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 Valerie Hall
I love helping clients reach their goals in the areas of their lives that matter most! What have you been putting off? What do you want your legacy to look like? Letâs work together to make it happen!
I graduated from the University of Akron School of Law, where I enjoyed writing cartoons and crossword puzzles for the schoolâs newspaper, The Sidebar. My law career began in 2005 in Ohio and expanded to include Florida in 2016. As an undergraduate, I attended the music conservatory at Baldwin Wallace University and eventually graduated from Ashland University with a Public Communication degree. When not serving law clients, I stay busy as a life coach, soccer mom, kazoo player, and wildly curious researcher of all things.
Testimonials
"If you're looking for someone who is detail oriented and efficient, Valerie should be your first call. We utilized Valerie to prepare our Wills, Living Wills, POAs, etc. In the process she discovered the deed to our property was not titled in the best fashion and helped us correct that as well. I highly recommend Valerie to all my tax clientsâŚIâm sure you wonât be disappointed!" - David
"Aside from being kind, accommodating, compassionate, and respectful, Valerie is incredibly knowledgeable and went above and beyond⌠Finding someone who is confident in their work and abilities was a priority for me and I'm so appreciative of Valerie's professional demeanor." - Sharnea
"At a time when my legal needs were critical, and my psychological state delicate, Valerie offered compassionate and savvy assistance. ⌠a friendly smile of comraderie. What a welcome relief she was at a time in my life when I needed legal expertise and sympathetic support." - Linda
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.
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.
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.
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.
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.
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 Valerie Hall
Complete the form below to reach out and schedule your 15-minute discovery call.