planning, PLLC, stand out, making it an excellent choice for Washington locals seeking estate planning services:
- Exceptional Client Service & Care: Clients consistently highlight Michael and Karen's "fantastic experience," feeling "valued," "heard," and genuinely cared for. This personal touch is invaluable for sensitive estate planning matters.
- Highly Competent & Knowledgeable: Described as "highly competent" and providing "clear guidance," demonstrating deep expertise in estate planning law.
- Efficiency and Detail-Oriented: Clients appreciate their ability to handle matters in a "quick and easy way," being "detail oriented" and "efficient," which is crucial for busy individuals and families.
- Reasonably Priced Services: One client specifically noted that "His services were very reasonably priced," offering excellent value for professional legal assistance.
- Clear Communication: Michael "made the process easy and provided clear guidance when we had questions," ensuring clients understand every step of their estate planning.
- Trusted Referral Source: A financial advisor personally refers clients to Michael, indicating a high level of professional trust and confidence in his abilities and ethical practice.
- Ease of Updates: The firm makes it "super easy and straightforward" to update documents after life changes, reflecting a commitment to long-term client relationships.
- Professional Downtown Presence: Located in Safeco Plaza, a reputable and easily accessible building, providing a comfortable and confidential environment.
Specific promotions or special offers for Northwest Strategy and Planning, PLLC, are not publicly detailed in the provided information. It is typical for professional legal services, especially in areas like estate planning, to focus on the value, expertise, and personalized service they provide rather than offering continuous discounts or broad promotions in the way retail businesses might. However, based on client testimonials, some key considerations regarding their approach to fees and initial contact include:
- Reasonable Pricing: One client explicitly mentioned their services were "very reasonably priced," indicating that while direct "promotions" may not be advertised, the firm strives to offer fair value for its high-quality services.
- Initial Consultation: While not explicitly stated as free, it is common for estate planning firms to offer an initial consultation. This allows potential clients to discuss their estate planning needs, understand the process, and determine if the firm is a good fit, before committing to significant fees. It's advisable to inquire about their consultation policy.
- Clear Fee Structures: Reputable law firms are generally committed to providing clear and understandable information regarding their fee structures for estate planning packages or individual services upfront.
For detailed information regarding their fee structure or any consultation policies, it is highly recommended to directly contact Northwest Strategy and Planning, PLLC, to discuss your specific estate planning requirements.
To get in touch with Northwest Strategy and Planning, PLLC, you can use the following contact details:
- Address: Safeco Plaza, 1001 4th Ave #3200, Seattle, WA 98154, USA
- Phone: (206) 353-5592
- Mobile Phone: +1 206-353-5592
When contacting the firm, it is advisable to have a brief overview of your estate planning needs or questions prepared. This will help Michael and Karen's team quickly understand how best to assist you and guide you on the most appropriate next steps, including scheduling an initial consultation. Please remember that an attorney-client relationship is formally established only after a mutual agreement and engagement.
For residents across Washington, particularly those in the Seattle metropolitan area seeking reliable and compassionate guidance for their estate planning needs, Northwest Strategy and Planning, PLLC, presents itself as an exceptionally suitable and highly recommended local resource. Its strategic location within Safeco Plaza at 1001 4th Ave #3200 in downtown Seattle offers unparalleled convenience. The office is easily reachable via Seattle's extensive public transportation system, including Link Light Rail and numerous bus routes, making it an ideal choice for clients commuting from various parts of King County and beyond. This central and well-connected position significantly simplifies the process of securing vital legal documents for your future.
What truly sets this firm apart, as highlighted by glowing client testimonials, is the team's blend of high competence, efficiency, and genuine care. For Washington locals, especially busy families with children, having legal professionals like Michael and Karen who can make the often-complex process of writing wills and power of attorney documents "quick and easy" while providing "clear guidance" and being "very reasonably priced" is invaluable. Their ability to ensure that "our children are taken care of" effectively underscores their commitment to client peace of mind.
The strong endorsement from a financial advisor who personally refers clients speaks volumes about their professional reputation and trustworthiness within the local business community. This indicates a firm that is not only skilled in legal practice but also seamlessly integrates with broader financial planning, offering a holistic approach to securing your legacy. For Washington locals prioritizing clear communication, efficiency, and a caring approach to their estate planning, reaching out to Northwest Strategy and Planning, PLLC, at (206) 353-5592 or +1 206-353-5592 is a highly recommended step toward ensuring your family's future is well-protected right here in Seattle.
Northwest Strategy and Planning, PLLC Location
1001 4th Ave #3200, Seattle, WA 98154, USA
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