Lara Sass & Associates Revenue

About Lara Sass & Associates

As a boutique law firm dedicated exclusively to the practice of trusts and estates for high net worth individuals, we have extensive knowledge and practical experience advising individuals and families in the creation of plans that reflect their personal desires regarding the disposition and protection of their assets, while providing tax advantages and security for family and beneficiaries. What makes us unique? Fixed Fee Arrangement. Lara M. Sass, PLLC charges flat fees for our estate planning services in order to encourage clients to communicate with us, and to enable clients to approve and anticipate all costs before representation even begins. White Glove Service. We are proud to provide every client with a highly personalized, concierge level of service. Lara M. Sass, PLLC has a strict policy of returning calls, emails and texts from clients within a few hours of receipt. We have a 24-hour answering service on call to ensure that a client's needs are always met in a timely manner, even after hours. Expedited and Meticulous Document Preparation. After accessing a client's needs and developing a customized estate plan, drafts of documents are meticulously prepared and produced to the client, typically, within two weeks of our initial meeting. Client Education. We take the time to thoroughly understand our clients' needs and objectives before formulating their estate plans, and then educate them about how their estate plans work. Holistic Approach. Lara M. Sass, PLLC prefers to take a holistic approach to estate planning, often working collaboratively with the client's family and trusted advisors, including financial advisors, insurance agents and accountants. Annual Estate Planning Reviews. Every year, we contact our clients to inform them of any changes in the law, and to ensure that their estate plans continue to meet their needs and goals.

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