Barbara P. Wright | Liza Hanks | Tish Loeb

At Finch Montgomery Wright, we offer high-quality, customized estate planning for families of all ages. Collectively, we have over 40 years of estate planning experience working with families of all kinds.

We specialize in estate planning, estate administration, and probate services. Each of us is an expert in our field, but it is our commitment to you that differentiates our firm. You can count on personalized, focused attention. Your estate plan will reflect your unique values and concerns. Your questions will be answered promptly and with respect. When you're done, you'll understand how the documents work and what you need to do to keep them current during your lifetime.

All of us are mothers of children and children of aging parents (and Barbara is a grandmother). We know how hard it is to think ahead when just getting through the day is hard enough. If you've gotten this far, though, you know that estate planning is important. You owe it to yourself and to your children to make the important legal and financial decisions that will guarantee them a secure future if you can't be there to share it with them.

Stop worrying about what you haven’t done and get started. We look forward to meeting you soon.

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Liza's New Book

Everyday Estate Planning Blog

  • Wills: Tell Mom to Make One Liza: My mother has a life insurance policy and that's it. She has no property anymore except for a few odds and ends - she lives with my family. Does ....
  • Can You Pre-validate a Will in California? Liza: I live in California. Can I get my Will pre-validated? No, you can't. Though I can see why you might want to. Pre-validating a will lets you ....
  • Payable on Death Accounts: Tell the Bank Liza: My Dad has a POD account at our local bank and he says that I can have it and even wrote me a note saying that it is mine. I suggested he ....