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Lauren Caisse

Lauren Caisse

THE LEGACY PLANNERS P.C.
www.tlppc.com

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: Massachusetts,Rhode Island

Schedule a 15-minute Discovery Call

What to expect from Lauren Caisse

  • A 15 - minute introductory call to understand your goals and needs
  • 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
  • Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
  • A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
  • A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Lauren Caisse

I have been licensed to practice law since 2004 in both Massachusetts and Rhode Island. I was in-house counsel for large U.S. Government contractors with a focus on contracts (both domestic and international), drafting, and negotiations. Throughout my years of practice, I have helped clients with various business matters and estate planning. I am a graduate of Suffolk University Law School in Boston, Massachusetts. I earned my MBA from Anna Marie College and my BS in Business Administration from Bridgewater State University. I have also authored three publications, all of which appeared in Contract Management Magazine. I made the switch to private practice in 2017 as corporate law involved a great deal of travel (predominantly international), and I was missing the important events in my young children’s lives. Since going into private practice, I am able to serve my community by providing estate planning, probate administration, and business services to my clients. As a planner myself, I find it very rewarding to assist my clients in planning for their families and businesses, or, in the case of probate or trust administration, providing guidance and reassurance while administering the probate estate. I am always honored when a family member of a deceased client comes to me to assist them. My children are now in their last years of high school, and I only get on a plane when I want to! I look forward to working with you. All my best – Lauren
Testimonials

"Thanks for all you do. Words don't express how much you have done. You have gone well beyond what you need to do. We are so grateful." - Jack & Deb


"Very helpful. Lauren was able to answer all our questions and made appropriate suggestions. Gives us confidence in our wills and other documents." - Bruce & Diane


"Lauren introduced us to Revocable Living Trust and took the time needed to make us comfortable with using this alternative. She summarized the complexity and detail effectively and organized the document for us in a handsome portfolio. Overall, our experience was very pleasant. All queries were answered and we felt truly heard, which was much appreciated." - William & Susan 


"Our interaction with you is like dealing with family. The comfort level with you and your team is exceptional." - Dennis & Ann-Marie

Schedule a 15-minute Discovery Call
THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

Contact Lauren Caisse

Complete the form below to reach out and schedule your 15-minute discovery call.

Lauren Caisse
The Legacy Planners P.C.
www.tlppc.com
Contact Me