Patricia de Fonte is a well-respected estate planning attorney and the founder of De Fonte Law PC. She is dedicated to offering a unique approach to estate planning that goes beyond traditional methods and focuses on family harmony, personal values, and empowering heirs. With her expertise in the field, she has received recognition for her commitment to clients and ethics, being named to the 2021 San Francisco Super Lawyers list and winning the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. With a strong background in estate planning, probate, and trust administration from Golden Gate University, Patricia approaches her work with a passion for social justice and strives to provide clients with a better experience in estate planning. Known for her warm and relatable personality, Patricia treats each of her clients as if they were one of her own.

Listen to this informative Your Life. Your Legacy. episode with Patricia de Fonte as she shares the essence of family-focused estate planning, emphasizing the importance of creating a plan that considers not only money and taxes but also family harmony, trust, and personal values. She also delves into estate planning as an intimate process beyond just preparing documents, focusing on providing a client-centric experience.

Here is what to expect on this week’s show:

●    Estate planning is an integral part of life that deserves careful and personalized attention to secure assets and loved ones. A good estate plan gives you peace of mind no matter what life throws your way.

●    Patricia's approach to initial client meetings is by setting expectations, getting to know the clients and their values, and learning about their loved ones, who they trust, who they are worried about, and who they feel responsible for, as a means of providing value-based estate planning services.

●    Patricia and her firm ensure clients fully comprehend their documents through personalized meetings and a careful review process, including notary signing and a final funding review with the client for added security and peace of mind.

●    In addition, they assist their clients in putting together a solid financial team by finding and recommending the right advisors, brokers, and professionals and offering advice on how to build a successful working relationship with them.

Connect with Patricia:

Links Mentioned:

WealthCounsel Estate Planning Strategies: Collective Wisdom, Proven Techniques: https://www.amazon.com/Estate-Planning-Strategies-Collective-Techniques/dp/0982177909

Guest Contact Info:

Email: [email protected]

Instagram: https://www.instagram.com/patriciadefonte/

Facebook: https://www.facebook.com/pdefontelaw/

LinkedIn: https://www.linkedin.com/in/defontelaw/

De Fonte Law PC: https://defontelaw.com/

With your Hosts: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Websites: https://pinnaclelegacylaw.com/  https://www.americanlegacynetwork.com/aln-home1

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