Brigitt Orfield

“Being sincerely invested in you and having your best interests at heart is what fuels my passion for estate planning. It takes a personal approach to create a positive experience and that is the foundation of my practice.”

I feel privileged to assist with your estate planning and grateful to be allowed into your life. Experiencing a variety of life events with clients builds trust, and I am proud of the long-standing relationships I have developed over the past 23 years.

I work closely with individuals and families to plan for the transfer of wealth during their lifetimes and upon death with the most favorable tax consequences. I accomplish this through the planning and drafting of:

• wills;
• revocable trusts;
• trusts for minors;
• irrevocable trusts;
• insurance trusts;
• cabin and vacation home trusts;
• charitable lead trusts and charitable remainder trusts;
• intentionally defective grantor trusts;
• qualified personal residence trusts;
• antenuptial, post-nuptial, and cohabitation agreements; and
• family limited partnerships and limited liability companies.

I also routinely assist families after the death of a loved one to steer them through the probate process, asset transfers, and death tax returns, to ensure that the client’s carefully laid plans are properly executed.

I invest in knowing you from the start and take the time to learn about you and your core values. I am skilled at creating plans that balance these values with the legal and tax ramifications of transferring your assets. I explain things clearly and simplify what can seem like an overwhelming process. Dedicated to the importance of family, I enjoy navigating you and your loved ones through the estate planning process. I am known for exuding compassion, optimism, and energy, and as a result, I have happy and loyal clients.

Read my full bio here.