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Estate Planning Concierge

5.0
  • Estate Planning Law
  • Town and Country, MO

About this business

LegalEstate Planning LawWills, Trusts, & Probates

Estate Planning Concierge, LLC ("EPC") is a boutique, concierge estate planning law firm serving the Metro St. Louis area (both Missouri and Illinois) and was founded by St. Louis estate planning attorney Cassandra Swanson. We offer comprehensive, flat-fee Will Packages and Trust Packages for both individuals and couples. We also offer Young Adult Packages for individuals who are 18 years old or older. As soon as your child or loved one turns 18 years old, they, too, need an estate plan, even if they have little or no assets... read more

Location details

13321 N Outer 40 Rd, Suite 500, Town and Country, MO, 63017, United States

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WeekdayScheduleStatus
Mon10:00 a.m. to 6:00 p.m.
Tue10:00 a.m. to 6:00 p.m.
Wed10:00 a.m. to 6:00 p.m.
Thu10:00 a.m. to 6:00 p.m.
Fri10:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.026 reviews
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Dana Glore's profile image
Dana Glore 
2 months ago

Our family had the pleasure of working with Estate Planning Concierge, and I can't recommend Cassandra Swanson highly enough! From the very beginning, she took the time to understand our unique needs and made sure we were comfortable every step of the way. Her attention to detail and dedication to ensuring everything was in order gave us peace of mind. If you're looking for someone who truly cares and is fantastic at what they do, look no further than Cass. She's a gem! 

wendy schutzenhofer's profile image
wendy schutzenhofer 
a month ago

Cass was great to work with! She is very knowledgeable and thorough. She cares deeply about her clients and them being taken care of. She’s a hard worker and loves what she does! We are thankful for her guidance and helping us make sure our family is and will be taken care of. Thanks Cass! We appreciate you. ☺️ 

Pete Barrett's profile image
Pete Barrett 
4 months ago

My wife and I could not be more impressed and satisfied with our experience with Cass at Estate Planning Concierge, LLC! Cass did a tremendous job from start to finish, she went out of her way to make sure we were comfortable with the entire process. It is rare these days to get a company that truly cares about you and your family. The knowledge and positive demeanor of Cass was quite impressive. Without hesitation, my wife and I give Cass Swanson and Estate Planning Concierge, LLC our highest recommendation! 

Janet Bay's profile image
Janet Bay 
2 weeks ago

Cass was great to work with! She explained the entire process with us and answered all of our questions thoroughly. We would and have highly recommended her and this company! 

Jenny Gabriel's profile image
Jenny Gabriel 
7 months ago

Cass with Estate Planning Concierge is amazing! From the time my husband and I walked in the door for our first consultation with Cass to the last meeting where we signed, was nothing but supreme service. Cass truly cares about her clients and that their wishes and estate are set up as they want them to be. She walks you through each part of it and is very thorough with the entire process. I highly recommend Cass with Estate Planning Concierge for all your estate planning needs. 

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Frequently asked questions about Estate Planning Concierge

How is Estate Planning Concierge rated?

Estate Planning Concierge has a 5 star rating with 26 reviews. 

When is Estate Planning Concierge open?

Estate Planning Concierge is closed now. It will open tomorrow at 10:00 a.m.