Estate Planning & Wills
Great Falls, VA
Trusts & Wealth, PLLC is a concierge estate planning law firm in Great Falls led by Claire C. Kelly, Esq., who specializes in designing secure, tax-efficient legacies tailored to each family's unique needs. The firm provides comprehensive estate planning services including wills, trusts, powers of attorney, healthcare directives, guardianship planning, and special needs trusts, with a focus on both legal protection and incapacity planning. Claire combines creative estate design with deep tax knowledge and a compassionate approach to helping families protect their loved ones and assets.
Ideal for: High-net-worth families, parents of special needs children, first responders, business owners with tax planning concerns, anyone seeking personalized legacy planning
Service area: Great Falls, Virginia and surrounding Northern Virginia communities
Concierge-Style Personalized Planning: Claire Kelly takes time to understand each client's unique values, family dynamics, and goals, crafting bespoke estate plans that reflect individual circumstances rather than one-size-fits-all templates.
Comprehensive Incapacity Planning: Beyond wills and trusts, the firm ensures clients have complete peace of mind through durable powers of attorney, healthcare directives, and HIPAA releases as part of every estate plan.
Specialized Experience with Special Needs & Guardianship: Claire offers expert guidance on special needs trusts and guardianship planning for disabled children, including both permanent and temporary guardian arrangements.
Address: 9893 Georgetown Pike unit 503, Great Falls, VA 22066
Phone: (703) 745-5565
Website: trustsandwealth.com
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