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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
5.029 reviews
Elaine Leach's profile image
Elaine Leach 
2 months ago

Cass is a truly dedicated professional. From start to finish, she helped us update our trust and answered all of our questions along the way both via email and in person. We had a great experience! And her rates are very reasonable! We highly recommend Estate Planning Concierge and Cass Swanson. 

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Brian Maurer 
3 months ago

Working with Cass was an excellent experience. She made the estate planning process clear, efficient, and completely tailored to my needs. Her expertise, attention to detail, and compassionate approach gave me total peace of mind. I felt heard, informed, and well cared for from start to finish. Highly recommended! 

Harlan Heller's profile image
Harlan Heller 
6 months ago

Besides being a true professional and very helpful and always, Cass Is excellent in the field of the estate planning in all facets. She gives you all kinds of tips to make your estate planning covering everything that you need so that no stone is left on unturned. She definitely knows her business and can fix anything at a moments notice. Period I recommend her services very highly and have already given her information to some of my friends. She updated some work done by another attorney many years ago. She took care of eve... read more

Vinet Holman's profile image
Vinet Holman 
5 months ago

Cassandra is definitely a rare gem. She puts you at ease and explains every detail in layman's terms. My experience was 180 degrees different than the one I had with a previous Attorney. I feel all my bases are covered because of Cassandra. I will recommend her to all my family and friends who are in need of her services. Cassandra you are the Best! 

Pete Barrett's profile image
Pete Barrett 
11 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! 

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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 29 reviews. 

When is Estate Planning Concierge open?

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